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.
Our purpose is to make a difference in the lives of our advisors, their clients, and our associates. We will do this by continuously improving and refining our competitive differentiation, unique culture, customizable experience, and superior quality.
At Cambridge, we are business innovators, financial planners, wealth advisors, business builders, next generation, retirement planners, visionaries, investment advisors, succession planners, entrepreneurs, and business owners. We believe clients come first, and we all need the freedom to customize our business, our way, to best serve our clients.
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’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. We are 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.