Tailored Business Solutions to
Help Advisors Thrive
As a financial advisor, you put your clients first—but who is putting you first? Get the most out of your business with Cambridge, where advisor collaboration comes first.
Drive Growth With Our Teams
At Cambridge, an independent financial solutions firm serving more than 3,800 independent financial advisors nationwide, we believe collaboration is at the heart of success.
Our teams, equipped with essential tools and training, quickly adapt to assist advisors in achieving their goals through Practice Management, Succession Planning, Outsourcing, and Compliance. No matter your business objectives, our teams are committed to helping you achieve them while remaining compliant.
If you’re looking for a firm where you’re not considered just another advisor, but an integral part of a thriving community that shares your passion for service and collaboration, then Cambridge is where you belong. Watch our video to learn how our Office Assistant Team, and others at Cambridge, can empower you and your business.
Cambridge By the Numbers
$2.18B
Total Revenue
$267B
Assets Under Advisement (AUA)1
4,100
Producing Financial Advisors
900
Associates
1981
Founded In2
No. 3
J.D Power Independent Advisor
Satisfaction Rankings3
No. 7
Largest Independent
Broker-Dealer4
No. 9
Independent Broker-Dealer in
Total Account Assets5
Discover how Cambridge leads through measurable impact.
*All data as of 3/31/2026; Total Revenue is year-to-date, actual annualized
1 AUA (Assets Under Advisement) reflects fee-based and independent RIA assets plus commission assets
2 Cambridge and its predecessor broker-dealer
3 The J.D. Power U.S. Financial Advisor Satisfaction Study measures satisfaction among both employee advisors (those who are employed by an investment services firm) and independent advisors (those who are affiliated with a broker dealer but operate independently) based on six key factors (in alphabetical order): compensation; leadership and culture; operational support; products and marketing; professional development; and technology.
4 Based on total revenue. Ranking received in the 2024 InvestmentNews Independent Broker Dealer industry survey rankings.
5 Ranking received in Financial Planning Magazine’s 2024 IBD Elite survey rankings.
Be Part of Something Wonderful
Since Eric Schwartz founded the firm in 19811, Cambridge has helped financial advisors serve clients and build their businesses. Our mutual independence allows financial advisors control by offering a flexible range of products, solutions, technology platforms, and more.
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 Advisors 2
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 Advisors 3
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 Advisors 4
1Cambridge and its predecessor broker-dealer.
2Cambridge and TAG are not affiliated
3Cambridge and Pivotal Financial Advisors are not affiliated
4Cambridge and Boyer and Sappenfield Investment Advisors are not affiliated
Testimonials may not be representative of the experience of other financial professionals and are no guarantee of future performance or success.
Cambridge Investment Research, Inc.
1776 Pleasant Plain Road, Fairfield, IA 52556-8757
Business Development: 877.688.2369
Reception: 800.777.6080
