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Some Rides Are Fun.
The M&A Rollercoaster Isn’t One of Them.

As a financial advisor, you pour everything into your business. Partner with a firm that can help you shield it from the rapid consolidation activity reshaping financial services.

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Find Stability in a Shifting Landscape

What Could True Independence Mean for You?

Hear from our CEO and Co-Chairman of the Board, Amy Webber, on why Cambridge has remained internally controlled for nearly 45 years1—and why we’re built to stay that way for the long haul.

While other firms claim they aren’t for sale, recent industry shakeups tell a different story. In 2024, more than 360 M&A deals2 reshaped the landscape and we’ve already seen M&A chaos in 2025. Advisors are left navigating uncertainty, shifting priorities, and broken commitments.

At Cambridge, we take a different approach. We are internally controlled—by people and leaders committed to our culture, values, and the advisors we serve. Because true independence starts at the top.

Unlike firms influenced by stock prices or external shareholders, we control our own destiny. That means you do, too. Our leadership makes decisions based on what’s best for advisors, not outside investors. That’s why advisors choose Cambridge: to build their businesses with confidence, knowing their firm is built for long-term independence.

Want to dive deeper? Download our whitepaper to learn how we’re protecting our independence so advisors can preserve theirs.

Get the Whitepaper

1Cambridge and its predecessor broker-dealer
 2Hibbs, A. (2025). Echelon: RIA M&A in 2024. WealthManagement.com.

Cambridge By the Numbers

$1.87B

Total Revenue1

$185B

Assets Under Advisement (AUA)2

3,800

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

*All data as of 3/31/25
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.

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.

Greg Raines
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

Monte Ferguson – Cambridge
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

Lisa Boyer
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.

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