Discover the Difference.
Find out what Brookstone can do for you!

Whether you're new to the advisory business, looking for help to grow your existing practice, or adding fee-based money management to your services, We offer independent financial professionals risk-management investment solutions with an all-inclusive infrastructure and support to help you start, build, and grow your business.

best platform for independent financial advisor

Everything you need to run a modern advisory practice

Grow your advisory practice with a comprehensive tech stack with all the features you’ll need to operate more efficiently. Our turnkey Advisor Portal is a centralized platform combining both client and asset management with account administration.

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all-in-one advisor platform

Our investment approach seeks to protect and grow wealth

Brookstone provides an investment methodology and portfolio solutions based on a risk-managed approach. Our extensive platform supplies a powerful, flexible range of investment options to meet the diverse needs of your clients.

Our Open Architecture Platform gives you access to:

  • Our custom-built RAISE models
  • Brookstone Asset Management ETFs
  • A variety of satellite strategies to complement a client’s portfolio
  • An expansive rooster of alternative investment choices
Learn more about our investment offerings
scale your assets under management

Transform your business with Brookstone.

With our dedicated team of specialists to assist you with any business and investment requests you’ll no longer have to manage money actively — you’ll be able to devote more time to acquiring new clients and running your practice.
Portfolio design
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strengthen client relationships
Education & training
Operational support
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Founded in Wheaton, IL
by Dean Zayed
Client accounts
serviced annually
Asset under management
as of December, 2023

Discover what a TAMP should be

Find out what makes Brookstone special and hear how we have been helping advisors across the country take their practice to the next level.
Come grow with us. Contact us today!

Recent News

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Market Analysis

NAIFA Announces New Strategic Marketing Partnership with Brookstone Capital Management

The National Association of Insurance and Financial Advisors (NAIFA) is thrilled to announce a new strategic partnership with Brookstone Capital Management, a leading financial advisory firm based in Wheaton, IL.

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Market Analysis

Brookstone’s Eight New Exchange-Traded Funds - Introducing Brookstone Asset Management

Brookstone awarded the business to Ultimus as a result of Ultimus’ consultative approach and ability to plug into the ETF ecosystem of various third-party providers.

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Market Analysis

Amerilife Hall for All: How Turnkey Asset Management Platforms (TAMP) Help Independent Agents and Advisors

Wheaton, IL - November 12th, 2023 - Brookstone's affiliate Amerilife releases a video called "what is a TAMP" which explores what makes Brookstone so special. 

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Frequently Asked Questions

Want to learn what Brookstone can do for you?

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