Fee-only adviser · Boston, MA
Cambridge Associates, LLC
Cambridge Associates, LLC is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Boston, Massachusetts. On its latest Form ADV, filed April 29, 2026, it reports $326.7B in regulatory assets under management, 213 individual clients and 424 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | SEC-registered |
|---|---|
| Firm CRD number | 104942 · SEC file 801-14255 |
| Office | 115 Federal Street Boston, MA 02110 |
| Phone | (617) 457-7500 |
| Website | www.cambridgeassociates.com |
| Regulatory assets under management | $326.7B ($106.7B discretionary) |
| Individual clients | 0 non-high-net-worth, 213 high-net-worth |
| Financial planning clients | More than 500 |
| How it charges | Percentage of assets, Hourly, Fixed fee, Subscription, Other |
| Services | Financial planning, Portfolio management, Pension consulting, Selection of other advisers, Educational seminars |
| Employees | 1,116 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | April 29, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are high-net-worth, which on Form ADV means they meet the SEC’s qualified-client or qualified-purchaser test: broadly, more than $1 million managed by the adviser or a net worth above $2 million, with the thresholds indexed for inflation.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
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- Claro Advisors Inc. $1.4B
See all 115 fee-only advisers in Boston →
Nearby
- Sout Boston 1 firm
- East Boston 1 firm
- Brookline 1 firm
- Cambridge 11 firms
- Roslindale 1 firm
- Melrose 1 firm
- Belmont 2 firms
- Arlington 3 firms
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