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A Powerful, Turnkey Asset Management Platform

We help independent financial advisors grow, by providing the right tools and resources to help your practice succeed.

Fill out the form to access our all-in-one practice growth brochure and discover how we can support every aspect of your practice.
portal for financial advisors
Technology

Our robust Advisor Portal combines our open architecture asset management, with client management and account administration in an intuitive, fully integrated, and easily scaled solution.

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Investments

Flexibility is our priority. Choose from CFA-designed model portfolios that are adaptable to individual investors or design your own with the freedom of our open architecture platform.

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Dedicated Support

You’ll be able to run your business your way with the resources of a full-service firm by you side. Our team of over 100 dedicated professionals assists our advisors with first-class support.

Help Your Practice Get Big Results


Brookstone helps independent financial advisors build a better practice by providing the right tools and resources to help you succeed.

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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Our story

Since 2006, Brookstone Capital Management has been an industry leader with a focus on one thing – being the absolute best choice for financial advisors. Brookstone Capital Management has been one of the fastest-growing TAMPs in the the country since its inception by providing a comprehensive, and flexible open-architecture platform to over 1,000 affiliated advisors and firms. Recognized as a Financial Times top 300 firm, Brookstone has found success by being laser-focused on providing an all-inclusive support system that will help you start, build, and grow your advisory business.

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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.

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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.

customized investment options
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Turnkey marketing solutions

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

Full marketing support

Collateral and materials
Client communication pieces
Educational webinars & videos
Market commentary, newsletters, & fact sheets
And more!

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.

turnkey marketing solutions and digital hybrid marketing
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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.

Financial planning

Win more high net worth clients with first-class financial planning. 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.

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 helps your practice make sure you’re aware of all the rules and regulations.

financial planning compliance and operational support
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advisor training programs for every advisor

Comprehensive training programs

PASS Training

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.

Inspire National Conference

Our annual event is a forum for education, networking, and inspiration. Advisors experience a first-class event where they spend time with peers to gain knowledge, new ideas, and insight to help grow their business.

    1,000+
    advisors supported
    $8.4B+
    in AUM as of December 2021
    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 (RAISE)
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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!

    Want to learn more?

    Achieve more with Brookstone. Contact us to discover what Brookstone can do for you!
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