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About Cambridge

Awards and Recognition

Our purpose is to make a difference in the lives of our financial professionals, their clients, and our associates. In pursuit of our purpose, we’ve been honored with a few noteworthy awards.

In the end, a win for Cambridge is a reflection of the great work our financial professionals are doing every day.

Wealthies Awards

Named a 2024
Wealthmanagement.com Industry
Awards (Wealthies) winner in
two categories1


Press Release

ThinkAdvisor LUMINARIES

CEO and Co-Chairman Amy Webber,
Presidents Colleen Bell and Jeff Vivacqua
recognized at 2024 ThinkAdvisor
Luminaries Awards2


Press Release

Top Workplace Awards

Recipient of Top Workplace Iowa (14),
Top Workplace USA (4), and Top
Workplace Financial Services Industry
(3) awards3


Press Release

No. 3 in Overall
Advisor Satisfaction

Named third in overall satisfaction
among independent advisors by J.D.
Power and Associates4



Rankings

No. 7 Largest

Independent Broker-Dealer

Ranking received in the 2024
InvestmentNews Independent
Broker-Dealer rankings. Ranking
based on total revenue.5


Rankings

No. 9 Fastest-Growing Independent Broker-Dealer

Ranking received in the 2024
Financial Planning IBD Elite rankings. Ranking
based on revenue growth.6


Rankings

1WealthManagement.com, Wealthies Awards, 2024. Finalists and winners are chosen based on nominations from industry peers. To learn about the award nomination and selection process, visit https://informaconnect.com/wealth-management-industry-awards/2024-finalists/

2ThinkAdvisor LUMINARIES Awards Class of 2024: CEO and Co-Chairman Amy Webber (Executive of the Year), President Colleen Bell (Luminaries with a Heart), and President Jeff Vivacqua (Thought Leader of the Year). Winners and honorees are chosen based on nominations. Awards received December 11, 2024. To learn more about the award criteria, visit https://event.thinkadvisor.com/luminaries-awards/criteria.

3The Top Workplace in Iowa, 2011-2024; The Top Workplace USA, 2021-2024; The Financial Services Industry Top Workplace, 2022-2024, recognitions are determined by associate feedback through an anonymous survey conducted by Energage, an independent research company. More information on the methodology to qualify can be found at https://topworkplaces.com/resources/national top workplaces methodology/

4The 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.

5Based on total revenue. Ranking received in the 2024 InvestmentNews Independent Broker Dealer industry survey rankings.

6Based on revenue growth. Ranking received in the 2024 Financial Planning IBD Elite rankings.