Cambridge Investment Research, Inc. is an internally controlled financial solutions firm dedicated to serving independent financial advisors and their clients. We offer a flexible range of solutions in the areas of advice, growth, technology, independence, and more. Cambridge is guided by its core values of integrity, commitment, flexibility, and kindness.
We are innovators, problem solvers, and game changers. We are independent. We are Cambridge.
Celebrating Something Wonderful
For nearly 45 years we have provided financial advisors with the freedom to thrive. Learn how a foundation of independence, culture, and values has helped Cambridge become one of the largest internally controlled financial services firms in the country.
Cambridge Co-Chairman, Eric Schwartz, and Chief Executive Officer and Co-Chairman, Amy Webber, reflect on their unique journeys and explain why the best is still to come.
Culture Counts and Values Matter Most
We believe culture and success go hand in hand. Our core values of integrity, commitment, flexibility, and kindness have shaped our journey and kept us centered on our purpose of serving independent financial advisors and their clients.
We are proud to work with financial advisors who share our values and commitment to making a difference.
Our purpose:
To make a difference in the lives of our financial professionals, their clients, and our associates.
Our values:
Integrity
Commitment
Flexibility
Kindness
Current Financial Advisors Describe Their Cambridge Experience
Cambridge By the Numbers
$1.87B
Total Revenue1
$185B
Assets Under Advisement (AUA)2
3,800
Producing Financial Advisors
900
Associates
1981
Founded In3
No. 7
Largest independent
broker-dealer4
No. 9
Independent broker-dealer in
total account assets5
No. 9
Fastest-growing independent
broker-dealer6
*All data as of 3/31/25
1 Year-to-date actual annualized
2 AUA (Assets Under Advisement) reflects fee-based and independent RIA assets plus commission assets.
3 Cambridge and its predecessor broker-dealer.
4 Based on total revenue. Ranking received in InvestmentNews Magazine's 2024 independent broker-dealer industry survey rankings.
5 Ranking received in Financial Planning Magazine’s 2024 IBD Elite survey rankings.
6 Based on revenue growth. Ranking received in Financial Planning Magazine's 2024 IBD Elite survey rankings.
Cambridge Code of Conduct
Our Code of Conduct aligns with our values of integrity, commitment, flexibility, and kindness, and reflects the inclusion and consideration we expect from every member of Cambridge Nation when interacting with another member of our Cambridge Community.
Cambridge Investment Research, Inc.
1776 Pleasant Plain Road, Fairfield, IA 52556-8757
Business Development: 877.688.2369
Reception: 800.777.6080
