Our Partner
We Trust Cambridge Investment Research.
Preferred Partners is proud to partner with Cambridge Investment Research, Inc. as our financial solutions firm. For nearly 45 years, Cambridge* has provided financial advisors with the freedom to thrive. See how Cambridge’s foundation of independence, culture, and values is creating an even stronger future for investment advisors across the U.S.
(*Cambridge and its predecessor broker/dealer)
Cambridge Is Growing With Confidence
Total Revenue (1)
Years of Operation (3)
Assets Under Advisement (2)
Largest Independent Broker-Dealer (4)
Producing Advisors
Independent Broker-Dealer In Total Account Assets (5)
Associates
Fastest-Growing Independent Broker-Dealer (6)
Yes, We Brought Receipts.
* All data as of 6/30/25
- Year-to-date actual annualized
- AUA (Assets Under Advisement) reflects fee-based and independent RIA assets plus commission assets.
- Cambridge and its predecessor broker-dealer.
- Based on total revenue. Ranking received in InvestmentNews Magazine’s 2024 independent broker-dealer industry survey rankings.
- Ranking received in Financial Planning Magazine’s 2024 IBD Elite survey rankings.
- Based on revenue growth. Ranking received in Financial Planning Magazine’s 2024 IBD Elite survey rankings.