Cambridge Investment Research

Why Cambridge?

Through our partnership with Cambridge Investment Research, Inc., we have been able to maintain our independence, objectivity, and integrity for the success of our clients. Through Cambridge, we have access to a flexible range of investment and insurance products so we can find investments that are right for you.

Cambridge is an internally controlled and operated financial solutions firm focused on serving independent financial professionals and their clients. Founded in 1981 (1), Cambridge serves over 3,800 financial professionals (2) and provides a broad range of solutions in the areas of advice, technology, business growth, consulting, outsourcing, and more. Cambridge is a top-10 independent broker-dealer in total revenue (No. 8) (3), and was named one of the fastest-growing independent firms (No. 10) in the industry by InvestmentNews Magazine (4). The firm has also received ThinkAdvisor LUMINARIES awards for Thought Leadership and Education (2023) and Executive Leadership (2021) (5), and has been named a Top Workplace in Iowa 13 times (6) and a Top Workplace USA three times (7).

Headquartered in Fairfield, Iowa, Cambridge employs over 900 home office associates (2) and operates an additional office space in Phoenix, Arizona. 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.

(1) Cambridge and its predecessor broker-dealer
(2) As of September 30, 2023
(3) Based on total revenue. Ranking received in InvestmentNews Magazine's 2023 independent broker-dealer industry survey rankings.
(4) Based on revenue growth. Ranking received in InvestmentNews Magazine's 2023 independent broker-dealer industry survey rankings.
(5) ThinkAdvisor LUMINARIES, Class of 2021 and 2023. To learn about the award criteria, visit https://event.thinkadvisor.com/luminaries-awards/criteria. Amy Webber and Seth Miller have been members of the judging panel at ThinkAdvisor but did not vote for any category in which Cambridge was nominated.
(6) The Top Workplace in Iowa, 2011-2023, recognition is determined by associate feedback through an anonymous survey conducted by Energage, an independent research company. More information on the methodology to qualify can be found at https://topworkplaces.com/resources/national-top-workplaces-methodology/
(7) The Top Workplace USA, 2021-2023, recognition is determined by associate feedback through an anonymous survey conducted by Energage, an independent research company. More information on the methodology to qualify can be found at https://topworkplaces.com/resources/national-top-workplaces-methodology/