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.

BUSINESS TOOLS

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
2006
Founded in Wheaton, IL
by Dean Zayed
50k+
Client accounts
serviced annually
$8B+
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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Brookstone Capital Management Expands Darryl Ronconi’s Role, Naming Him President and Chief Operating Officer

Brookstone Capital Management (“Brookstone”), a leading SEC-registered investment advisory (RIA) firm providing fee-based asset management services, announces Darryl Ronconi as the company’s new president.

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AmeriLife Acquires Majority Stake In Brookstone Capital

AmeriLife Group LLC, headquartered in Clearwater, Fla., has acquired a majority interest in Brookstone Capital Management, according to a news release.

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Brookstone and FormulaFolios Combine to Create $6.5 Billion RIA

This merger positions the firm as a leading provider of advisory services to its targeted niche of retirement advisors.

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Questions?

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