Registered Investment Advisor

Flexibility and support

Cambridge is the ideal partner for independent registered investment advisors (RIAs).

Experience the freedom of running your RIA—while receiving the support you need to grow your legacy.

As your partner, Cambridge offers:

Independence doesn’t have to mean doing it alone.

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.