• Business Models


Flexible Solutions for OSJs

You’re independent. We’re flexible.

You need independence and flexibility to run your Office of Supervisory Jurisdiction (OSJ), your way, and reach your business goals – not limits and restrictions.

Cambridge understands that your business model is unique. We support leaders like you by tailoring solutions to meet your needs at any scale, as well as the needs of the financial professionals you serve. 

Enjoy More Autonomy

You can have the best of both worlds: Independent ownership and the flexibility to run your business your way.

At Cambridge, you can expect:

  • Pricing established at the OSJ level
  • Payouts customizable to each financial professional
  • Unparalleled flexibility to help you meet the expectations of recruits – with multiple clearing firms and a broad product footprint
  • A common-sense Compliance Department with an open mind and open door
  • Recruiting support for growth-oriented enterprises

Deliver great client experiences with our customized technology solutions.

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

Grow your practice and create an 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.

Create a legacy by partnering with our team focused on business continuity, succession planning, mergers, and acquisitions.

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

Transition your business without missing a beat with our personalized plans and “Transition Express” program.

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.

“When I was considering creating an enterprise, I was told that Cambridge had exactly what I needed to help financial professionals build their practices. Over 13 years later, I can assure you they were telling the truth.” 

Monte Ferguson, Founder and Partner, Pivotal Advisors


Say goodbye to limitations.