• Business Models

Cambridge Broker-Dealer Model

A Scalable Solution That Keeps You Independent

Maintain Your Independence. Gain the Support You Need.

Step away from the burden of running a broker-dealer — not from the business you’ve built. 

Rising regulatory demands, increasing operational costs, and shifting industry expectations are leading many broker-dealer owners to explore new ways to protect their independence while easing the day-to-day pressure. 

If you're considering a sale, merger, or transitioning into an OSJ under a larger firm, Cambridge offers a strategic path forward — one that honors the business you’ve built and gives you room to grow.

Why Cambridge 
As an internally held firm with long-term stability and a deep commitment to independent advisors, Cambridge provides the infrastructure, flexibility, and support you need — without compromising control.

Partnering with Cambridge, you can:

  • Reduce overhead and regulatory burden 
  • Eliminate the risk associated with operating your own broker-dealer 
  • Maintain autonomy while gaining access to scalable infrastructure  
  • Remain independent while continuing to build your legacy

You’ve built something worth protecting. Cambridge is here to help you take it further, on your terms. 

Flexible platforms, managed models, and tools to help you design portfolios your way.

Resources and programs to help you scale, lead, and spend more time where it matters most.

One of the industry’s most expansive product footprints—designed to give you choice, flexibility, and support for holistic, client-first advice.

Integrated platforms and digital workflows that support the way you run your business.

A guided process built around your timeline, your clients, and your team..

Fully equipped spaces with a built-in community.

Retention 

Retaining your firm’s financial advisors during a transition is vital. That is why we take the time to understand your unique business structure, help craft a thoughtful communication plan for your team and clients, and provide training on systems, policies, and processes – so your advisors feel confident and supported every step of the way.

Recruiting Support

Once you're ready to grow, Cambridge can help. Our Business Development Team partners with you to support your recruiting efforts — from strategy to outreach — helping you bring on the right advisors to move your business forward.

The resources and support you need to thrive are a click away.