Discover Something Wonderful
For financial advisors, Something Wonderful starts at Cambridge. Founded in 19811 and among the few remaining internally controlled firms, we give you the flexibility, support, and solutions to achieve true independence. With flexible RIA and broker-dealer options and innovative technology, we help you build the business you’ve always envisioned.
A Partner You Can Trust
Experience lasting independence, a supportive culture, and accessible leadership dedicated to your growth.
Independence That Lasts
Despite rapid industry consolidation, we've maintained long-term internal ownership to ensure stable, agile support focused on your needs.
Culture That Counts
Our values — integrity, commitment, flexibility, and kindness — fuel a family-like community that helps you thrive personally and professionally.
Leadership You Can Reach
Executive leaders are accessible and invested in your success, providing insight and strategic guidance every step of the way.
1Cambridge and its predecessor broker-dealer
Ready to Start Your Journey?
Learn more about our unique culture and how we can help you build the business you've always envisioned.
Your Vision. Your Journey.
Regardless of the business model you choose, Cambridge has the resources you need to thrive. If you have a vision for your business, we can help you get there.
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.
Registered Investment Advisor
Embrace the freedom to build your Registered Investment Advisor (RIA) business, while leveraging the resources and support to amplify your legacy.
Broker-Dealer
Empower your broker-dealer business with greater autonomy and robust infrastructure designed to unlock scalability.
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.
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.
Partners
Become a Partners Alliance member and benefit from over 50 opportunities to deepen relationships with Cambridge financial professionals.
Cambridge By the Numbers
$1.88B
Total Revenue1
$235B
Assets Under Advisement (AUA)2
4,000
Producing Financial Advisors
900
Associates
1981
Founded In3
No. 7
Largest independent
broker-dealer4
No. 9
Independent broker-dealer in
total account assets5
No. 9
Fastest-growing independent
broker-dealer6
Discover how Cambridge leads through measurable impact.
*All data as of 6/30/25
1 Year-to-date actual annualized
2 AUA (Assets Under Advisement) reflects fee-based and independent RIA assets plus commission assets.
3 Cambridge and its predecessor broker-dealer.
4 Based on total revenue. Ranking received in InvestmentNews Magazine's 2024 independent broker-dealer industry survey rankings.
5 Ranking received in Financial Planning Magazine’s 2024 IBD Elite survey rankings.
6 Based on revenue growth. Ranking received in Financial Planning Magazine's 2024 IBD Elite survey rankings.
Cambridge Investment Research, Inc.
1776 Pleasant Plain Road, Fairfield, IA 52556-8757
Business Development: 877.688.2369
Reception: 800.777.6080
