Tell Us About Your Goals
Is joining a community that supports your growth and success right for you?
Transform Your Advisory Career with Us
Advanced technology & tools
Collaborative advisor culture
Complete professional support
Long-term growth & independence
Let's Chat
Do you mind introducing yourself? Take a minute to tell us about the business you envision. We'll set up a low-key chat to learn more. Let's see if Brookwood can help you make your vision a reality!
Not Your Typical RIA:
Advisor Essentials
The best software in every practice-management discipline. We stay on top of the technology so you don't have to. Grow efficiently with the best 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 advisory apart.
Professional Support
From compliance attorneys to trained professional coaches, our services team delivers the mentorship and support your business needs to excel and grow.
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 Simple Plan to Grow Your Business
Ready to start making something big happen? Ready to embrace tomorrow, and to start building a bigger, better business 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. 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 for achieving 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 advisors.
Grow Your Business
Realize your business' 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.
FAQs
Find answers to common questions about 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 financial advisory business that aligns with your vision.
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 financial advisors with the resources they need to build robust, client-focused practices, we help them achieve sustainable growth and deliver exceptional value to their clients. Our community-driven approach fosters collaboration and innovation, enabling financial advisors to thrive in a competitive financial landscape.
We provide a range of services designed to enhance your advisory practice, 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 the best 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. We are 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 advisors with ongoing mentorship and professional guidance. Our team of seasoned professionals offers personalized coaching and strategic advice to help you grow your advisory practice, develop your skills, and achieve 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, innovate, and achieve their goals.
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 grow your 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’ll have everything you need to build a successful, sustainable practice on your terms.
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 to succeed. Make Brookwood your RIA partner!