Where advisors
go to grow.

Our platform has helped advisors across the country serve more clients, more efficiently. Contact us to learn why advisors are switching to one of the fastest-growing RIAs in the country.


Everything you need to run a modern practice

Our services allow advisors to outsource non-client-facing tasks, freeing up time to grow their business and better serve existing clients.

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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

Do more with Brookstone

With our portfolio solutions, you’ll no longer have to actively manage money — you’ll be able to devote more time to acquiring new clients and running your practice.
Save money
Streamline account opening
Strengthen client relationships
Build your brand
Much More
Founded in Wheaton, IL
by Dean Zayed
Client accounts
serviced annually
Asset under management
as of November, 2021

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Discover how Brookstone can help you streamline your business and deliver greater value to your clients.
Want to learn more? Contact us

Recent News

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Singing the Blues

Equity markets declined this week, ending the week on a series of negative headlines.

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January 2022 Market Update

In this month's market recap, we review the performance of various asset classes and the driving factors behind this performance.

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The Humdrum Labor Market

Equity markets declined this week after nonfarm payrolls and PMI readings missed expectations.

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Connect with our Business Development team to learn more about what Brookstone can do for you.