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 2023
Wealthmanagement.com Industry
Awards (Wealthies) winner in
three categories1


Press Release

ThinkAdvisor LUMINARIES

Honored with two ThinkAdvisor
LUMINARIES Awards in the
categories of Executive Leadership
and Thought Leadership and
Education2

Press Release

Top Workplace Awards

Recipient of Top Workplace Iowa (13),
Top Workplace USA (3), and Top
Workplace Financial Services Industry
(2) 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. 8 Largest

Independent Broker-Dealer

Ranking received in the 2023
InvestmentNews Independent
Broker-Dealer rankings. Ranking
based on total revenue.5


Rankings

No. 10 Fastest-Growing Independent Broker-Dealer

Ranking received in the 2023
InvestmentNews Independent
Broker-Dealer rankings. Ranking
based on revenue growth.6


Rankings

1WealthManagement.com, Wealthies Awards, 2023. 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/2023 finalists and winners/

2ThinkAdvisor LUMINARIES, Class of 2021. Winners are chosen based on nominations. To learn more about the award criteria, visit https://event.thinkadvisor.com/ luminariesawards/criteria. Amy Webber was a member of the judging panel at ThinkAdvisor but did not vote for any category in which our firm was nominated.

3The Top Workplace in Iowa, 2011-2023; The Top Workplace USA, 2021-2023; The Financial Services Industry Top Workplace, 2022-2023, 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 2023 InvestmentNews Independent Broker Dealer industry survey rankings.

6Based on revenue growth. Ranking received in the 2023 InvestmentNews Independent Broker Dealer industry survey rankings.