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.
We provide our advisors with the most comprehensive education and training possible. From investments to practice management to conducting appointments - we have you covered.
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.
Use our Advisor Portal to generate custom risk profiles, build portfolios and track client onboarding.
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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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Leverage the expertise of our investment analysts or create and manage portfolios on your own. Choose from a variety of solutions including:
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
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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.”
"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."
“Brookstone has always been a forward thinking firm. Providing me with cutting-edge technology solutions has made it easier and faster to conduct business.”
