Hear from our financial advisor who returned to Cambridge, and why he’s staying.
David Nesbitt of Nesbitt Financial¹ initially left Cambridge for a new opportunity with a bank he believed was a good fit. A few years later, he made the decision to return — and he’s happier than he’s ever been.
David's decision to return to Cambridge was driven by a desire for something he couldn't find at his firm: a true sense of belonging. While at Cambridge, he felt:
When his prior firm couldn't offer the same experience, he knew it was time to “come home.” He is enjoying his return so much that he plans to finish his career at Cambridge.
David's story isn't unique. Many advisors who leave Cambridge return after discovering that their new partner firm can't provide the level of personalized service, flexible solutions, and sense of community they had become accustomed to.
1Cambridge and Nesbitt Financial are not affiliated
*Cambridge and its predecessor broker-dealer
Contact the Business Development Team (TheFeeExperts@cir2.com) at 877-688-2369 and let them welcome you to the Cambridge family.
$1.79B
Total Revenue1
$184B
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. 10
Fastest-growing independent
broker-dealer6
*All data as of 9/30/24
1 Forecasted figure is subject to change based on market conditions.
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 InvestmentNews Magazine's 2023 independent broker-dealer industry 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.