FAIRFIELD, IA – June 6, 2025 — Cambridge Investment Research, Inc. (“Cambridge”), a leading independent financial solutions firm supporting more than 3,800 financial professionals nationwide, has been named a finalist in four categories of the 2025 WealthManagement.com Industry Awards (“Wealthies”). This recognition places Cambridge among the top-performing firms, tying for the third-highest number of finalist honors in this year’s program. Initiatives earning finalist status include the firm’s Private Client Solutions (PCS) offering, Retirement Plan Advisors (RPA) service, Community of Women program, and The Next Step^® Internship. Winners will be announced during a formal awards ceremony on September 4, 2025 in New York City.

The Wealthies are a leading awards program in the financial services industry that honors outstanding achievements by companies, organizations, and individuals who are supporting the development and success of financial advisors around the country. More than 1,000 entries from over 400 companies were turned in¹, the highest number of submissions ever received in the award’s 11-year history.

Following is a list of the awards and categories in which Cambridge was recognized. The complete list of 2025 finalists can be viewed here.

Private Client Solutions (PCS) | Service
Category: Broker-Dealers (1,000+ Advisors)

Retirement Plan Advisors (RPA) Offering | Wealth and Retirement Integration
Category: Retirement Plan Support and Advisor Services (Broker-Dealers)

Cambridge Community of Women Program | Diversity, Equity, and Inclusion
Category: All Firms

The Next Step^® Internship | Corporate Social Responsibility
Category: All Firms

About Cambridge

Cambridge is a financial solutions firm focused on serving independent financial professionals and their clients while preserving its internal control. Cambridge offers a broad range of choices for independent financial professionals regarding solutions for advice, growth, technology, and independence. Cambridge’s national reach includes: Cambridge Investment Research Advisors, Inc. – a large corporate RIA; and Cambridge Investment Research, Inc. – an independent broker-dealer, member FINRA/SIPC, that is among the largest internally controlled independent broker-dealers in the country.

About WealthManagement.com
WealthManagement.com, an Informa business, provides everything wealth professionals need to know to stay knowledgeable about the industry, build stronger relationships, improve their practice, and grow their business. Named 2021 Neal Award Winner as Best Media Brand For Overall Editorial Excellence, WealthManagement.com offers financial services organizations a broad array of marketing services designed to help them influence the industry’s leading audience of wealth management professionals.

Contact: Jeff Wulf, Senior Vice President, Cambridge: jeff.wulf@cir2.com or 800-777-6080

¹ WealthManagement.com, Wealthies Awards, 2025. Finalists are chosen based on nominations from industry peers in the following categories: Broker-Dealers>Service for Private Client Services; Corporate Social Responsibility for The Next Step® Internship; Diversity, Equity, and Inclusion for Community of Women Program; and Retirement Plan Support/Advisor Services for RPA Program. Winners announced September 4, 2025. Learn more at https://informaconnect.com/wealth-management-industry-awards/2025-finalists/