More than 45 years* ago, Cambridge Founder Eric Schwartz set out to create “Something Wonderful.” Now, we’re helping independent advisors across the country build their own something wonderful, giving them the freedom, flexibility, and support they need to turn their dreams into reality.
Something Wonderful Shows Up Every Day
We’ve always believed relationships come first. Here, you’ll find innovative solutions to support your business, wrapped in a people-first culture that makes you feel like family.
Everybody talks about helping financial advisors and enterprise leaders grow, but Cambridge actually does it. I don’t know of another firm that has the coaching, recruiting support, and product footprint that Cambridge has.
Greg Raines
TAG Advisors1
I was like a kid at a candy store when I first got to Cambridge because we had so many products and sponsors to choose from. We never had that before. I was previously in a captive environment and had limited selection and shelf space. When I came to Cambridge, that all changed.
Monte Ferguson
Pivotal Financial Advisors1
Kindness is very important to me and is another big positive reason why I enjoy my time at Cambridge. I've always been impressed with the culture and felt very welcomed here.
Lisa Sappenfield Boyer
Boyer and Sappenfield Investment Advisors1
Your Vision. Your Journey.
Regardless of your business model, Cambridge has the resources you need to thrive. If you have a vision for your business, we can help you get there.
Cambridge at a Glance
Cambridge Founded*
Total Revenue²
Assets Under Advisement (AUA)³
Producing Financial Advisors
InvestmentNews Broker-Dealer of the Year⁴
There’s More to the Cambridge Story
Explore the history, leadership, culture, and values that continue to shape the Cambridge experience.
Testimonials may not be representative of the experience of other financial professionals and are no guarantee of future performance or success.
All data as of 6/30/26
*Cambridge and its predecessor broker-dealer
1TAG Advisors, Pivotal Financial Advisors, Boyer and Sappenfield Investment Advisors, and Cambridge are not affiliated.
2Year-to-date, actual annualized
3AUA (Assets Under Advisement) reflects fee-based and independent RIA assets plus commission assets
4InvestmentNews Awards Broker-Dealer of the Year 2026 winner nominations can be from any wealth management professional or organization and is determined by the InvestmentNews Awards team, who conduct research and draw on the knowledge and information gained through InvestmentNews. Winners announced on June 24, 2026. For more information, please see https://investmentnewsawards.com/
Cambridge Investment Research, Inc.
1776 Pleasant Plain Road, Fairfield, IA 52556-8757
Business Development: 877.688.2369
Reception: 800.777.6080
