For financial advisors, the right partner firm makes all the difference. Discover six ways Cambridge is different than your ordinary broker-dealer or RIA.

As a financial advisor, you put your clients first—but who is putting you first? Learn how to get the most out of your business with Cambridge, where advisor collaboration and success go hand in hand.

With the right partner firm, anything is possible. Learn how two of our many OSJ leaders have leveraged their partnership with Cambridge to grow their office of supervisory jurisdiction.

Hear from our CEO and Co-Chairman of the Board, Amy Webber, on why Cambridge has remained internally controlled for nearly 45 years¹–and why we’re built to stay that way for the long haul.

Questions for independent financial professionals to consider when choosing a partner firm.

Get our succession strategy outlining Cambridge’s commitment to internal control and preserving the independence of the financial advisors we serve.

As cyber threats grow, financial advisors must protect sensitive client data and maintain trust. Learn key strategies for building a strong cybersecurity plan in today’s evolving digital landscape.

After nearly 45 years in business, we recognize it has always been about the people. Watch how Eric Schwartz, Founder and Co-Chairman of the Board, just wanted to build something wonderful.

Tips for promoting a more inclusive culture and office environment.

Learn why women are ideally suited to thrive in today’s wealth management environment.

Five ways to become an effective ally and inspire change in your organization and community.

Cambridge Founder and Co-Chairman of the Board, Eric Schwartz, takes you through his top 40 tips after 40 years.

Build the business you envision by partnering with Cambridge. Download our whitepaper to discover growth strategies designed with every OSJ leader in mind.

Partnering with the right firm can help you connect with younger investors and serve their unique objectives.

Discover how you can position your financial practice to appeal to the expanding audience of women investors.

The financial services industry continues to consolidate at a record pace. Our consolidation checklist will help you evaluate your partner firm and avoid getting swept up in the middle of an unwanted M&A deal.

Cambridge offers several multi-asset and equity SMA strategies focused on socially responsible investing.

Discover the top reasons OSJ leaders bring their practice and team of advisors to partner with Cambridge.

Take control of your next purchase with our acquisition guide.

Learn why succession planning doesn't have to be a hassle.

Find out how critical it is to create a continuity plan for your business.

Find out how innovative growth solutions offered by Cambridge empower you to take your practice to the next level.

If you’re a financial advisor considering a transition, this guide has you covered on preparing your brand and your clients for the big move.

Enjoy a next-level advisor transition experience at Cambridge.

Download your transition guide to learn the top five factors financial advisors must consider when preparing to transition to a new broker-dealer or RIA.

Discover why the right mix of planning, support, and personnel can create a successful transition for you, your business, and your clients.

Three steps financial professionals can take today to promote financial education and wellness.

Learn how outsourcing can improve efficiencies and let you focus on what’s important, your clients.

Five ways financial professionals can help shield elderly clients from financial exploitation.

Since joining Cambridge, Denny Gustin-Piazza of Wealth Planners, LLC says “there aren’t limits on what I can and how I provide services to clients.”

We believe every journey is important. Our commitment to support financial professionals goes beyond the average broker-dealer.

Cambridge offers flexible services to strengthen your business plan.

Cambridge makes it possible for you to offer holistic advice by supporting fee-based and fee-only business models.

Von Cook of Client Centric Advisors began his journey with Cambridge in 2018. Since joining Cambridge, he is proud to partner with a firm that offers customer support through real people in real time.

The long-standing independence and core values of Cambridge set us apart according to Shane Westhoelter of Gateway Financial who explains that “not all broker-dealers are the same.”