Recognition matters, but what it means for your business matters more.
Cambridge was named Broker-Dealer of the Year*, and for advisors, that recognition reflects something bigger: a firm built to support greater choice, long-term independence and the flexibility to build your business your way.
Whether you’re looking for stronger support, smarter technology, more control, or a partner aligned with your goals, Cambridge gives independent advisors the resources and relationships to move forward with confidence.
A Reflection of What Advisors Value
Broker-Dealer of the Year recognition reflects the qualities advisors look for in a long-term partner and the experience they expect from the firm they choose to build with.
| Advisors Value | What That Means at Cambridge |
|---|---|
| Flexibility | The freedom to build a business that reflects your goals, clients, and vision for the future. |
| Partnership | Direct access to people who know your business and are invested in helping you navigate growth, change, and opportunity. |
| Independence | A commitment to preserving advisor choice so you can make decisions that are right for your business and clients. |
| Support | Resources that meet you where you are, whether you're growing, planning for succession, or improving operational efficiency. |
| Innovation | Technology investments designed to help you work smarter and serve clients more effectively. |
| Confidence | A firm committed to supporting advisor success for the long term. |
Hear From Advisors Who Chose Cambridge
Awards can open the door, but advisor experiences tell the full story. Hear directly from Cambridge advisors about what life here looks like, why they chose to grow with Cambridge, and how the right broker-dealer relationship can help support the business they want to build.
Cambridge at a Glance
Cambridge Founded¹
Total Revenue²
Assets Under Advisement (AUA)³
Producing Financial Advisors
InvestmentNews Broker-Dealer of the Year*
Learn More About Cambridge
All data as of 6/30/2026
*InvestmentNews Awards Broker-Dealer of the Year 2026 winner nominations can be from any wealth management professional or organization and is determined by the InvestmentNews Awards team, who conduct research and draw on the knowledge and information gained through InvestmentNews. Winners announced on June 24, 2026. For more information, please see https://investmentnewsawards.com/
¹Cambridge and its predecessor broker-dealer
²Year-to-date, actual annualized
³AUA (Assets Under Advisement) reflects fee-based and independent RIA assets plus commission assets
Cambridge Investment Research, Inc.
1776 Pleasant Plain Road, Fairfield, IA 52556-8757
Business Development: 877.688.2369
Reception: 800.777.6080
