Your Business.
Your Way.
For nearly 45 years, Cambridge has helped independent financial professionals serve clients and build their businesses.
Start your journey
Control Your Journey
Unlock a range of solutions designed to put you in complete control
Discover a New Level of Technology
Take your practice to the next level with cutting-edge technology solutions
Learn more about technology
Independence
Focused On You
Our commitment to remaining independent means you can operate your business with complete confidence and peace of mind*
$187B
Assets Under Advisement (AUA)
900
Home Office Associates
*As of 12/31/2024
Support at Every Turn
Our service and support teams will guide you through every step of your journey
No.3
In J.D. Power Independent Advisor Satisfaction rankings*
* The U.S. Financial Advisor Satisfaction Study measures satisfaction among both employee advisors (those who are employed by an investment services firm) and independent advisors (those who are affiliated with a broker dealer but operate independently) based on six key factors (in alphabetical order): compensation; leadership and culture; operational support; products and marketing; professional development; and technology.
