Who We Are

Cambridge is a privately controlled financial solutions firm focused on serving our independent financial advisors and their investing clients.

Explore Opportunities at Cambridge

At Cambridge, our purpose is to make a difference in the lives of our advisors, their clients, and our associates.


Over 35 years ago, Eric Schwartz, Cambridge Founder and Executive Chairman, acted with inspired vision that led the industry-wide paradigm shift – the development of a hybrid model to support freedom of choice and open architecture fee and commission platforms. Today, Cambridge supports more than 3,300 financial professionals serving hundreds of thousands of investing clients across the country. We believe a firm's culture influences its reputation. We think you can take a hard look at a firm's stated mission and values and compare that to how the firm's management and staff engage with advisors and manage business activity.

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 privately controlled independent broker-dealers in the country.