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Powerful, Turnkey Asset Management Platform

Brookstone helps independent financial advisors grow, providing the right tools and resources every step of the way.
turnkey asset management platform
asset management platform that suits your practice
Suits your practice

Our flexible solutions and services allow you to integrate only the tools that fit the particular needs of your business.

Guided advisor training to better serve your clients
In-depth, guided training

Access the best tools and resources to  elevate your practice, enhance your client services, and grow your business.

flexible tech stack
Flexible tech stack

We offer an expansive selection of providers, programs, products, and custodians.

The all-in-one business builder

Unify your office administration, asset management, and support so you can reach your goals faster — all from a centralized platform.
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Track prospects and streamline onboarding.

Use our Advisor Portal to generate custom risk profiles, build portfolios and track client onboarding.

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advisor portal that generates custom risk profiles
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Simplified client reporting

View your client list in a more useful and intuitive way, with better insight into your clients’ accounts including a snapshot of their investment allocations and performance.

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client reporting of their investment allocations

More choices, for you and your clients

Leverage the expertise of our investment analysts or create and manage portfolios on your own.  Choose from a variety of solutions including:

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    Turnkey Model Portfolios
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    Brand Name Asset Managers
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    Customized Strategies
turnkey model portfolios for advisors and clients
1,000+
advisors supported
$8.4B+
in AUM as of December 2021
80K+
clients serviced annually

Our integrated tech stack

We've brought industry standard solutions onto one, unified platform.
Advisor software - Orion
Orion
Advisor Support - Salesforce
Salesforce
Risk Management Software - Riskalyze
Riskalyze
Advisor Planning Software - Morningstar
Morningstar
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Bloomberg
Financial Planning Software - Instream
Instream
Charles Schwab
Charles Schwab
TD Ameritrade
TD Ameritrade
Fidelity
Fidelity
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And More!
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Trusted by the industry's best

We've helped some of the nation's best advisors build their business.
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brookstone advisor
“Brookstone's superior advisor support and training helped grow my AUM by 60% in just a few short years – including both a global pandemic and a maternity leave. Look no further if you are looking for an RIA to be a true, vested partner.”
April Crews
Suwanee, GA
brookstone rIa Advisor
"From the start of my career to buying and building a successful advisory practice, Brookstone has been there to help me every step of the way."
Nick Boeckman
Sidney, OH
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“Brookstone has always been a forward thinking firm. Providing me with cutting-edge technology solutions has made it easier and faster to conduct business.”
Jeff Gorton
Oklahoma City, OK