Brookstone Capital Management supports independent financial advisors with a turnkey asset management platform designed to help them grow their practices and assets under management. Serving advisors across all 50 states, the company combines investment services, technology, training, marketing, financial planning, and operational support in an integrated offering.

Its Advisor Portal brings together tools for prospect tracking, client proposals, onboarding, account administration, forms, and training resources. Advisors can choose among CFA-designed RAISE core models, risk-based investment templates, and options through an open-architecture platform, allowing them to tailor solutions to clients’ needs. Brookstone also provides back-office, trading, billing, and compliance support, as well as custodial integration and account servicing.

Additional services include financial planning to support client acquisition and retention, turnkey and digital marketing programs, and the Positioning Advisors for Success training series for professionals at different career stages. Founded in 2006, Brookstone reports supporting more than 700 advisors and servicing over 80,000 accounts annually. Its stated aim is to help advisors build sustainable, scalable practices through dedicated support and customizable resources.