Brookstone Wealth Advisors

Brookstone Wealth Advisors

Brookstone Wealth Advisors launched in 2005 as an SEC-registered investment adviser, pairing individual retirement planning with an institutional-scale asset-management backbone. Founder Dean Zayed positioned the firm as a hybrid: a client-facing RIA in Wheaton, Illinois, supported by parent company Brookstone Capital Management, which operates the multi-billion-dollar investment platform that powers both retail and advisor-served accounts through a rules-based, academic-research-driven methodology. The firm’s deployment spans managed equity and fixed-income portfolios built on its proprietary FormulaFolios framework, alongside corporate retirement plans for small to medium-sized businesses. Its advisor platform, described internally as a TAMP+, layers turnkey model portfolios — including CFA-designed RAISE core models — with an open-architecture menu and risk-based templates. The geographic reach extends from the Midwest through a Grand Rapids, Michigan headquarters for the RIA, with advisors distributed nationally via the firm’s network. Brookstone supports more than 700 advisors with an operations and compliance staff of over 85, as stated on its own website. Advisors gain access to a centralized portal for proposals, onboarding, and back-office management, while the corporate team runs thousands of financial plans each year. The platform also includes a digital marketing engine that runs targeted Facebook campaigns and an in-house planning unit designed to help advisors convert prospects. In recent years, the firm has been cited by Financial Advisor Magazine as one of the fastest-growing RIAs. What separates Brookstone from a standard TAMP is the deep integration of training and compliance into the platform. The Positioning Advisors for Success Series (PASS) program offers multi-level education from core training to an annual Inspire National Conference, while the firm provides full compliance oversight and E&O insurance. That structure means an advisor can join as a solo practitioner and immediately operate with the infrastructure of a much larger firm, all under the Brookstone regulatory umbrella.