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As a financial advisor, you have two priorities: grow your business and serve your clients. The challenge? The financial services industry is always changing, and it can be tough to make steady progress toward both goals at the same time.
That's why choosing the right broker-dealer/RIA can completely change the trajectory of your business. Selecting a partner that has the right resources, solutions, and community to support all your business goals can significantly accelerate the growth of your practice without cutting into the time you spend with your clients.
From coaching programs to acquisition solutions to an industry-recognized practice management program which helped participating advisors add over $50 million in revenue over the last five years, Cambridge has what you need to grow your business on your terms.
Fill out the form and download Growth Strategies for Financial Advisors: A Guide to Business Building to learn:
You want your practice to be the best it can be. But intentional growth can be challenging to achieve while managing the day-to-day needs of your business, especially in an industry where change is constant. As one of the fastest-growing broker-dealers and RIAs1 in the industry, learn how Cambridge can guide you in the right direction of your growth goals.
1Based on revenue growth. Ranking received in InvestmentNews Magazine's 2023 independent broker-dealer industry survey rankings.
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 9/30/23. Total revenue is actual annualized.
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.
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.
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.