Cambridge Investment Research

Founded in 1981, Cambridge Investment Research, Inc. operates as a prominent, internally controlled independent financial solutions firm. Headquartered in Fairfield, Iowa, the company functions as a large independent broker-dealer and corporate registered investment adviser. Cambridge provides a comprehensive, integrated suite of services, including brokerage, advisory, technology, and practice management solutions, catering to a diverse network of approximately 3,800 independent financial professionals across the United States. The firm’s business model is built on providing high-level support to independent advisors, ensuring they have the necessary tools to succeed in a competitive market.

The firm maintains a robust operational footprint with 6 locations nationwide. Supporting its expansive service model, Cambridge Investment Research employs a workforce of 500-1,000 employees. The organization currently oversees more than $250B in assets under advisement, demonstrating significant scale and stability within the financial services sector. By leveraging advanced technology, proprietary platforms, and outsourced solutions, the firm enables its affiliated professionals to optimize their practice management, streamline operations, and enhance client service delivery. This operational efficiency is central to their value proposition for independent financial advisors.

Cambridge Investment Research competes with major industry players such as Cetera, Ameritas, and Commonwealth. The firm’s strategic focus on empowering independent financial professionals distinguishes its market position. Meet Cambridge Investment Research's team to learn about the leadership driving these operations. With a long-standing history since 1981, the company continues to evolve its service offerings to meet the complex, changing needs of modern financial advisors and their clients. By maintaining a strong B2B presence in the NorthView more...