Our Broker-Dealer
Cambridge
Investment
Research
Cambridge Investment Group, Inc. is a privately-controlled financial solutions firm focused on serving independent financial advisors and their investing clients. Cambridge is also a national corporation with a registered investment advisor as well as an industry leading independent broker-dealer. Cambridge offers a broad range of choices regarding advisor-focused financial solutions.
WHY WE CHOSE
Advisor solutions for both asset management and financial planning with portfolio overlay management​
Multiple options for both qualified and non-qualified: direct or brokerage, fee or commissionable IRAs, multiple clearing and custodial platforms
Platform choice comprised of a corporate RIA or independent RIA for dual registration or fee-only business models​
A full spectrum of middle office services designed for solo/ensembles, branches, and super branches
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Succession and acquisition financial lending plus business technology expertise​​
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Outsourcing services centered
on independent advisor firms, including business consulting, client marketing, and office assistance,
as well as insurance services
Cambridge by the Numbers
For more than 40 years, Cambridge has been supporting independent financial professionals in serving their clients and growing their businesses. As a leading broker-dealer, Cambridge offers top-notch services and solutions to financial professionals across the country. With a commitment to independence, integrity, and personalized support, Cambridge equips financial advisors with the tools and resources they need to thrive in their practices.
$174B
Assets Under Advisement (AUA)
*As of 6/30/24
900
Home Office Associates
*As of 6/30/24
13x
‘Broker-Dealer of the Year’
by Investment Advisor magazine*
Celebrating 40 Years
For over four decades, Cambridge has proudly served independent financial professionals and their clients. In 20121, as Cambridge collectively celebrate 40 years of service, Cambridge Executive Chairman Eric Schwartz and President and Chief Executive Officer Amy Webber reflect on their unique journeys and explain why the best is still to come.
Customizable Tech Platform
Aligning with our primary objective of offering advisors independence, Cambridge is constantly focusing on improving technology. Unlike other broker-dealers, with Cambridge, you get to choose what technology to use. Watch here as they showcase one of their in-house financial planning tools.
