As an independent advisor at Cambridge, you’ll have the flexibility to manage your business and assist your clients in meeting their investment objectives.

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.

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.

Become a Partners Alliance member and benefit from over 50 opportunities to deepen relationships with Cambridge financial professionals.