The Wealth Advisor has featured Brookstone Capital Management for doing things differently. The 2025 Platforms Advisors Love list highlights Brookstone's approach to advisor support and explains why it stands out.
Most TAMPs focus on investment management and tech. Brookstone goes further. Our "TAMP+" model combines core platform services with fundamental business-building tools. In an industry that keeps getting more complex, Brookstone helps advisors simplify. It gives advisors the resources to grow their practices without giving up control. The support goes beyond tech, including strategy, coaching, and hands-on help. Brookstone is about partnerships.
That's what makes the "TAMP+" difference.
Best Technology
Brookstone delivers one of the most complete technology platforms in the industry. Its Advisor Portal combines everything a financial advisor needs to run a modern practice: client management, portfolio construction, trading, reporting, and back-office support into a single, intuitive system.
Advisors can automate rebalancing, build custom proposals, track client progress, and manage communications without switching tools. Brookstone's technology isn't just a stack of software. It's a real system designed to make advisors more efficient, more responsive, and more focused on what matters most: helping clients.
Uncompromised Service & Support
Ranking in the top three, Brookstone delivers hands-on red carpet service that advisors can rely on. From day one, you get access to a full-service operations team that helps with onboarding, trading, billing, compliance, and everything in between. Advisors don't just get tools, they get people. Whether you're launching or scaling your practice, Brookstone provides dedicated support with real answers.
Best Model Marketplace for Investments
We offer one of the most flexible and advisor-friendly model marketplaces in the industry. With turnkey portfolios or if you want to build your own, Brookstone allows you to choose without sacrificing support.
Our investment platform features risk-managed strategies, income-focused models, tax-efficient solutions, and access to brand names and institutional managers, all designed to align with your client's goals. Powered by top-tier research and backed by a dedicated investment team, our marketplace allows advisors to blend models, customize portfolios, and scale their practice without the burden of daily trading or oversight.
Development & Training That Delivers
Setting the standard for advisor development, Brookstone offers training programs designed for real-world success. From new advisors to seasoned professionals, Brookstone's PASS Core and PASS Advanced training process provides practical, structured education at every level. New advisors start with the Pass Core training to learn the firm's investment philosophy and how to run effective client meetings.
Established advisors dive deeper with Pass Advanced training, which focuses on scaling your practice, enhancing marketing, and building more efficient operations. Ongoing webinars, peer networking, and the annual Inspire National Conference complete a comprehensive and practical program.
Built With Advisors, Backed by Trust
Brookstone Capital Management placed in the top three of the Best Overall category because we work differently. We work with advisors, not just for them. Our advisors don't just use our platform; they build their businesses with it and tell us that's the difference.
We offer hands-on onboarding, custom portfolio construction, full compliance assistance, back-office support, and authentic coaching to help advisors grow, no matter where they start..
That's not just service. That's partnership.
Our advisors overwhelm us with their support because they know we're doing this together. We don't just offer a TAMP. We deliver a TAMP+, a model built on relationships, results, and genuine collaboration. That's why we’re honored to be featured by The Wealth Advisor and remain committed to helping advisors build stronger, more successful businesses.
Discover the Brookstone Difference
Disclosure: The TAMP+ Difference recognition was given in April 2025 by Wealth Advisor Magazine. Receipt of such is based upon an independent survey of all Wealth Advisors subscribers, uncovering advisor familiarity and overall satisfaction covering certain categories. The methodology used for this independent survey was deployed in December 2024. Each TAMP provider paid the same sponsorship fee to be listed in America's Best TAMPs. The sponsorship fee has no tie-in or connection to survey results. The fee entitles providers to also receive marketing services from the Wealth Advisor. Third-party ratings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client, nor are they representative of any one client’s evaluation.
