Website review joincambridge.com
Cambridge Investment Research
Generated on March 05 2026 04:30 AM
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Cambridge Investment Research
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For 45 years, Cambridge has helped independent financial professionals serve clients and build their businesses.
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| Property | Content |
|---|---|
| title | Cambridge Investment Research |
| description | For 45 years, Cambridge has helped independent financial professionals serve clients and build their businesses. |
| url | https://www.joincambridge.com |
| type | website |
| site_name | joincambridge.com |
Headings
| H1 | H2 | H3 | H4 | H5 | H6 |
| 1 | 20 | 8 | 296 | 1 | 0 |
- [H1] Your Business. Your Way.
- [H2] What is your journey?
- [H2] We have a plan for remaining independent. Do you?
- [H2] While others consolidate or sell, we’re staying independent – by design.
- [H2] For nearly 45 years, Cambridge has helped independent financial professionals serve clients and build their businesses.
- [H2] Control Your Journey
- [H2] Unlock a range of solutions designed to put you in complete control
- [H2] Discover a New Level of Technology
- [H2] Take your practice to the next level with cutting-edge technology solutions
- [H2] Independence Focused On You
- [H2] Our commitment to remaining independent means you can operate your business with complete confidence and peace of mind*
- [H2] $265B
- [H2] 900
- [H2] 13x
- [H2] Support at Every Turn
- [H2] Our service and support teams will guide you through every step of your journey
- [H2] No.3
- [H2] Join the Cambridge Community
- [H2] Culture and core values drive our every move
- [H2] What is your journey?
- [H2] Celebrating 40 Years Together
- [H3] Assets Under Advisement (AUA)1
- [H3] Home Office Associates
- [H3] ‘Broker-Dealer of the Year’ an unprecedented 13 times by Investment Advisor magazine*
- [H3] In J.D. Power Independent Advisor Satisfaction rankings*
- [H3] Featured Insights & Events
- [H3] The Pillars of True Independence
- [H3] Building Something Wonderful
- [H3] Cambridge Stronger Podcast
- [H4] ToolGrid
- [H4] Independent Financial Advisor
- [H4] Registered Investment Advisor
- [H4] Broker-Dealer
- [H4] Office of Supervisory Jurisdiction
- [H4] Financial Institutions
- [H4] Partners
- [H4] Asset Management Solutions
- [H4] Business Tools and Growth
- [H4] Cambridge Community of Women
- [H4] Investment Solutions
- [H4] Technology
- [H4] WealthPort: Customizable Asset Management Solutions
- [H4] CLIC: Integrated Account Servicing Platform
- [H4] Transition
- [H4] Turnkey Office Space
- [H4] Insights
- [H4] Getting to ‘Yes’: Driving Collaborative Success at Cambridge
- [H4] Industry Consolidation: An Advisors’ Checklist for Navigating Common Pitfalls
- [H4] Growth Strategies for Financial Advisors: A Guide to Business Building
- [H4] The Pillars of True Independence
- [H4] Protecting Elderly Clients from Financial Abuse
- [H4] Opportunities for Women in the Advice Industry
- [H4] Developing a Sustainable Plan for Purposeful Business Growth
- [H4] Socially Responsible Investing Strategies
- [H4] Remaining Relevant with Younger Investors During The Great Wealth Transfer
- [H4] Tips for Implementing a Fee-based or Fee-only Business Model
- [H4] How the Transition Experience Can Make — Or Break — a Financial Advisor Move
- [H4] The Importance of Continuity Planning
- [H4] Six Steps to Succession Planning
- [H4] The Art and Science of a Deal: Your Guide to Acquiring a Practice
- [H4] Partner With Cambridge for Successful Growth and Recruiting
- [H4] Factors You Should Not Overlook in Selecting a Broker-Dealer or a Registered Investment Advisor
- [H4] 40 Tips from 40 Years of Serving Independent Financial Professionals
- [H4] Build Your OSJ Legacy With Cambridge
- [H4] Critical Questions to Plan Your Transition
- [H4] Never Transition Alone
- [H4] Grow Your Financial Practice With Outsourcing Support
- [H4] A Rising Power: Engaging Women Investors
- [H4] Advisor Transition Guide: Steps to Prepare Your Brand and Clients
- [H4] Five Reasons OSJ Leaders Choose Cambridge
- [H4] Our Why
- [H4] Advisory Platforms
- [H4] Product Flexibility
- [H4] Build Your Legacy
- [H4] Returning to Cambridge
- [H4] Our Secret Sauce
- [H4] From “No” to Know-How: A Commonsense Approach to Compliance
- [H4] Technology and Tools for Advisor Success
- [H4] Events
- [H4] Ignite Overview
- [H4] Cambridge Stronger Podcast
- [H4] Episode 101: The Luckiest Life
- [H4] Episode 102: The Chain of Helping People
- [H4] Episode 103: Serving Leaders
- [H4] Episode 104: Elevating Success
- [H4] Episode 105: Strength from Helping Others
- [H4] Episode 106: All about the Heart
- [H4] Episode 107: Respect & Grace Along the Way
- [H4] Episode 108: You Can Be What You Can See
- [H4] Episode 109: A Drive to Succeed
- [H4] Episode 110: Don’t Give Up
- [H4] Episode 111: Faith in your dreams
- [H4] Episode 112: Treat People Well
- [H4] Episode 113: Go Your Own Way
- [H4] Episode 114: Climbing Mountains
- [H4] Episode 115: Reach Out with Encouragement
- [H4] Episode 116: A Commitment to Service
- [H4] Episode 117: IRIA with Family Ties
- [H4] Episode 118: Planning for Succession
- [H4] Episode 119: Transitioning to Succession
- [H4] Episode 120: Finding Your Market
- [H4] Episode 121: Serving Clients from the Midwest and Southwest
- [H4] Episode 122: Forming Strong Client Relationships
- [H4] Episode 123: Discovering a Niche
- [H4] Episode 124: The Value of Perseverance
- [H4] Episode 125: Building an Innovative Strategy
- [H4] Episode 126: Making a Positive Difference
- [H4] Episode 127: From Music to Financial Services — An Unexpected Journey
- [H4] Episode 128: Embark, Explore, Discover
- [H4] Episode 129: Finding Your Purpose
- [H4] Episode 130: Coaching Clients the Right Way
- [H4] Episode 131: Finding Your Voice
- [H4] Episode 132: Family and Finance — The Scarsella Approach
- [H4] Episode 133: Finding Strong Mentors
- [H4] Episode 134: Let Your Values Guide You
- [H4] Episode 135: Charting a Path to Financial Services
- [H4] Episode 136: Shooting for the Stars
- [H4] Episode 137: Serving Technology Leaders
- [H4] Episode 138: Going Above the Call of Duty
- [H4] Episode 139: Finding Independence
- [H4] Episode 140: Collaborating for Success
- [H4] Episode 141: Coming Full Circle
- [H4] Episode 142: Creating Your Path
- [H4] Episode 143: Service Above Success
- [H4] Episode 144: Mentoring and a Coaching Mindset
- [H4] Episode 145: Adapting to Challenges
- [H4] Episode 146: The Magic of a Multigenerational
- [H4] Episode 147: Creating a ‘Mini Cambridge’
- [H4] Episode 148: Integrating Work and Life
- [H4] Episode 149: Coaching On and Off the Court
- [H4] Episode 150: The Value of a Dollar
- [H4] Episode 151: Walking in Their Shoes
- [H4] Episode 152: Building My Business My Way
- [H4] Episode 153: A Matter of Time
- [H4] Episode 154: The Best of Both Worlds
- [H4] Episode 155: The Journey to Digitization
- [H4] Episode 156: Returning to the Fundamentals
- [H4] Episode 157: A 3D View of Social Investing
- [H4] Episode 158: You Deserve To Be Here
- [H4] Episode 159: Keeping Your Harvest in Mind
- [H4] Episode 160: Finding The Perfect Fit
- [H4] Episode 161: Charting a Course for Young Professionals
- [H4] Episode 162: Taking 'The Next Step'
- [H4] Episode 163: A Noble Profession
- [H4] Episode 164: The Plan Comes First
- [H4] Episode 165: Taking a Proactive Approach
- [H4] Episode 166: Practicing Patience
- [H4] Episode 167: Finding Your Fulfillment
- [H4] Episode 168: Paying Your Future Self
- [H4] Episode 169: Leading With Integrity
- [H4] Episode 170: Attitude and Effort
- [H4] Episode 171: Next in Line
- [H4] Episode 172: Forging the Path for Opportunity
- [H4] Episode 173: Investing Early
- [H4] Episode 174: The Value of Trust
- [H4] Episode 175: Paying it Backwards
- [H4] Episode 176: A Balancing Act
- [H4] Episode 177: Thinking Out-of-the Box
- [H4] Episode 178: Using My Voice for Good
- [H4] Episode 179: One Size Never Fits All
- [H4] Episode 180: Persistence and Patience
- [H4] Episode 181: The Power of Choice
- [H4] Episode 182: Planning for Your Dreams
- [H4] Episode 183: See the People
- [H4] Episode 184: Leading a Work-optional Lifestyle
- [H4] Episode 185: Opening Your Heart and Mind
- [H4] Episode 186: A Service Mindset
- [H4] Episode 187: Finding Your Financial Teammate
- [H4] Episode 188: Finding Strength in Each Other
- [H4] Episode 189: Creating Honest Conversations
- [H4] Episode 190: The Heart of the Industry
- [H4] Episode 192: It Begins With a Foundation
- [H4] Episode 193: Starting the Conversation With Empathy
- [H4] Episode 194: Establishing Your Balancing Act
- [H4] Episode 195: Be The Change
- [H4] Episode 196: Journey to Independence
- [H4] Episode 197: Buying Your Time Back
- [H4] Episode 198: Providing a Financial Game Plan
- [H4] Episode 199: Remaining Relatable
- [H4] Episode 200: Building Financial Freedom
- [H4] Episode 201: Digging Out of Debt
- [H4] Episode 202: Discovering Your “Aha” Moment
- [H4] Episode 203: Stepping Out of Your Comfort Zone
- [H4] Episode 204: Staying True to Your Core Values
- [H4] Episode 205: Turning Tragedy into Opportunity
- [H4] Episode 206: Owning Your Situation
- [H4] Episode 207: It’s Okay to Be You
- [H4] Episode 208: Living by Your Core Values
- [H4] Episode 209: Owning Your Decade
- [H4] Episode 210: Aligning Your Synergies
- [H4] Episode 211: Making Money Simple
- [H4] Episode 212: Following the Golden Rule
- [H4] Episode 213: Work Hard, Play Hard
- [H4] Episode 214: Removing Your Blinders
- [H4] Episode 215: Finding Your Fit
- [H4] Episode 216: Finding Your Foundation
- [H4] Episode 217: Representing the Spirit of Cambridge
- [H4] Episode 218: Financial Peace of Mind
- [H4] Episode 219: When Disaster Strikes
- [H4] Episode 220: Discovering Your Greatest Tool
- [H4] Episode 221: When Disaster Strikes – Part Two
- [H4] Episode 222: Stories of Rising Stars: Pushing Boundaries
- [H4] Episode 223: Charting Success in Financial Advising
- [H4] Episode 224: Building Trust, Embracing Technology
- [H4] Episode 225: A Global Perspective on Finance and Legacy
- [H4] Episode 226: The Power of Experience and Allyship
- [H4] Episode 227: Breaking Barriers in Finance
- [H4] Episode 228: From Toys 'R' Us Stock to Financial Security
- [H4] Episode 229: The Human Side of Finance
- [H4] Episode 230: From Music Rooms to ESG Mastery
- [H4] Episode 231: From Flight Nurse to Financial Trailblazer
- [H4] Episode 232: Coaching, Technology, and Real-Life Impact
- [H4] Episode 233: Advocacy in Action
- [H4] Episode 234: Designing a Practice That Feeds Your Soul
- [H4] Episode 235: The Next Step® – Building Confidence and Careers
- [H4] Episode 236: Building with Purpose
- [H4] Episode 237: The Blanket Effect of Care
- [H4] Episode 238: Living Our Values
- [H4] Episode 239: Shaping Strategy and Supporting Advisors
- [H4] Episode 240: Finding Your Path and Making an Impact
- [H4] Episode 241: Scaling with Purpose and Community
- [H4] Episode 242: Purpose, Resilience, and Ethical Planning
- [H4] Episode 243: Leading with Heart and Purpose
- [H4] Episode 244: Understanding the Money Brain
- [H4] Episode 245: Leading the Next Generation of Advice
- [H4] Episode 246: Leading with Personality in a Numbers Business
- [H4] Let's Talk Podcast
- [H4] Episode 136: Building Advisor-First Technology: Insights from CTO Sean Van Moorleghem
- [H4] Episode 135: Let’s Talk @ Ignite: From Service to Strategy
- [H4] Episode 134: Let’s Talk @ Ignite: Bold Moves and Career Lessons
- [H4] Episode 133: Let’s Talk @ Ignite: Balancing Numbers and Humanity
- [H4] Episode 132: Let’s Talk @ Ignite: Giving Back Through Luke’s Wings
- [H4] Episode 131: Let’s Talk @ Ignite: Building Something Wonderful with Eric Schwartz
- [H4] Episode 130: Embracing AI – Innovation, Efficiency, and the Future of Financial Services
- [H4] Episode 128: Planning, Scaling, and Legacy – A Succession Expert’s Insight
- [H4] Episode 127: Navigating Growth, Regulation, and Innovation: A CEO’s Perspective
- [H4] Episode 125: Leveraging Relationships
- [H4] Episode 124: Getting Started and Setting Expectations
- [H4] Episode 123: Position Your Business for the Future
- [H4] Episode 121: Cambridge Retirement Plan Advisors (RPA): Joining Forces
- [H4] Episode 120: Exploring Spire Outsourcing
- [H4] Episode 119: The Pace of Change
- [H4] Episode 116: Supporting Our Charitable Reach
- [H4] Episode 115: Listening and Learning
- [H4] Episode 113: Networking to Grow Your Business
- [H4] Episode 111: It Takes a Village
- [H4] Episode 110: Streamlining Your Workflow One Program At-A-Time
- [H4] Episode 109: Managing Your Experience with Efficiency and Proficiency
- [H4] Episode 108: Taking Charge of Your Practice
- [H4] Episode 107: Every Transition Journey is Unique
- [H4] Episode 103: You Control the Journey
- [H4] Overview
- [H4] Cambridge Leadership
- [H4] The Cambridge Foundation: Giving Back
- [H4] Our Commitment to Inclusion
- [H4] Cambridge News
- [H4] Cambridge Named Top Workplace USA
- [H4] Cambridge Introduces New Personal CFO Services for Financial Professionals Serving High-Net-Worth Clients
- [H4] Cambridge Named a Finalist in Five FCS Portfolio Award Categories
- [H4] Jeff Vivacqua Appointed Chairman of Invest in Others Board of Directors
- [H4] Cambridge Promotes Jeff Voreis to Vice President, Advocacy & Supervision
- [H4] Cambridge Named Finalist for InvestmentNews Broker-Dealer of the Year, Employer of Choice Awards
- [H4] Amy Webber Named Finalist for InvestmentNews CEO of the Year Award
- [H4] Cambridge Advisors Named Finalists for InvestmentNews Advisor of the Year Award
- [H4] Cambridge Founder Eric Schwartz Wins Fairfield Chamber ‘Legacy’ Award
- [H4] Cambridge Named Finalist for Six ‘Wealthies’ Awards
- [H4] Cambridge Promotes Erica Voreis to Vice President, Transition and Acquisition Operations
- [H4] Cambridge Advisors Earn InvestmentNews Advisor of the Year Honors
- [H4] Cambridge Named One of Iowa’s ‘Most Giving Companies’
- [H4] Two Cambridge Financial Professionals Recognized in 2024 Invest in Others Awards
- [H4] Cambridge Announces Recipients of 11th Annual Jim Guy Memorial Scholarship
- [H4] Cambridge Honors Financial Professionals and Associates with 2024 Spirit of Cambridge Award
- [H4] Cambridge’s The Next Step Internship Program Graduates Largest Class Ever
- [H4] Val Vest Named InvestmentNews ‘Allyship Champion of the Year’ Finalist
- [H4] Cambridge Named ThinkAdvisor Luminaries Finalist in Six Categories
- [H4] Cambridge Named Finalist for InvestmentNews Employer of Choice Award
- [H4] Cambridge Wins Two WealthManagement.com “Wealthies” Awards
- [H4] Cambridge Earns 14th Consecutive Top Workplace Iowa Award
- [H4] Sarah Berner Promoted to First Vice President, Service Experience
- [H4] Sam Nosbisch Promoted to Vice President, Product Delivery
- [H4] Klinkhammer, Rash Named 2024 InvestmentNews Rising Stars
- [H4] Cambridge Associates Selected 2024 InvestmentNews Rising Stars
- [H4] Cambridge Earns Gold at 2024 Viddy Awards
- [H4] Cambridge Promotes Morae Metcalf to Vice President, Human Resources
- [H4] Cambridge Wins Big at ThinkAdvisor Luminaries Awards
- [H4] Cambridge Promotes Brian Reid to First Vice President, Relationship Management
- [H4] Neil Esterson Named to NAPA’s Top 100 Retirement Plan Advisors Under 40
- [H4] Cambridge Advisors Receive Invest in Others Grants
- [H4] Harison Sidhu Joins Cambridge as First Vice President, Investment Products and Research
- [H4] Rick Kuhlman Elected to FINRA’s NAC Council
- [H4] Cambridge Celebrates 15 Years of Driving Advisor Growth Through Practice Management Coaching Program
- [H4] Cambridge Named Top Workplace USA
- [H4] Cambridge Welcomes Sean Van Moorleghem as Executive Vice President and Chief Technology Officer
- [H4] Cambridge Strengthens Leadership Team With Strategic Promotions Across Firm
- [H4] Webber Advisors Selected to NAPA’s Top Defined Contribution Team
- [H4] Morae Metcalf Wins ‘Young Professional of the Year’ Award
- [H4] Cambridge, Colleen Bell Recognized as Finalists in 2025 InvestmentNews Awards
- [H4] Cambridge Advisors Named InvestmentNews Award Finalists
- [H4] Cambridge and iCapital® Expand Relationship to Provide Enhanced Access to Alternative Investment Vehicles, Research, and Education
- [H4] Cambridge Named Finalist for Four ‘Wealthies’ Awards
- [H4] Cambridge Wins InvestmentNews Employer of Choice Award
- [H4] The AmeriFlex Group® Joins Cambridge to Support Intensifying Growth and Enhance Service Experience for Financial Advisors
- [H4] Cambridge Advisors Recognized in 2025 Invest in Others Awards
- [H4] Cambridge Announces Recipients of 12th Annual Jim Guy Memorial Scholarship
- [H4] Cambridge Leaders Named Finalists in 2025 InvestmentNews Women to Watch Awards
- [H4] Lindsey & Lindsey Wealth Management, Susan Sukys Named Finalists in 2025 InvestmentNews Women to Watch Awards
- [H4] Cambridge Announces Successful Launch of Wealth Management Industry’s First Fully Agentic-AI-Driven Account Opening Tool
- [H4] Cambridge Honors Financial Professionals and Associates with 2025 Spirit of Cambridge Award
- [H4] Cambridge Wins WealthManagement.com “Wealthies” Award
- [H4] Cambridge Named to Top Workplace Iowa List for 15th Consecutive Year
- [H4] Cambridge Named ThinkAdvisor Luminaries Finalist in Four Categories
- [H4] Brian Duncan Named Finalist for ThinkAdvisor CEO of the Year Award
- [H4] Cody Phelps, Audrey Hixson Named InvestmentNews Rising Stars
- [H4] Cambridge Earns InvestmentNews Employer of Choice Award
- [H4] Cambridge Names Harison Sidhu Firm’s First Chief Investment Officer
- [H4] Dempsey Lord Smith Joins Cambridge to Accelerate Advisor Growth and Expand Long-Term Opportunity
- [H4] Cambridge Surpasses $2 Billion in Annual Revenue
- [H4] Cambridge Welcomes Matthew Ham as Vice President, Product Strategy
- [H4] Cambridge Welcomes Cody Phelps as First Vice President of Strategic Acquisitions
- [H4] Career Opportunities
- [H4] Awards and Recognition
- [H4] Frequently Asked Questions
- [H4] Contact Cambridge
- [H4] Jim Guy Memorial Scholarship
- [H4] Quick Links
- [H5] Cambridge Investment Research, Inc.
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Keywords Cloud
investment firm stronger solutions research cambridge financial support independent advisor
Keywords Consistency
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| independent | 6 | |
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| financial | 6 | |
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