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We Help Financial Advisors Get More Clients, Manage More Assets, & Create More Opportunities.
Brookstone offers independent financial professionals risk-management investment solutions with an all-inclusive infrastructure and support to help you start, build, and grow your practice.
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The all-in-one practice builder
Unify your office administration, asset management, and support so you can reach your goals faster — all from a centralized platform.
All the features you'll need in one platform.
Discover why Brookstone is one of the fastest-growing RIAs and how more financial advisors leverage our platform to elevate the client experience, operate more efficiently, and offload their office administration.
- Comprehensive planning and proposal tools
- Back-office management
- Turnkey model portfolios
- Digital marketing solutions
- Dedicated team of professionals
Technology
We offer an expansive selection of providers, programs, products, and custodians in one flexible tech stack.
Investments
Choose from CFA-designed model portfolios that closely match your client's investment needs.
Marketing
Grow your AUM by leveraging our highly targeted campaign strategies to help you win more clients.
Compliance
With the constantly changing SEC regulations, our team helps make sure you know all the rules and regulations.
Operations
Spend less time processing paperwork and more time helping your clients reach their financial goals.
Training
We offer comprehensive training programs and live events covering everything from investment strategy to winning more business.
Get everything you need to succeed.
We're committed to offering our advisors innovative and modern ways to grow their advisory practice and avoid wasting money on ineffective, inefficient business platforms. Schedule a call with our team to learn how we can help scale your practice.
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