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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.
In The Pillars of True Independence whitepaper, you will read about:
Fill out our form to unlock the whitepaper and find out why you’ll always have command of your journey at Cambridge.
Assets Under Advisement (AUA)2
Producing Financial Advisors
Largest broker-dealer based on gross revenues, Financial Advisor magazine, 2022
Largest in U.S. for independent broker-dealer revenue, InvestmentNews magazine, 2021
In total revenue, Financial Planning magazine, 2021
Total account assets, Financial Planning magazine, 2021
Highest growth in producing reps, Financial Planning magazine, 2021
1As of 12/31/22
2AUA reflects fee based and independent RIA assets plus commission asset
3Cambridge and its predecessor broker-dealer
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 Advisors
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.
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.
Celebrating our 40th anniversary, we recognize it has always been about the people. Watch how Eric Schwartz, Founder and Executive Chairman, just wanted to build something wonderful.
Cambridge offers several multi-asset and equity SMA strategies focused on ESG or socially responsible investing.