The influx of talent highlights a growing friction between large-scale M&A shops and advisors seeking autonomy. According to Tammy Robbins, Executive Vice President and Chief Business Development Officer, many new arrivals fled firms where they felt their professional identity was compromised by corporate absorption. By maintaining internal control, Cambridge positions itself as a sanctuary for those prioritizing community and a people-first culture.

The firm’s growth trajectory continues to sharpen. While the first half of 2025 saw 185 advisors join with $5.1 billion in assets, the 2026 cohort represents a significant jump in productivity, adding roughly $1.7 billion more in client assets than the prior year’s equivalent period. This momentum accelerated through the second quarter, which saw $4.2 billion in new assets compared to $2.6 billion in the first. Revenue followed a similar upward curve, rising from $24.3 million in Q1 to $31.6 million in Q2.

Leadership attributes this performance to a blend of high-touch service and technical investment. Recent capital allocation into agentic AI and expanded support staff aims to provide advisors with the infrastructure necessary to navigate a volatile market. These results follow a landmark 2025, during which the firm surpassed $2 billion in total revenue.