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  • Whitepaper
  • Feb 01, 2025

Preserving Your Freedom as a Financial Advisor

Independence is the lifeblood of every financial advisor's business. Protecting it begins with selecting a partner firm that controls its destiny. 

Watch as Founder and Co-Chairman, Eric Schwartz, shares why internal control matters and how Cambridge plans to remain committed to independence. 

Discover True Independence at Cambridge

As a financial advisor, you need the flexibility to make decisions that most benefit your clients and your practice.

This is why the influx of merger and acquisition activity in the financial services industry is so unsettling. Consolidation can rob you of your independence — the control and the flexibility to run your practice your way. More concerning, it can blindside you and come when you least expect it.

That’s why aligning with a broker-dealer/RIA that is internally controlled and positioned to protect the independence of its financial advisors is so important.

Fill out our form to unlock the white paper and find out why you’ll always have command of your journey at Cambridge.

In The Pillars of True Independence white paper, you will read about:

  • The six-pillar succession strategy that helps us maintain internal control and preserve your independence designed by Cambridge's executive team, including CEO and Co-Chairman of the Board Amy Webber and Founder and Co-Chairman, Eric Schwartz
  • Why our status as an internally controlled firm allows us to maintain the pace of change and protect your business in the face of rapid consolidation
  • How remaining independent supports you in creating and building your practice just how you want it 

Cambridge By the Numbers

$1.87B

Total Revenue1

$185B

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. 9

Fastest-growing independent
broker-dealer6

*All data as of 3/31/25
1 Year-to-date actual annualized
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 Financial Planning Magazine's 2024 IBD Elite survey rankings.

Be Part of Something Wonderful

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.

Greg Raines
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

Monte Ferguson – Cambridge
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

Lisa Boyer
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

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.

Begin your journey.

GET STARTED

Featured

  • February 01, 2025 Whitepaper

    The Pillars of True Independence

    Get our succession strategy outlining Cambridge’s commitment to internal control and preserving the independence of the financial advisors we serve.

  • January 01, 2025 Video

    Celebrating Something Wonderful

    Celebrating our 40th anniversary, we recognize it has always been about the people. Watch how Eric Schwartz, Founder and Co-Chairman of the Board, just wanted to build something wonderful.

  • Cambridge Stronger

    Cambridge Stronger Podcast

    Cambridge Stronger is a podcast series hosted by Cambridge CEO and Co-Chairman of the Board, Amy Webber. It is produced by Cambridge – a financial solutions firm where culture counts and values matter most.

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