INDEPENDENT RIA – Build your legacy
  • Business Models

Registered Investment Advisor

Flexibility and support

Enjoy resources that support and scale alongside your business.

Cambridge is friendly to independent registered investment advisors (RIA).

Experience the freedom of running your RIA while receiving support from Cambridge to grow your legacy.

Partnering with Cambridge offers distinct advantages, including:

  • Wide range of advisory platforms
  • In-house RIA consulting 
  • Growth and coaching programs
  • Business continuity planning
  • Succession and acquisition opportunities

Deliver customized client experiences with our flexible technology solutions.

Provide holistic advice with access to one of the broadest product footprints in the industry.

Grow your business and create the optimal office environment with the support of our coaching and consulting programs.

Build your brand and reach more prospects with customized, engaging marketing solutions that deliver results.

Secure your legacy by partnering with our dedicated teams focused on business continuity and succession planning.

Take back hours in your day by outsourcing tasks - to spend more time where it matters most – with your clients and team.

You deserve a seamless transition. We provide comprehensive transition timelines and support, so you and your clients don’t skip a beat.

Run your business confidently with the support of our “common sense” compliance solutions, designed to fit the needs of your unique business model.

Grow your network and achieve your goals by connecting with other Cambridge financial advisors who can help guide you on your journey.

Ready to discuss how Cambridge can support your legacy?