At Cambridge, your growth is our business. Since Eric Schwartz founded the firm in 19811, Cambridge has helped financial professionals serve clients, build their businesses, and achieve true independence. We put financial planners, financial advisors, and financial asset managers in complete control by offering a flexible range of RIA and Broker-Dealer services, solutions, technology platforms, and more.
Everybody talks about helping financial professionals 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.
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.
Pivotal Financial Advisors
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
1Cambridge and its predecessor broker-dealer
Testimonials may not be representative of the experience of other financial professionals and are no guarantee of future performance or success.
Regardless of the business model you choose, Cambridge has the resources you need to thrive. If you have a vision for your business, we can help you get there.
We are proud to work with financial advisors who share our values and commitment to making a difference. Cambridge continues to grow every year.
Assets Under Advisement*
Home Office Associates*
*As of September 30, 2023