A powerful, TAMP+ designed to support every aspect of your practice.

Brookstone is a Turnkey Asset Management Platform that helps independent financial advisors grow by providing the right tools and resources, along with a dedicated team of professionals to better serve your practice.
turnkey asset management platform
asset management platform that suits your practice
Dedicated Advisor Support

Our dedicated team is here to serve our advisors by offering all the support they need to succeed. Advisors can utilize our team, services, and technology for a unique and customizable solution.

Guided advisor training to better serve your clients
Advisor Training Programs

We provide our advisors with the most comprehensive education and training possible. From investments to practice management to conducting appointments - we have you covered.

flexible tech stack
Advisor Portal

Our integrated Advisor Portal has all the features independent advisors need to help elevate the client experience, operate more efficiently, and offload your office administration.

Everything advisors need in ONE platform.

Every aspect of managing your practice is improved when using our platform. More tasks are simplified and automated, giving you more time to focus on finding and servicing clients. We offer our expertise to help advisors across the country grow their practice with our integrated tech stack, customized investment solutions, back-office support, financial planning, and comprehensive training and marketing programs.
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The all-in-one practice builder

Brookstone’s comprehensive Advisor portal is built on cutting-edge technology and includes a wide range of options and streamlined operational support for a fully integrated solution for your practice.

Track prospects and streamline onboarding

Our Advisor Portal is the central hub for our advisors. The Portal is where you would go to run proposals for clients as well as to find resources such as our forms, custodial paperwork, training materials, and more.

Back-office management

Our streamlined approach saves you time so you can spend less time processing paperwork and more time helping your clients reach their financial goals.

Learn more about our advisor technology
fully integrated advisor portal
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More choices for you and your clients.

Our wide spectrum of investment options gives you the ability to offer an array of customized solutions to suit client’s risk tolerance, investment objectives, and timeline horizons.

Do it for me: Turnkey investment options with our CFA-designed RAISE core models.

Do it with help: Risk-based templates for any client profile and risk tolerance.

Do it myself: Expanded roster of investment options in our Open Architecture platform.

Learn more about our investments platform

customized investment options
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Comprehensive Training Programs

We provide our advisors with the most comprehensive education and training possible. Our Positioning Advisors for Success Series (PASS) is an expansive, multi-level training program built to suit advisors of all experience levels.

Advisor Core Training

Advisor Advanced Training

Inspire National Conference

Learn more about our advisor training

financial planning compliance and operational support
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Turnkey marketing solutions

We provide our advisors valuable marketing services and comprehensive marketing solutions to help you attract new clients.

Digital hybrid marketing

Tap into our proven marketing funnels to start reaching more potential clients today. Our highly targeted Facebook ad campaigns connect you to qualified prospects at local libraries, colleges, and universities.

Learn more about the Retirement Wealth Academy

turnkey marketing solutions and digital hybrid marketing
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Win clients with first-class financial planning

We'll not only help you meet new prospects, our financial planning team can help you convert them into clients too. We serve hundreds of advisors, running thousands of plans each year; we know what works, what doesn’t, and what high-value clients are really looking for.

Leverage our planning team to:

  • Convert more HNW individuals
  • Close more business
  • Scale your AUM
  • Retain existing clients
Learn more about Financial Planning
best platform for digital asset management
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All the support you need to succeed

Operational support

You can lean on our extensive resources of our operational team to help you streamline all your back office management. Our team will help you manage the entire process of administrating, funding, and maintaining clients’ accounts.

Compliance support

With the constantly changing SEC regulations and the onset of the new DOL fiduciary rule, full-scope compliance support is mandatory. Our team provides full compliance oversight, support, archiving, and E&O insurance.

Plus Trading, Billing Support, and more!

Learn more about how we support you
financial planning compliance and operational support
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More than just a platform

Watch as Dean Zayed, founder and CEO, discusses how Brookstone is redefining and reinventing the TAMP space by offering independent advisors a lot more than just a money management provider.

See what advisors are saying

Our Goal

" Be the idea, thought, and platform leader at the intersection of insurance and securities to create the most enhanced asset gatherers possible. And be THE primary financial industry partner that helps you build a sustainable, enjoyable, and scalable practice designed to maximize your enterprise value."
- Dean Zayed, Founder & CEO
1,000+
advisors supported
$8.8B+
in AUM as of December 2023
80K+
clients serviced annually

Why do over 1,000 advisors choose Brookstone?

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Integrated Advisor Portal
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Open Architecture  Platform
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Turnkey Model Portfolios
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Comprehensive Planning Tools
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Streamlined Account Opening
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Custodial Integration
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Compliance Support
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Retirement Wealth Academy
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Partnerships with Industry Leaders
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Boutique Investment Strategies
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Portfolio Builder
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Dedicated Trading Team
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Sleeve Level Reporting
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Personalized Financial Planning
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Prospect Tracking
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Advisor Training & Workshops
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Monthly Performance Reports
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And Much More!

Trusted by the industry's best

We've helped some of the nation's best financial advisors build their business.
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“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