Seize the Future for Your Financial Advisory.
At Brookwood Investment Group, a registered investment advisor (RIA), we empower entrepreneurial financial advisors with cutting-edge technology, innovative strategies, and personalized support.
We're Brookwood Investment Group
We're Brookwood Investment Group, a different kind of registered investment advisor (RIA). Unlike other RIAs, Brookwood is a tight-knit community of entrepreneurial financial advisors who've banded together to:
- Stay on top of cutting-edge advisor technology
- Make profitable use of the latest innovations in investment science
- Get personal support for every advisory need
When an advisor joins Brookwood, they become part of a supportive community where every advisor's unique talents are explored, recognized, and nurtured. Brookwood advisors know: if you help us understand what "success" means to you, we'll find a way to help you build the business you've always imagined.
As your RIA partner, we'll provide you with the technology and the support you'll need to succeed. We'll keep you buttoned up, efficient, and in a stronger position to deliver real value to your clients.
Curious? Start by reaching out. Let's have a low-key chat about your goals.
It's Just Too Easy to Get Stuck.
You didn't realize tech support was part of the job when you set out to do this. We get it. We understand what it's like trying to make something big happen with tools that are on the verge of worn out. And of course the financial landscape just keeps evolving...
You have to adapt ... constantly. Wouldn't it be better if someone else was on top of adapting to everything for you? You could spend your time building relationships and growing your business. Just think of it.
Struggling with inefficient tools?
Feeling unsupported?
Facing growth roadblocks?
Not Your Typical RIA
It's time to make a change. You're ready to build a financial advisory in which success is a function of the relationships you can build and grow. Brookwood will free you to build the relationships you imagine. Everything else? From software to strategies to services, we're on top of it. We'll give you immediate access to the best of each.
Advisor Essentials
Current software in every practice-management discipline. We stay on top of the technology so you don't have to. Grow efficiently with the right tools.
AI-Driven Strategies
The smartest, most advanced asset management strategies available. Stand apart from your competition. Offer innovative value to your clients.
Business Expansion
You could be doing more for your clients. Expand into complete wealth management. Deliver personalized services that set your practice apart.
Professional Support
From compliance attorneys to trained professional coaches, our services team delivers the mentorship and support your advisory needs to grow.
A Simple Plan to Grow Your Financial Advisory
Ready to start making something big happen? Ready to embrace tomorrow, and to start building a bigger, better financial advisory today? Brookwood is dedicated to helping you be successful, even in the midst of rapid change. Work with us to shift your business into high gear. You can do it in three simple steps.
Join Brookwood
The first step is easy. Start a conversation. Tell us about your needs and goals. We'll set you up with everything you need, and we'll work with you to develop a plan designed for success on your terms.
Use Brookwood
We’ll provide everything you need to step out from the crowd, build better relationships, and grow. Access advanced resources, personalized support, and a close community of entrepreneurial financial advisors.
Grow Your Business
Realize your advisory's full potential. Build great client relationships. Earn more of them. Succeed on your terms. We'll work hard to ensure your success is sustainable and rugged enough for the long haul.
Brookwood is Great for Entrepreneurial Financial Advisors.
Why Entrepreneurial Financial Advisors Choose Brookwood
Entrepreneurial financial advisors choose Brookwood as their RIA partner because we help them build the business they envision. We provide unique access to innovative investment products, making their advice more valuable. And we give their usual investment of administrative time back to them. That's time that financial advisors with a vision tend to use for building better client relationships. We've created a setting where an entrepreneurial spirit can thrive.
Innovating for Empowerment
Brookwood provides cutting-edge technology essential for driving financial advisory success. Our advanced tools help you anticipate trends, adapt to change, and seize new opportunities. By embracing innovations that enhance operations and drive growth, we ensure you lead the advisory business with efficiency and foresight.
Collaborative Culture
Thrive in an energetic advisor community that’s built on collaboration and support. Brookwood's culture values teamwork, mutual respect, and shared success. Join entrepreneurial financial advisors who inspire and empower each other, fostering an environment thsat promotes collective growth.
Long-Term Growth
Brookwood is an RIA that's dedicated to your long-term success. Beyond providing tools, we offer hands-on mentorship and strategic support. Our commitment is focused on helping you achieve real, sustained growth. Partner with us every step of the way, and drive meaningful progress and long-term success in your financial advisory practice.
At Brookwood, here's what we do for you
Financial Advisor Essentials
Streamline your operations with Brookwood’s advanced technology and comprehensive back-office support. Our tools, including intuitive CRM systems and robust back-office software, boost productivity and simplify your workflow. With Brookwood as your RIA partner, you'll be able to manage your advisory practice much more effectively, allowing you more time to build better client relationships and grow your business. We'll ensure you have the most current tools, making your financial advisory as effective and competitive as possible.
Streamline operations
Use the best tools
Lean into innovation
Exclusive AI-Driven Strategies
Gain an edge with Brookwood’s AI-driven asset management strategies. Our AI analyzes vast amounts of US equity trading data, uncovering opportunities that traditional methods miss. Building strategies based on these opportunities helps optimize decisions, reduces risk, and enhances performance potential. Stay ahead of market trends. Meet your clients' goals. You'll deliver superior potential with our exclusive AI-driven strategies.
Superior performance potential
Solid risk management
Innovative competitive edge
Technology to Expand Your Offering
With Brookwood as your RIA partner, you'll have access to all the technology you need to extend your services in wealth management: lending, estate planning, behavioral finance, and financial planning. Now you can offer services you've never provided before, meeting more of your clients' needs. Broaden your capabilities, cover every aspect of your clients' financial lives, and stand out as the financial advisor who delivers truly comprehensive wealth management solutions.
Expand your offering
Become an essential client partner
Grow your business
Professional Support
Brookwood provides professional, personalized support in your pursuit of independence and an optimized workload. We deliver compliance management and performance coaching, OCIO services, and administrative support, all tailored to make sure you're buttoned up and ready for the future. With Brookwood as your RIA partner, you’ll have the mentorship and resources you need to aim for long-term success, allowing you to focus your energy on growing your practice and engaging your clients.
Simplify compliance
Optimize your practice
Grow your business
Success Stories
Brookwood provides the resources and support I need to focus on growing my business and serving my clients (instead of getting stuck on all the "other" stuff). It's an independent and entrepreneurial platform without all the red tape that many organizations have.
Ross Atefi
Yatra Wealth Design
Brookwood’s resources have helped me focus on building my business while offering a succession plan for my clients after 42 years.
Steve Schippel
Schippel Consulting
At Brookwood, I've found true autonomy to shape my practice, backed by compliance that actually supports my growth instead of hindering it. The team's unwavering support has been crucial in building my unique advisory business.
Cassie Kang
CK Wealth Management
Brookwood feels like a true partner the way they approach relationships with their advisors. The support, resources and guidance I receive from them allows me to focus on providing the best service to my clients as I possibly can.
Zachary Jones
Dovetail Capital Management
A Supportive Financial Advisor Community
At Brookwood, you'll get the incentive to work hard, the freedom to innovate, and the support you need to excel. Our collaborative environment and commitment to shared success ensure you have everything you need to succeed and grow your practice.
Don't Get Left Behind
Is your current approach keeping up? In a fast-changing financial landscape, sticking to outdated methods can hold you back. Without innovative tools and support, you risk falling behind. Don’t miss the opportunity to optimize your advisory, strengthen client relationships, and aim for long-term success. Make Brookwood your RIA partner to stay ahead and thrive.
Missed growth opportunities
Inefficient operations
Lack of competitive edge
Tools. Technology. Strategies. Support.
Discover how Brookwood’s innovative RIA approach can transform your financial advisory career.
FAQs
Find answers to common questions about an RIA partnership with Brookwood.
Brookwood Investment Group is a registered investment advisor (RIA). More importantly, we're a community of entrepreneurial financial advisors dedicated to staying ahead with cutting-edge technology, innovative strategies, and personalized support. We empower financial advisors to build and grow their practices by providing the tools and resources they need to succeed.
Unlike other RIAs, Brookwood focuses on empowering entrepreneurial financial advisors with the latest technology and innovative strategies while fostering a supportive, collaborative community. We’re committed to your success, helping you build a business that aligns with your vision.
As an RIA, Brookwood focuses on serving entrepreneurial financial advisors because we believe that independent, growth-minded professionals are best positioned to benefit from our advanced tools, innovative strategies, and comprehensive support. By empowering entrepreneurial advisors with the resources they need to build robust, client-focused practices, we help them focus on sustainable growth and deliver value to their clients. Our community-driven approach fosters collaboration and innovation, enabling advisors to thrive in a competitive financial landscape.
We provide a range of services designed to enhance your advisory business, including advanced technology, AI-driven investment strategies, and comprehensive professional support. Our goal is to help you streamline operations, improve client relationships, and expand your service offerings.
Brookwood offers current software in every practice-management discipline, including intuitive CRM systems, robust back-office software, and AI-driven strategies. As a different sort of RIA, we're committed to staying on top of the latest technology trends, ensuring you have access to the most advanced tools to grow your advisory efficiently.
Brookwood works with a wide range of custodians to provide flexibility and choice for our financial advisors. As your RIA partner, we're committed to supporting the custodian that best aligns with your practice's needs, ensuring seamless integration and efficient management of your clients' assets.
Our AI-driven strategies leverage advanced analytics to uncover opportunities in the market that traditional methods may miss. By analyzing vast amounts of data, our AI helps optimize investment decisions, manage risk, and enhance performance potential, giving you a competitive edge.
As your RIA partner, Brookwood will provide the technology and support you need to broaden your capabilities beyond traditional financial advising. This includes expanding into areas like wealth management, estate planning, behavioral finance, and more, helping you meet all of your clients' financial needs.
We offer comprehensive support services, including compliance management, performance coaching, OCIO services, and administrative support. Our team of professionals is dedicated to helping you streamline your practice and focus on what matters most—growing your business and building strong client relationships.
Yes, Brookwood provides comprehensive compliance services to help you navigate the complex regulatory landscape. Our team of experienced compliance professionals will work with you to ensure that your financial advisory meets all necessary regulations and standards, allowing you to focus on building your business.
Absolutely. At Brookwood, we believe in supporting our financial advisors with ongoing mentorship and professional guidance. Our team of seasoned professionals offers personalized coaching and strategic advice to help you grow your practice, develop your skills, and focus on your long-term goals.
Brookwood is an RIA built on a foundation of collaboration and shared success. Our community of entrepreneurial financial advisors supports and inspires one another, fostering an environment where each member can thrive and innovate.
Getting started with Brookwood is easy. Simply reach out to us for an initial conversation about your goals and needs. From there, we’ll provide a tailored plan and the resources you need to focus on growing your career and business effectively.
The onboarding process at Brookwood is straightforward and tailored to your needs. We start with an initial conversation to understand your goals and challenges. From there, we provide a customized plan and resources to help you integrate seamlessly into our advisor community and start leveraging our technology and support services.
We provide continuous mentorship, strategic support, and access to innovative tools and resources. Our commitment to your long-term success means we're with you every step of the way, helping you adapt to changes in the market and seize new opportunities.
When you make Brookwood your RIA partner, you'll gain access to a vibrant community of like-minded financial advisors, cutting-edge technology, innovative investment strategies, and comprehensive support services.
You can easily reach out to us via our website to schedule a consultation or start a conversation about how we can help you grow your business. Our team is here to assist you with any questions and provide the support you need. Make Brookwood your RIA partner!