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Solutions for Financial Professionals

Cambridge has a culture of true independence where you, the financial professional, control the journey. Your long-term success is defined by the value you deliver to your clients, and enduring success is often driven by making sure your business efforts are a clear reflection of your personal values. We offer a broad range of choices regarding financial professional focused financial solutions for advice, growth, technology, and independence.  

We believe every journey is important. We are independent. We are Cambridge.

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Establishing Your Business

We can help you position your independent business for the future with innovative financial solutions designed to meet the needs of your business model and your clients.

Supporting Your Business

Our tools help you create and maintain relationships with clients, grow and sustain your independent firm, and successfully reach your business goals.

Helping You Grow

We offer intelligent flexibility to the independent financial professional including choices for fee only, fee focused, or commission solutions.

Cambridge Highlights as of December 31, 2020

$1.31B

Total Revenue1

$155B

Assets Under Advisement (AUA)2

861

CFP® Professionals

19813

Founded In

866

Home Office Associates

3,779

Producing Financial Professionals

*AUA reflects fee based and independent RIA assets plus commission assets
¹For the 12 months ending December 31, 2020
2Cambridge and its predecessor broker-dealer

Perspectives and Whitepapers
Cambridge offers helpful information and perspectives for the financial professional to aid them in serving the needs of their investing clients.

Live Events
Cambridge hosts a comprehensive schedule of conferences, events, and workshops across the country that are focused on keeping you ahead of industry trends.

Transition Process
Experience our core value of flexibility through our customized transition plans, including "Transition Express" designed to assist in the process.

Cambridge Retirement Center

All we are missing is you

Cambridge Source

Are you Independent?

Our culture of true independence means you, the financial professional, control the journey. Your long-term success is defined by the value you deliver to your clients, and your enduring success is often driven by your business efforts being a clear reflection of your personal values.

Talk to a Business Development Director