Our Broker-Dealer

Privately-Controlled 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

Cambridge Highlights as of December 31, 2020

Gross Revenues

$1.1B¹

Assets Under Advisement (AUA)*

$137B

CFP® Professionals

832

Founded In

1981²

Home Office Associates

894

Producing Financial Professionals

3,623

*AUA reflects fee based and independent RIA assets plus commission assets
¹For the 12 months ending December 31, 2020
²Cambridge and its predecessor broker-dealer

Honored by financial professionals as ‘Broker-Dealer of the Year’ an unprecedented 13 times by Investment Advisor*

Recognized by associates as a ‘Top Workplace in Iowa’ by the Des Moines Registereleven straight years, 2011 – 2021

Named third in overall satisfaction among independent advisors by J.D. Power and Associates, 2018

Awarded ‘Best Early Adoption Partner’ by Albridge, 2018

Earned the ‘Data Excellence Award’ by Albridge, 2016 – 2018

*Investment Advisor magazine, 2020, 2019, 2018, 2017, 2016, 2015, 2014, 2013, 2012, 2010, 2008, 2007, Division IV; 2003 Division III

Address

430 W. Warner Rd., Ste. 123
Tempe, AZ 85284

Call Us

480-687-4234

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PJ Advisor Group