Be Part of Something Wonderful
At Cambridge, your growth is our business. Since Eric Schwartz founded the firm in 19811, Cambridge has helped financial professionals serve clients, build their businesses, and achieve true independence. We put financial planners, financial advisors, and financial asset managers in complete control by offering a flexible range of RIA and Broker-Dealer services, solutions, technology platforms, and more.
Everybody talks about helping financial professionals and enterprise leaders grow, but Cambridge actually does it. I don’t know of another firm that has the coaching, recruiting support, and product footprint that Cambridge has.
Greg Raines
TAG Advisors
I was like a kid at a candy store when I first got to Cambridge because we had so many products and sponsors to choose from. We never had that before. I was previously in a captive environment and had limited selection and shelf space. When I came to Cambridge, that all changed.
Monte Ferguson
Pivotal Financial Advisors
Kindness is very important to me and is another big positive reason why I enjoy my time at Cambridge. I've always been impressed with the culture and felt very welcomed here.
Lisa Sappenfield Boyer
Boyer and Sappenfield Investment Advisors
1Cambridge and its predecessor broker-dealer
Testimonials may not be representative of the experience of other financial professionals and are no guarantee of future performance or success.
Ready to Start Your Journey?
Learn more about our unique culture and how we can help you build the business you've always envisioned.
Your Vision. Your Journey.
Regardless of the business model you choose, Cambridge has the resources you need to thrive. If you have a vision for your business, we can help you get there.
Independent Financial Advisor
As an independent advisor at Cambridge, we’ll give you the flexibility to run your business and help clients reach their investing goals.
Registered Investment Advisor
Experience the freedom of building your RIA while leveraging the resources and support to further grow your legacy.
Broker-Dealer
Maintain autonomy and infrastructure while developing scalability for your broker-dealer.
Office of Supervisory Jurisdiction
As an Office of Supervisory Jurisdiction (OSJ), you thrive when your financial professionals thrive. We support OSJs with tailored solutions designed to help you meet the unique needs of your financial professionals.
Financial Institutions
Choose from various program structures, unique compensation arrangements, and custom client ownership scenarios that are fully adaptable to your financial institution.
Partners
Become a Partners Alliance member and benefit from over 50 opportunities to deepen relationships with Cambridge financial professionals.
Cambridge by the Numbers
We are proud to work with financial advisors who share our values and commitment to making a difference. Cambridge continues to grow every year.
$151.2B
Assets Under Advisement*
3,800+
Financial Professionals*
900+
Home Office Associates*
*As of September 30, 2023
Ready to Start Your Journey?
Learn more about our unique culture and how we can help you build the business you've always envisioned.