Cambridge is independent RIA-friendly.
Experience the freedom of maintaining your RIA while receiving the resources and support to further grow your legacy.
Partnering with Cambridge Offers
A wide range of advisory platforms to suit every client engagement model.
In-house RIA consulting to help you optimize and grow your independent firm.
Specialized coaching and growth programs to accelerate your business trajectory.
Comprehensive planning to protect your practice, your clients, and your future.
Succession and acquisition options that help you create and preserve your legacy.
Cambridge's resources are built to support independent RIAs at every stage — from launch to succession.
Deliver great client experiences with our customized technology solutions built for independent advisors.
Access a diverse, open-architecture array of investment products to serve every client need.
Grow your practice and create an optimal office environment with 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.
Connect and collaborate with thousands of like-minded financial professionals through our national events and peer communities.
Join independent RIAs across the country who trust Cambridge to power their growth, protect their independence, and preserve their legacy.