We have a plan for remaining independent. Do you?
While others consolidate or sell, we’re staying independent – by design.
Your Business.
Your Way.
For nearly 45 years, Cambridge has helped independent financial professionals serve clients and build their businesses.
Start your journey
Control Your Journey
Unlock a range of solutions designed to put you in complete control
Discover a New Level of Technology
Take your practice to the next level with cutting-edge technology solutions
Learn more about technology
Independence
Focused On You
Our commitment to remaining independent means you can operate your business with complete confidence and peace of mind*
$265B
Assets Under Advisement (AUA)1
900
Home Office Associates
*As of 12/31/2025
1AUA (Assets Under Advisement) reflects fee-based and independent RIA assets plus commission assets
Support at Every Turn
Our service and support teams will guide you through every step of your journey
No.3
In J.D. Power Independent Advisor Satisfaction rankings*
* The 2025 J.D. Power U.S. Financial Advisor Satisfaction Study measures satisfaction among both employee advisors (those who are employed by an investment services firm) and independent advisors (those who are affiliated with a broker dealer but operate independently) based on six key factors (in alphabetical order): compensation; leadership and culture; operational support; products and marketing; professional development; and technology.
