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Partnership comes in many forms. As the leader of an OSJ, what’s most important to you?
As an Office of Supervisory Jurisdiction (OSJ), you serve your advisors, and they serve their clients. But who is there to serve you?
If you’re going to thrive as an OSJ in today’s highly competitive business landscape, you need to be backed by a partner firm that can support you and your advisors through thick and thin. Does your partner offer a flexible range of products and resources to help you serve your advisors AND grow your business? Is it commitment to independence, not just now but for the long-term? Do you feel like an integral part of a thriving community that shares your passion for service, or are you considered just another advisor?
If not, it may be time to consider a change.
We surveyed a few of our OSJ leaders to get a list of the top reasons they call Cambridge home. Some of those top choices include:
When it comes to building the OSJ you’ve always envisioned, there’s no reason to settle. Download Top Five Reasons OSJ Leaders Choose Cambridge to see the complete list and discover how Cambridge can support your vision.
Assets Under Advisement (AUA)1
Producing Financial Advisors
Independent broker-dealer in
total account assets4
*Total revenue, AUA, home office associates, and number of advisors are as of 12/31/23.
1AUA reflects fee based and independent RIA assets plus commission assets.
2Cambridge and its predecessor broker-dealer.
3Based on total revenue. Ranking received in InvestmentNews Magazine's 2023 independent broker-dealer industry survey rankings.
4Ranking received in Financial Planning Magazine’s 2023 IBD Elite survey rankings.
5Based 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.
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 Advisors3
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 Advisors4
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.