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Institutional Wealth Management, Broker-Dealer & RIA


AmeriLife works with institutional wealth managers, broker-dealers and registered investment advisors (RIAs) to provide their clients with a range of financial solutions that complement traditional financial advice with holistic life and health insurance, and retirement income options.

With more than $8 billion in assets under management, AmeriLife is raising the bar in the RIA space with a turnkey, fee-based asset management service and technology platform used by more than 1,000 advisors around the country. Our expertise in serving solutions to clients of all means, alongside proven products and marketing capabilities, makes us a great partner for wealth managers and broker-dealers that would like to stand out for their quality of service.

Powering Today's Financial Professionals

AmeriLife’s acquisition of Saybrus Partners in 2021 strengthened AmeriLife’s industry-leading solutions by integrating Saybrus’ boutique model of delivering customized support, proactive consultation and transparent, centralized management for advisors and insurance agents. The firm partners with financial professionals to address their clients’ needs with life and annuity solutions for income, estate and business planning, and offers a complete set of capabilities, from assisted sales and traditional wholesaling to new business operations and custom product design.

Edward Cassidy

Managing Principal, Saybrus Partners

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The Leading, Turnkey Asset Management Platform

AmeriLife’s merger of affiliate companies Brookstone Capital Management and FormulaFolios created one of the industry’s largest RIAs catering to the independent retirement advisor community, with more than 1,000 advisors working from 500 offices across all 50 states.

Today, Brookstone Capital Management offers a one-of-a-kind asset management platform that helps advisors build and accelerate their business. That’s why in 2021, Brookstone was named one of Financial Advisor magazine’s fastest growing RIA firms.

Dean Zayed

President, AmeriLife Investment Advisory Services

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Darryl Ronconi

President & COO, Brookstone Capital Management

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