About our Broker Dealer
Cambridge delivers innovation in financial solutions.
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:
Advisor solutions for both asset management and financial planning with portfolio overlay management
Platform choices comprised of a corporate RIA or independent RIA for dual registration or fee-only business models
Multiple options for both qualified and non-qualified – direct or brokerage, fee or commissionable IRAs, multiple clearing and custodial platforms
A full spectrum of middle office services designed for solo/ensembles, branches, and super branches
Succession and acquisition financial lending plus business technology expertise
Outsource services centered on independent advisor firms, including business consulting, client marketing, and office assistance, as well as insurance services
Innovation in financial solutions and diversity in focused services for a wide variety of advisor business models.
These financial solutions and more are available along with specialized insight from The Fee Experts®¹ – all of which provides a menu of choices for the independent financial professional as they choose the customizable experience that best meets their objectives for their business and the needs of their investing clients. To best support independent financial professionals and their clients, we continue to support traditional commission options while significantly expanding our flexibility and footprint within the advisory segment as we focus our innovation efforts on fees. At Cambridge, we believe investment advice and financial and retirement planning guidance may be based on compensation in the form of fees, commissions, or both, with an independent financial professional continuing to focus on providing advice and guidance aligned with the client’s best interests.
Flexibility for advisors committed to maintaining their independence while preserving the right of choice for their investing clients.
Cambridge’s national reach includes: Cambridge Investment Research Advisors, Inc. – a large corporate RIA; and Cambridge Investment Research, Inc. – an independent broker-dealer, member FINRA/SIPC, that is among the largest privately-controlled independent broker-dealers in the country. Overall, Cambridge supports several thousand independent financial professionals nationwide who serve their hundreds of thousands of clients as registered representatives and investment advisor representatives, choosing to use either Cambridge’s firm Registered Investment Adviser or their own.
Prioritizing the needs of the independent financial professional and their clients.
Long recognized as a pioneer of the hybrid fees and commissions model, our continual drive for innovative solutions means we are at the forefront of succession and acquisition planning while proactively transforming services and business processes with a visionary view on regulatory change, product evolution, increasing client demands, and opportunities in the marketplace. Cambridge is also actively seeking and supporting Next Gen talent for the advice industry; and this includes The Next Step®internship program focused on professional careers for aspiring professionals ranging from corporate headquarters to advisor office leadership roles.
Honored to be among the most respected firms in the industry, Cambridge remains strong and growing – in part due to our conservative financial strategies and the disciplined efforts of financial professionals in their independent businesses. More importantly, we believe our long-term success is largely due to the appeal of moderate business practices and traditional values.
At Cambridge, our purpose is to make a difference in the lives of our advisors, their clients, and our associates. We are proud that advisors who share its core values of integrity, commitment, flexibility, and kindness choose Cambridge as their financial solutions firm. The advisors affiliated with Cambridge live and work in communities all across the country, servicing investing clients who reflect the unique demographics of their communities.
Join us in celebrating true independence and unwavering values of integrity, commitment, flexibility, and kindness.
At Cambridge, we are focused on the financial professional with an independent mindset and dedication to best serving the needs of their investing clients. Remaining independent and privately controlled has long been part of our plan. We believe that independence is important to our ability to control our destiny – so financial professionals can better control of their journey as independent business owners.
Experience the Cambridge difference.
1THE FEE EXPERTS® is a registered trade mark of Cambridge Investment Research, Inc. for its investment advisory service for investment managers.
Check the background of this firm and investment professional(s) on FINRA’s BrokerCheck.