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Raimondo, Kimberley

Founder, CEO, & CCO

Brookwood Investment Group

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Luminaries 2026

RIAs: Less Than $10 Billion AUM/AUA

Luminaries 2026 Impact Statement

Kimberley Raimondo, J.D., Esq., is Co-Founder and Chief Executive Officer of Brookwood Investment Group, where she is redefining what advisor independence can look like through a scalable, advisor-centric business model. Drawing on more than 20 years of experience spanning investment advisory services, insurance, operations, risk management, regulatory compliance, and securities law, Raimondo has built a platform that empowers entrepreneurial advisors with institutional-quality resources while preserving the flexibility and fiduciary commitment that define independent advice. Under her leadership, Brookwood has grown from $515 million in assets under management in 2024 to more than $1.6 billion in 2026, serving more than 6,200 clients through a network of approximately 75 advisors