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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 adviser 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`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, that is among the largest privately-controlled independent broker-dealers in the country. Overall, Cambridge supports over 3,000 independent financial professionals nationwide who serve their thousands of clients as registered representatives and investment advisor representatives, choosing to use either Cambridge`s firm Registered Investment Adviser or their own.
Murphy and Partners is a New York, NY-based company in the Financial Services sector.
Tiedemann Advisors is one of the largest independent investment and wealth advisors for high-net-worth individuals, families, trusts, foundations and endowments. Founded in 1999, Tiedemann has nine offices across the U.S. including its trust services office, Tiedemann Trust Company, a state-chartered trust company located in Wilmington, Delaware.
Capital North Advisors is a Gansevoort, NY-based company in the Financial Services sector.
Cardinal Investments is a El Segundo, CA-based company in the Financial Services sector.