Financial advisor practice management.

Our platform has helped independent financial 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.

best platform for independent financial advisor
financial advisor TOOLS

Everything you need to run a modern advisory practice

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

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all-in-one advisor platform

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
scale your assets under management

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.
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Save money
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Streamline account opening
strengthen client relationships
Strengthen client relationships
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Build your brand
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Much More
Founded in Wheaton, IL
by Dean Zayed
Client accounts
serviced annually
Asset under management
as of December, 2022

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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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Market Analysis

Housing Market Woes

US equities declined this week as communication from the Federal Reserve remained very hawkish.

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Market Analysis

Inflation Continues

US equities declined this week as inflation numbers contribute to a challenging macro backdrop for financial assets.

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Market Analysis

Positive Labor Market

US equities declined this week as interest rates rose rapidly.

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Frequently Asked Questions

Still have unanswered questions?

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