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