Independent Advisor
As an independent advisor at Cambridge, we’ll give you the flexibility to run your business and help clients reach their investing goals.
Independent RIA
Experience the freedom of building your RIA while leveraging the resources and support to further grow your legacy.
Broker-Dealer
Maintain autonomy and infrastructure while developing scalability for your broker-dealer.
OSJ
As an Office of Supervisory Jurisdiction (OSJ), you thrive when your financial professionals thrive. We support OSJs with tailored solutions designed to help you meet the unique needs of your financial professionals.
Financial Institutions
Choose from various program structures, unique compensation arrangements, and custom client ownership scenarios that are fully adaptable to your financial institution.
Featured
The Pillars of True Independence
Get our succession strategy outlining Cambridge’s commitment to internal control and preserving the independence of the financial advisors we serve.
Celebrating 40 Years Together – Something Wonderful
Celebrating our 40th anniversary, we recognize it has always been about the people. Watch how Eric Schwartz, Founder and Executive Chairman, just wanted to build something wonderful.
Cambridge Stronger Podcast
Cambridge Stronger is a podcast and blog series hosted by Cambridge's CEO Amy Webber. It is produced by Cambridge – a financial solutions firm where culture counts and values matter most.