Coaching. Consulting. Networking. Cambridge's Real Practice Management (RPM) program takes the guesswork out of business growth and puts independent financial advisors in control of their future.
When it comes to growing your business, some financial professionals want to focus on marketing and recruiting. Some are interested in acquiring another business through an M&A move. While others want to develop more efficient operational processes. There are many ways you can grow your firm. Where do you begin?
That's where Cambridge's Real Practice Management (RPM) program comes in. Built by one of the fastest-growing broker-dealers and RIAs in the financial services industry1. RPM is designed to take the guesswork out of business growth by combining one-on-one coaching with interactive quarterly group meetings to help advisors develop, implement, and achieve their goals. RPM is geared toward Cambridge advisors ready to take the next step both personally and professionally, and is led by a group of home office coaches with decades of experience in the industry. The program has three phases:
Year 1: Vision
Advisors work with coaches to develop a
business plan, marketing strategies, and more
Year 2: Focus
Advisors work with coaches to develop a focused strategic business continuity plan that covers three, five, and 10-year periods
Year 3 (and Beyond): Recharge
Designed to keep advisors engaged and focused on industry topics as their business grows over time
1Based on revenue growth. Ranking received in InvestmentNews Magazine's 2023 independent broker-dealer industry survey rankings.
$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.
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.