Cambridge providing a range of resources designed to steadily grow the size and scope of your practice.
Learn More About Solutions for Independent Advisors
Maintain your independent RIA and build your legacy.
Cambridge offers broker-dealers the guidance and support it takes to compete, grow, and thrive.
The resources and support you need to thrive are a click away.
Every OSJ is unique, so Cambridge tailors solutions with unmatched flexibility, no matter your scale.
Cambridge has more than 35 years of experience serving financial institutions to help you build the program you’ve always envisioned.
Discover solutions designed to support your growth.
Cambridge’s technology makes it possible to enhance client value while reducing frustrations.
Schedule a technology demo.
Cambridge offers the broadest range of investment products so you can deliver holistic advice.
Experience the freedom to choose the best products for each client.
Achieve your goals with consulting and coaching from Cambridge’s Practice Management team.
Take your business to the next level with consulting and coaching.
Engage with clients, reach more prospects, and build credibility with Cambridge’s creative marketing solutions.
Get noticed by prospective clients.
Cambridge helps financial professionals create succession plans and acquire, sell, or merge businesses.
Let us guide you through plan a staged pullback, full retirement, or a practice acquisition.
Cambridge Source offers practice advancement consulting and professional development opportunities.
Get time back in your day to grow your practice.
A smooth transition is critical. Cambridge provides comprehensive support to efficiently move your book.
Begin your journey
Run your business confidently with flexible compliance support.
“Common-sense” compliance is a call or click away.
Cambridge financial advisors can network with peers via online communities as well as virtual and in-person events.
Start making connections.
Cambridge offers helpful information and perspectives for the financial professional to aid them in serving the needs of their investing clients.
Cambridge Stronger is a podcast and blog series hosted by Cambridge's CEO Amy Webber. It is produced by Cambridge – a financial solutions firm where culture counts and values matter most.
Cambridge Stronger Podcast
Cambridge is an independent broker-dealer/RIA serving the needs of independent financial advisors for more than 40 years.
We are honored to be among the most respected firms in the industry. We are innovators, problem solvers, and game changers. We are independent. We are Cambridge.
Independence & Leadership
At Cambridge, we believe culture counts, values matter most, and by working together, we will make a positive difference in our communities. The Cambridge Foundation’s mission is to be a valued member of our extended community, adding to its quality of life economically and culturally.
The Cambridge Foundation
We are actively engaged across the advice industry as well as in the communities where our associates work and live. Please direct inquiries to Cambridge’s Public Relations team.
We are Cambridge. Learn more about our unique culture, and our belief that happy associates deliver high quality service.
Explore Opportunities at Cambridge
Cambridge, our leadership team, and our financial advisors have been recognized as outstanding in the financial advice industry.
Let us help you position your business for the future with flexible managed account solutions designed to meet the needs of your business model.
Contact Cambridge Investment Research
Contact Cambridge Investment Research
Five ways financial professionals can help shield elderly clients from financial exploitation.
Five ways to become an effective ally and inspire change in your organization and community.
Three steps financial professionals can take today to promote financial education and wellness.
Tips for promoting a diverse and inclusive company culture.
Learn why women are ideally suited to thrive in today’s wealth management environment.
Cambridge's flexible range of services aim to help you build a strong business plan.
Cambridge offers several multi-asset and equity SMA strategies focused on ESG or socially responsible investing.
Partnering with the right firm can help you connect with next generation investors and serve their unique objectives.
Cambridge makes it possible for you to offer holistic advice by supporting fee-based and fee-only business models.
Transition to 13-time Broker-Dealer of the Year honoree; a flexible financial solutions firm where your success comes first.
Find out how critical it is to create a continuity plan for your business.
Learn why succession planning doesn't have to be a hassle.
Take control of your next purchase with our acquisition guide.
Why choosing to partner with the right financial solutions firm can be a game changer for your business development.
Questions for independent financial professionals to consider when choosing a partner firm.
Cambridge Founder, Eric Schwartz, takes you through his top 40 tips after 40 years.
A Cambridge Whitepaper
Download your transition guide to learn the top five factors financial advisors must consider when preparing to transition to a new broker-dealer or RIA.
Enjoy a next-level advisor transition experience at Cambridge.
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