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Cambridge Named ‘Wealthies’ Finalist in Six Categories

Firm’s six finalist selections are tied for second-most of any firm in year that saw record number of nominations

FAIRFIELD, IA – June 7, 2023 — Cambridge, a leading independent financial solutions firm, was named a 2023 Industry Awards (“Wealthies”) finalist in six categories, tied for second-most among the over 400 firms that submitted a nomination. Cambridge’s group of six finalists reflect the firm’s breadth and versatility, with selections ranging from its Real Practice Management program and ‘Let’s Talk’ podcast to its ‘Appreciating Diversity’ training series and ‘Something Wonderful’ national marketing campaign. Cambridge was also honored for its Retirement Plan Advisors (RPA) offering and contributions towards the planning, construction, and opening of the Cambridge Little Achievers Childcare Center.

The Wealthies are a leading awards program in the financial services industry that honor outstanding achievements by companies, organizations, and individuals who are supporting the development and success of financial advisors around the country. All finalists were selected by a panel of 18 independent judges that evaluated1 over 1,000 entries from more than 400 companies, the most submissions ever received in the award’s nine-year history. Winners will be announced during a formal awards ceremony on September 7, 2023 in New York City.

Below is a look at each Cambridge finalist. To view the complete list of 2023 Wealthies finalists, click here.

Cambridge Little Achievers Center | Corporate Social Responsibility
Category: Broker-Dealers (1,000 Advisors or More)

Real Practice Management (RPM) Program | Practice Management
Category: Broker-Dealers (1,000 Advisors or More)

‘Let’s Talk’ Podcast Series | Thought Leadership
Category: Broker-Dealers (1,000 Advisors or More)

Retirement Plan Advisors (RPA) Offering | Wealth and Retirement Integration
Category: Retirement Plan Support and Advisor Services (Broker-Dealers)

‘Something Wonderful’ National Marketing Campaign | Digital Marketing Campaign of the Year
Category: Broker-Dealers (1,000 Advisors or More)

‘Appreciating Diversity’ Training Series | Diversity, Equity, and Inclusion
Category: Broker-Dealers (1,000 Advisors or More)

About Cambridge
Cambridge is a financial solutions firm focused on serving independent financial professionals and their clients while preserving its internal control. Cambridge offers a broad range of choices for independent financial professionals regarding solutions for advice, growth, technology, and independence. Cambridge’s national reach includes: Cambridge Investment Research Advisors, Inc. – a large corporate RIA; and Cambridge Investment Research, Inc. – an independent broker-dealer, member FINRA/SIPC, that is among the largest internally controlled independent broker-dealers in the country.

About, an Informa business, provides everything wealth professionals need to know to stay knowledgeable about the industry, build stronger relationships, improve their practice, and grow their business. Named 2021 Neal Award Winner as Best Media Brand For Overall Editorial Excellence, offers financial services organizations a broad array of marketing services designed to help them influence the industry’s leading audience of wealth management professionals.

Contact: Jeff Wulf, Senior Vice President, Cambridge: or 800-777-6080

1, Wealthies Awards, 2023. Finalists are chosen based on nominations from industry peers. To learn about the award nomination and selection process, visit

Securities offered through Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC, and investment advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Both are wholly owned subsidiaries of Cambridge Investment Group, Inc.

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