Company intelligence
Brookwood Investment Group, LLC
Seize the Future for Your Financial Advisory.
About Brookwood Investment Group, LLC
Brookwood Investment Group is a registered investment advisor (RIA) built for entrepreneurial financial advisors who want more than a traditional platform. We combine cutting-edge technology, innovative investment strategies, and personalized support to help advisors grow thriving, independent businesses. At Brookwood, we’re more than an RIA - we’re a collaborative community of forward-thinking advisors committed to staying ahead. Our advisors leverage advanced technology, apply the latest innovations in investment science, and benefit from hands-on operational and strategic support tailored to their unique goals. When advisors join Brookwood, they gain a true partner dedicated to their success. We take the time to understand what success means to each advisor and provide the tools, infrastructure, and guidance needed to turn that vision into reality. Our platform empowers advisors to operate efficiently, scale confidently, and focus on delivering exceptional value to their clients. Brookwood Investment Group exists to help advisors build the businesses they’ve always imagined - supported by a team that’s invested in their growth every step of the way.
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Signals from Brookwood Investment Group, LLC
5 published signals
Presence & Recognition
Brookwood Investment Group, LLC CEO Kimberley Raimondo, Esq., was featured in a recent RIABiz.com article examining Vanguard Group's $4.6 billion acquisition of Altruist.
Reported by Brookwood Investment Group, LLC
Presence & Recognition
Brookwood Investment Group, LLC was named a finalist in the 2026 ThinkAdvisor #Luminaries Awards competition for a Product or Service Innovation Award in the RIAs under $10B AUM category.
Reported by Brookwood Investment Group, LLC
Presence & Recognition
Brookwood Investment Group, LLC worked alongside Marie Swift, founder of Impact Communications, Inc. - Marketing & PR, and Amplify Platform executives Kimberly Hill, CPA, PMP, Jolen Garcia, and Churni Bhattacharya.
Reported by Brookwood Investment Group, LLC
Presence & Recognition
Brookwood Investment Group, LLC CEO Kimberley Raimondo, Esq., was recently named a finalist for CEO of the Year in the 2026 ThinkAdvisor #Luminaries Awards for RIA firms under $10B.
Reported by Brookwood Investment Group, LLC
Presence & Recognition
Brookwood Investment Group, LLC President Claire Alexander was named an Excellence Awardee and finalist for Independent RIA Leader of the Year (Female Led) in the 2026 InvestmentNews #WomenToWatch Awards.
Reported by Brookwood Investment Group, LLC