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
Designed for you

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.

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

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:

  • Turnkey Model Portfolios
  • Brand Name Asset Managers
  • Customized Strategies
turnkey model portfolios for advisors and clients

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
advisors supported
in AUM as of December 2022
clients serviced annually

Our integrated advisor tech stack

We've brought industry standard solutions onto one, unified platform.
Advisor software - Orion
Advisor Support - Salesforce
Risk Management Software - Riskalyze
Advisor Planning Software - Morningstar
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Financial Planning Software - Instream
Charles Schwab
Charles Schwab
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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 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