Discover Something Wonderful
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.
Cambridge is true to who they say they’re going to be, and we are truly independent. I love the journey we’ve been on with Cambridge.
Regina Quirk
Strategic Financial
That matching of values is one of the reasons we came to Cambridge...and it’s why we’ve stayed. That marriage of values has led to a wonderful partnership, and it’s why I’m so happy and proud to be associated with Cambridge.
Josh Schwartz
Retirement Plan 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.
Ready to Start Your Journey?
Learn more about our unique culture and how we can help you build the business you've always envisioned.
Your Vision. Your Journey.
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.
Independent Financial Advisor
As an independent advisor at Cambridge, you’ll have the flexibility to manage your business and assist your clients in meeting their investment objectives.
Registered Investment Advisor
Embrace the freedom to build your Registered Investment Advisor (RIA) business, while leveraging the resources and support to amplify your legacy.
Broker-Dealer
Empower your broker-dealer business with greater autonomy and robust infrastructure designed to unlock scalability.
Office of Supervisory Jurisdiction
As an Office of Supervisory Jurisdiction (OSJ), you thrive when your financial advisors succeed. We provide tailored solutions to support OSJs in meeting the unique needs of their advisors.
Financial Institutions
Choose from a variety of program structures, unique compensation arrangements, and custom client ownership scenarios that can be fully adaptable to your financial institution.
Partners
Become a Partners Alliance member and benefit from over 50 opportunities to deepen relationships with Cambridge financial professionals.
Cambridge by the Numbers
We are proud to work with financial advisors who share our values and commitment to making a difference. Cambridge continues to grow every year.
$174B
Assets Under Advisement*
3,800
Financial Professionals*
900
Home Office Associates*
*As of June 30, 2024
Cambridge Investment Research, Inc.
1776 Pleasant Plain Road, Fairfield, IA 52556-8757
Business Development: 877.688.2369
Reception: 800.777.6080
