ToolGrid

We help independent advisors build their own something wonderful, giving them the flexibility and support they need to turn their dreams into reality.
  • About Cambridge

Every Advisor Deserves Something Wonderful Every Day

More than 45 years1 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.

1Cambridge and its predecessor broker-dealer.

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.

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 Advisors1

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 Advisors1

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 Advisors1

¹TAG Advisors, Pivotal Financial Advisors, Boyer and Sappenfield Investment Advisors, and Cambridge are not affiliated.
Testimonials may not be representative of the experience of other financial professionals and are no guarantee of future performance or success.

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.

  • Independent Financial Advisor

  • Registered Investment Advisor

  • Broker-Dealer

  • Office of Supervisory Jurisdiction

  • Financial Institutions

  • Partners

    • 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.

    Explore Fast Facts

    *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. 

    There’s More to the Cambridge Story

    Explore the history, leadership, culture, and values that continue to shape the Cambridge experience.

    Explore Cambridge