As an independent advisor at Cambridge, you’ll have the flexibility to manage your business and assist your clients in meeting their investment objectives.
Learn More About Solutions for Independent Advisors
Embrace the freedom to build your Registered Investment Advisor (RIA) business, while leveraging the resources and support to amplify your legacy.
Empower your broker-dealer business with greater autonomy and robust infrastructure designed to unlock scalability.
The resources and support you need to thrive are a click away.
As an Office of Supervisory Jurisdiction (OSJ), you thrive when your financial advisors succeed. We provide tailored solutions to support OSJs in meeting the unique needs of their advisors.
Choose from a variety of program structures, unique compensation arrangements, and custom client ownership scenarios that can be fully adaptable to your financial institution.
Discover solutions designed to support your growth.
Become a Partners Alliance member and benefit from over 50 opportunities to deepen relationships with Cambridge financial professionals.
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 Marketing and Communications 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 Whitepapers
Cambridge providing a range of resources designed to steadily grow the size and scope of your practice.
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.
Cambridge Stronger Podcast
Cambridge is an independent broker-dealer/RIA serving the needs of independent financial advisors for more than 40 years.
Why Cambridge
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
Through our commitment to inclusion, we can make better decisions and drive innovation today and for years to come.
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.
Cambridge News
We are Cambridge. Learn more about our unique culture, and our belief that happy associates deliver high quality service.
Explore Opportunities at Cambridge
Let us help you position your business for the future with flexible managed account solutions designed to meet the needs of your business model.
FAQs
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If you are an existing financial professional interested in joining Cambridge, please complete the form. All information is confidential.
