Investors | Form CRS | Account Login

- What's Your Journey?
  
  Independent Financial Advisor Registered Investment Advisor Broker-Dealer Office of Supervisory Jurisdiction Financial Institutions Partners
  
  Independent Financial Advisor
  
  As an independent advisor at Cambridge, you’ll have the flexibility to manage your business and assist your clients in meeting their investment objectives.
  
  Learn More About Solutions for Independent Advisors
  
  Registered Investment Advisor
  
  Embrace the freedom to build your Registered Investment Advisor (RIA) business, while leveraging the resources and support to amplify your legacy.
  
  Learn More About Solutions for Independent Advisors
  
  Broker-Dealer
  
  Empower your broker-dealer business with greater autonomy and robust infrastructure designed to unlock scalability.
  
  The resources and support you need to thrive are a click away.
  
  Office of Supervisory Jurisdiction
  
  As an Office of Supervisory Jurisdiction (OSJ), you thrive when your financial advisors succeed. We provide tailored solutions to support OSJs in meeting the unique needs of their advisors.
  
  Learn More About Solutions for Independent Advisors
  
  Financial Institutions
  
  Choose from a variety of program structures, unique compensation arrangements, and custom client ownership scenarios that can be fully adaptable to your financial institution.
  
  Discover solutions designed to support your growth.
  
  Partners
  
  Become a Partners Alliance member and benefit from over 50 opportunities to deepen relationships with Cambridge financial professionals.
- Solutions
  
  Asset Management Solutions Business Tools and Growth Investment Solutions Technology Transition Turnkey Office Space
  
  Asset Management Solutions
  
  Flexible investment solutions — designed for the way you do business
  
  Schedule a technology demo.
  
  Business Tools and Growth
  
  Supporting your success with expert resources
  
  Take your business to the next level with consulting and coaching.
  
  Cambridge Community of Women
  
  Investment Solutions
  
  Delivering holistic advice with a broad product offering
  
  Experience the freedom to choose the best products for each client.
  
  Technology
  
  Cambridge’s technology makes it possible to enhance client value while reducing frustrations.
  
  Schedule a technology demo.
  
  WealthPort: Customizable Asset Management Solutions
  
  CLIC: Integrated Account Servicing Platform
  
  Transition
  
  A guided process built around your timeline, your clients, and your team.
  
  Begin your journey
  
  Turnkey Office Space
  
  Gain the freedom of independence with the convenience of turnkey office space
- Insights & Events
  
  Insights Events Cambridge Stronger Podcast Let's Talk Podcast
  
  Insights
  
  Cambridge offers helpful information and perspectives for the financial professional to aid them in serving the needs of their investing clients.
  
  Cambridge Whitepapers
  
  Getting to ‘Yes’: Driving Collaborative Success at Cambridge
  
  Industry Consolidation: An Advisors’ Checklist for Navigating Common Pitfalls
  
  Growth Strategies for Financial Advisors: A Guide to Business Building
  
  The Pillars of True Independence
  
  Protecting Elderly Clients from Financial Abuse
  
  Opportunities for Women in the Advice Industry
  
  Developing a Sustainable Plan for Purposeful Business Growth
  
  Socially Responsible Investing Strategies
  
  Remaining Relevant with Younger Investors During The Great Wealth Transfer
  
  Tips for Implementing a Fee-based or Fee-only Business Model
  
  How the Transition Experience Can Make — Or Break — a Financial Advisor Move
  
  The Importance of Continuity Planning
  
  Six Steps to Succession Planning
  
  The Art and Science of a Deal: Your Guide to Acquiring a Practice
  
  Partner With Cambridge for Successful Growth and Recruiting
  
  Factors You Should Not Overlook in Selecting a Broker-Dealer or a Registered Investment Advisor
  
  40 Tips from 40 Years of Serving Independent Financial Professionals
  
  Build Your OSJ Legacy With Cambridge
  
  Critical Questions to Plan Your Transition
  
  Never Transition Alone
  
  Grow Your Financial Practice With Outsourcing Support
  
  A New Age of Investing – Where Women are Rising
  
  Advisor Transition Guide: Steps to Prepare Your Brand and Clients
  
  Five Reasons OSJ Leaders Choose Cambridge
  
  Our Why
  
  Events
  
  Cambridge providing a range of resources designed to steadily grow the size and scope of your practice.
  
  Learn More About Solutions for Independent Advisors
  
  Cambridge Stronger Podcast
  
  Cambridge Stronger is a podcast series hosted by Cambridge CEO and Co-Chairman of the Board, Amy Webber. It is produced by Cambridge – a financial solutions firm where culture counts and values matter most.
  
  Cambridge Stronger Podcast
  
  Episode 101: The Luckiest Life
  
  Episode 102: The Chain of Helping People
  
  Episode 103: Serving Leaders
  
  Episode 104: Elevating Success
  
  Episode 105: Strength from Helping Others
  
  Episode 106: All about the Heart
  
  Episode 107: Respect & Grace Along the Way
  
  Episode 108: You Can Be What You Can See
  
  Episode 109: A Drive to Succeed
  
  Episode 110: Don’t Give Up
  
  Episode 111: Faith in your dreams
  
  Episode 112: Treat People Well
  
  Episode 113: Go Your Own Way
  
  Episode 114: Climbing Mountains
  
  Episode 115: Reach Out with Encouragement
  
  Episode 116: A Commitment to Service
  
  Episode 117: IRIA with Family Ties
  
  Episode 118: Planning for Succession
  
  Episode 119: Transitioning to Succession
  
  Episode 120: Finding Your Market
  
  Episode 121: Serving Clients from the Midwest and Southwest
  
  Episode 122: Forming Strong Client Relationships
  
  Episode 123: Discovering a Niche
  
  Episode 124: The Value of Perseverance
  
  Episode 125: Building an Innovative Strategy
  
  Episode 126: Making a Positive Difference
  
  Episode 127: From Music to Financial Services — An Unexpected Journey
  
  Episode 128: Embark, Explore, Discover
  
  Episode 129: Finding Your Purpose
  
  Episode 130: Coaching Clients the Right Way
  
  Episode 131: Finding Your Voice
  
  Episode 132: Family and Finance — The Scarsella Approach
  
  Episode 133: Finding Strong Mentors
  
  Episode 134: Let Your Values Guide You
  
  Episode 135: Charting a Path to Financial Services
  
  Episode 136: Shooting for the Stars
  
  Episode 137: Serving Technology Leaders
  
  Episode 138: Going Above the Call of Duty
  
  Episode 139: Finding Independence
  
  Episode 140: Collaborating for Success
  
  Episode 141: Coming Full Circle
  
  Episode 142: Creating Your Path
  
  Episode 143: Service Above Success
  
  Episode 144: Mentoring and a Coaching Mindset
  
  Episode 145: Adapting to Challenges
  
  Episode 146: The Magic of a Multigenerational
  
  Episode 147: Creating a ‘Mini Cambridge’
  
  Episode 148: Integrating Work and Life
  
  Episode 149: Coaching On and Off the Court
  
  Episode 150: The Value of a Dollar
  
  Episode 151: Walking in Their Shoes
  
  Episode 152: Building My Business My Way
  
  Episode 153: A Matter of Time
  
  Episode 154: The Best of Both Worlds
  
  Episode 155: The Journey to Digitization
  
  Episode 156: Returning to the Fundamentals
  
  Episode 157: A 3D View of Social Investing
  
  Episode 158: You Deserve To Be Here
  
  Episode 159: Keeping Your Harvest in Mind
  
  Episode 160: Finding The Perfect Fit
  
  Episode 161: Charting a Course for Young Professionals
  
  Episode 162: Taking 'The Next Step'
  
  Episode 163: A Noble Profession
  
  Episode 164: The Plan Comes First
  
  Episode 165: Taking a Proactive Approach
  
  Episode 166: Practicing Patience
  
  Episode 167: Finding Your Fulfillment
  
  Episode 168: Paying Your Future Self
  
  Episode 169: Leading With Integrity
  
  Episode 170: Attitude and Effort
  
  Episode 171: Next in Line
  
  Episode 172: Forging the Path for Opportunity
  
  Episode 173: Investing Early
  
  Episode 174: The Value of Trust
  
  Episode 175: Paying it Backwards
  
  Episode 176: A Balancing Act
  
  Episode 177: Thinking Out-of-the Box
  
  Episode 178: Using My Voice for Good
  
  Episode 179: One Size Never Fits All
  
  Episode 180: Persistence and Patience
  
  Episode 181: The Power of Choice
  
  Episode 182: Planning for Your Dreams
  
  Episode 183: See the People
  
  Episode 184: Leading a Work-optional Lifestyle
  
  Episode 185: Opening Your Heart and Mind
  
  Episode 186: A Service Mindset
  
  Episode 187: Finding Your Financial Teammate
  
  Episode 188: Finding Strength in Each Other
  
  Episode 189: Creating Honest Conversations
  
  Episode 190: The Heart of the Industry
  
  Episode 192: It Begins With a Foundation
  
  Episode 193: Starting the Conversation With Empathy
  
  Episode 194: Establishing Your Balancing Act
  
  Episode 195: Be The Change
  
  Episode 196: Journey to Independence
  
  Episode 197: Buying Your Time Back
  
  Episode 198: Providing a Financial Game Plan
  
  Episode 199: Remaining Relatable
  
  Episode 200: Building Financial Freedom
  
  Episode 201: Digging Out of Debt
  
  Episode 202: Discovering Your “Aha” Moment
  
  Episode 203: Stepping Out of Your Comfort Zone
  
  Episode 204: Staying True to Your Core Values
  
  Episode 205: Turning Tragedy into Opportunity
  
  Episode 206: Owning Your Situation
  
  Episode 207: It’s Okay to Be You
  
  Episode 208: Living by Your Core Values
  
  Episode 209: Owning Your Decade
  
  Episode 210: Aligning Your Synergies
  
  Episode 211: Making Money Simple
  
  Episode 212: Following the Golden Rule
  
  Episode 213: Work Hard, Play Hard
  
  Episode 214: Removing Your Blinders
  
  Episode 215: Finding Your Fit
  
  Episode 216: Finding Your Foundation
  
  Episode 217: Representing the Spirit of Cambridge
  
  Episode 218: Financial Peace of Mind
  
  Episode 219: When Disaster Strikes
  
  Episode 220: Discovering Your Greatest Tool
  
  Episode 221: When Disaster Strikes – Part Two
  
  Episode 222: Stories of Rising Stars: Pushing Boundaries
  
  Episode 223: Charting Success in Financial Advising
  
  Episode 224: Building Trust, Embracing Technology
  
  Episode 225: A Global Perspective on Finance and Legacy
  
  Episode 226: The Power of Experience and Allyship
  
  Episode 227: Breaking Barriers in Finance
  
  Episode 228: From Toys 'R' Us Stock to Financial Security
  
  Episode 229: The Human Side of Finance
  
  Episode 230: From Music Rooms to ESG Mastery
  
  Episode 231: From Flight Nurse to Financial Trailblazer
  
  Episode 232: Coaching, Technology, and Real-Life Impact
  
  Episode 233: Advocacy in Action
  
  Episode 234: Designing a Practice That Feeds Your Soul
  
  Episode 235: The Next Step® – Building Confidence and Careers
  
  Episode 236: Building with Purpose
  
  Episode 237: The Blanket Effect of Care
  
  Let's Talk Podcast
  
  Our podcast features business leaders across the firm as they share insights and key conversation happening at Cambridge.
  
  Episode 135: Let’s Talk @ Ignite: From Service to Strategy
  
  Episode 134: Let’s Talk @ Ignite: Bold Moves and Career Lessons
  
  Episode 133: Let’s Talk @ Ignite: Balancing Numbers and Humanity
  
  Episode 132: Let’s Talk @ Ignite: Giving Back Through Luke’s Wings
  
  Episode 131: Let’s Talk @ Ignite: Building Something Wonderful with Eric Schwartz
  
  Episode 130: Embracing AI – Innovation, Efficiency, and the Future of Financial Services
  
  Episode 128: Planning, Scaling, and Legacy – A Succession Expert’s Insight
  
  Episode 127: Navigating Growth, Regulation, and Innovation: A CEO’s Perspective
  
  Episode 126: Helping People – The Core of The Business
  
  Episode 125: Leveraging Relationships
  
  Episode 124: Getting Started and Setting Expectations
  
  Episode 123: Position Your Business for the Future
  
  Episode 121: Cambridge Retirement Plan Advisors (RPA): Joining Forces
  
  Episode 120: Exploring Spire Outsourcing
  
  Episode 119: The Pace of Change
  
  Episode 116: Supporting Our Charitable Reach
  
  Episode 115: Listening and Learning
  
  Episode 113: Networking to Grow Your Business
  
  Episode 111: It Takes a Village
  
  Episode 110: Streamlining Your Workflow One Program At-A-Time
  
  Episode 109: Managing Your Experience with Efficiency and Proficiency
  
  Episode 108: Taking Charge of Your Practice
  
  Episode 107: Every Transition Journey is Unique
  
  Episode 103: You Control the Journey
- About Cambridge
  
  Overview Cambridge Leadership The Cambridge Foundation Our Commitment to Inclusion Cambridge News Cambridge Careers Awards and Recognition Frequently Asked Questions Contact Cambridge Jim Guy Memorial Scholarship Program
  
  Overview
  
  Cambridge is an independent broker-dealer/RIA serving the needs of independent financial advisors for more than 40 years.
  
  Why Cambridge
  
  Cambridge Leadership
  
  We are honored to be among the most respected firms in the industry. We are innovators, problem solvers, and game changers. We are independent. We are Cambridge.
  
  Independence & Leadership
  
  The Cambridge Foundation
  
  At Cambridge, we believe culture counts, values matter most, and by working together, we will make a positive difference in our communities. The Cambridge Foundation’s mission is to be a valued member of our extended community, adding to its quality of life economically and culturally.
  
  The Cambridge Foundation
  
  Our Commitment to Inclusion
  
  Through our commitment to inclusion, we can make better decisions and drive innovation today and for years to come.
  
  Cambridge News
  
  We are actively engaged across the advice industry as well as in the communities where our associates work and live. Please direct inquiries to Cambridge’s Public Relations team.
  
  Cambridge News
  
  Colleen Bell Named InvestmentNews ‘Women to Watch’ Finalist
  
  Aprilyn Chavez Geissler Elected to WIFS Board of Directors
  
  Lisa Sappenfield Boyer, Kelly Hoff, Lucila Williams Named to WIFS Circle of Excellence
  
  Greg Turner Joins Cambridge as Senior Vice President of Consulting Services
  
  Dee Morgan Joins Cambridge as Senior Vice President, Strategic Acquisitions
  
  Colleen Bell Named InvestmentNews ‘Allyship Champion of the Year’
  
  Cambridge Welcomes Will Briggs as Senior Vice President and Chief Human Resources Officer
  
  Cambridge Wins ThinkAdvisor LUMINARIES Award
  
  Cambridge Introduces New RIA Firm, BridgePort and Hires Eddie Rollins as Managing Director
  
  Cambridge Appoints Andrea Shafer, Greg Turner, and Val Vest to Executive Council
  
  Cambridge Promotes Matt Goodwin to First Vice President, Business Development
  
  Cambridge Elevates Steve Oliver to Regional Vice President, Business Development
  
  Cambridge Welcomes Ryan Boen as Executive Vice President and Associate Chief Financial Officer
  
  Family Investors Company Joins Cambridge
  
  Cambridge Promotes Amanda Reineke to First Vice President, Innovation and Experience
  
  Cambridge Named Top Workplace USA
  
  Cambridge Introduces New Personal CFO Services for Financial Professionals Serving High-Net-Worth Clients
  
  Cambridge Named a Finalist in Five FCS Portfolio Award Categories
  
  Jeff Vivacqua Appointed Chairman of Invest in Others Board of Directors
  
  Cambridge Promotes Jeff Voreis to Vice President, Advocacy & Supervision
  
  Cambridge Named Finalist for InvestmentNews Broker-Dealer of the Year, Employer of Choice Awards
  
  Amy Webber Named Finalist for InvestmentNews CEO of the Year Award
  
  Cambridge Advisors Named Finalists for InvestmentNews Advisor of the Year Award
  
  Cambridge Founder Eric Schwartz Wins Fairfield Chamber ‘Legacy’ Award
  
  Cambridge Named Finalist for Six ‘Wealthies’ Awards
  
  Cambridge Promotes Erica Voreis to Vice President, Transition and Acquisition Operations
  
  Cambridge Advisors Earn InvestmentNews Advisor of the Year Honors
  
  Cambridge Named One of Iowa’s ‘Most Giving Companies’
  
  Two Cambridge Financial Professionals Recognized in 2024 Invest in Others Awards
  
  Cambridge Announces Recipients of 11th Annual Jim Guy Memorial Scholarship
  
  Cambridge Honors Financial Professionals and Associates with 2024 Spirit of Cambridge Award
  
  Cambridge’s The Next Step Internship Program Graduates Largest Class Ever
  
  Val Vest Named InvestmentNews ‘Allyship Champion of the Year’ Finalist
  
  Cambridge Named ThinkAdvisor Luminaries Finalist in Six Categories
  
  Cambridge Named Finalist for InvestmentNews Employer of Choice Award
  
  Cambridge Wins Two WealthManagement.com “Wealthies” Awards
  
  Cambridge Earns 14th Consecutive Top Workplace Iowa Award
  
  Sarah Berner Promoted to First Vice President, Service Experience
  
  Sam Nosbisch Promoted to Vice President, Product Delivery
  
  Klinkhammer, Rash Named 2024 InvestmentNews Rising Stars
  
  Cambridge Associates Selected 2024 InvestmentNews Rising Stars
  
  Cambridge Earns Gold at 2024 Viddy Awards
  
  Cambridge Promotes Morae Metcalf to Vice President, Human Resources
  
  Cambridge Wins Big at ThinkAdvisor Luminaries Awards
  
  Cambridge Promotes Brian Reid to First Vice President, Relationship Management
  
  Neil Esterson Named to NAPA’s Top 100 Retirement Plan Advisors Under 40
  
  Cambridge Advisors Receive Invest in Others Grants
  
  Harison Sidhu Joins Cambridge as First Vice President, Investment Products and Research
  
  Rick Kuhlman Elected to FINRA’s NAC Council
  
  Cambridge Celebrates 15 Years of Driving Advisor Growth Through Practice Management Coaching Program
  
  Cambridge Named Top Workplace USA
  
  Cambridge Welcomes Sean Van Moorleghem as Executive Vice President and Chief Technology Officer
  
  Cambridge Strengthens Leadership Team With Strategic Promotions Across Firm
  
  Webber Advisors Selected to NAPA’s Top Defined Contribution Team
  
  Morae Metcalf Wins ‘Young Professional of the Year’ Award
  
  Cambridge, Colleen Bell Recognized as Finalists in 2025 InvestmentNews Awards
  
  Cambridge Advisors Named InvestmentNews Award Finalists
  
  Cambridge and iCapital® Expand Relationship to Provide Enhanced Access to Alternative Investment Vehicles, Research, and Education
  
  Cambridge Named Finalist for Four ‘Wealthies’ Awards
  
  Cambridge Wins InvestmentNews Employer of Choice Award
  
  The AmeriFlex Group® Joins Cambridge to Support Intensifying Growth and Enhance Service Experience for Financial Advisors
  
  Cambridge Advisors Recognized in 2025 Invest in Others Awards
  
  Cambridge Announces Recipients of 12th Annual Jim Guy Memorial Scholarship
  
  Cambridge Leaders Named Finalists in 2025 InvestmentNews Women to Watch Awards
  
  Lindsey & Lindsey Wealth Management, Susan Sukys Named Finalists in 2025 InvestmentNews Women to Watch Awards
  
  Cambridge Announces Successful Launch of Wealth Management Industry’s First Fully Agentic-AI-Driven Account Opening Tool
  
  Cambridge Honors Financial Professionals and Associates with 2025 Spirit of Cambridge Award
  
  Cambridge Wins WealthManagement.com “Wealthies” Award
  
  Cambridge Careers
  
  We are Cambridge. Learn more about our unique culture, and our belief that happy associates deliver high quality service.
  
  Explore Opportunities at Cambridge
  
  Supporting Your Journey
  
  The Next Step Internship Program
  
  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.
  
  Frequently Asked Questions
  
  Let us help you position your business for the future with flexible managed account solutions designed to meet the needs of your business model.
  
  FAQs
  
  Contact Cambridge
  
  Contact Cambridge Investment Research
  
  Contact Cambridge Investment Research
  
  Jim Guy Memorial Scholarship Program
  
  The Jim Guy Memorial Scholarship Program awards two $2,500 educational scholarships, celebrating the academic achievements of our extended Cambridge family while honoring the legacy of our dear friend and colleague, Jim Guy.
  
  The Cambridge Foundation
Investors
Form CRS
Account Login
Search

Quick Links
Talk to Business Development Today Investors Cambridge Careers
Tool Grid