joincambridge.com

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Cambridge Investment Research

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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

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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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Rick Kuhlman Elected to FINRA’s NAC Council Intern doFollow
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Morae Metcalf Wins ‘Young Professional of the Year’ Award Intern doFollow
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The AmeriFlex Group® Joins Cambridge to Support Intensifying Growth and Enhance Service Experience for Financial Advisors Intern doFollow
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Lindsey & Lindsey Wealth Management, Susan Sukys Named Finalists in 2025 InvestmentNews Women to Watch Awards Intern doFollow
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Cambridge Honors Financial Professionals and Associates with 2025 Spirit of Cambridge Award Intern doFollow
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Cambridge Named ThinkAdvisor Luminaries Finalist in Four Categories Intern doFollow
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Cody Phelps, Audrey Hixson Named InvestmentNews Rising Stars Intern doFollow
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