Our broker dealer Cambridge Investment Research, Inc., was founded in 19811 and is headquartered in Fairfield, Iowa.
Cambridge is essentially our “back office” and handles all of our firm’s compliance, due diligence, client acquisition support, industry leading technology and also manages investment assets through its subsidiary, Cambridge Investment Research Advisors, Inc. Cambridge is an independent, privately controlled firm with over $100 billion in assets under advisement2, employs approximately 900 home office associates and has over 3,600 producing advisors across the country.
As of 2020, Cambridge was the 8th largest broker dealer based on gross revenues according to Financial Advisor magazine and has been a consistent winner of the Broker-Dealer of the Year award by Investment Advisor magazine.3
1Cambridge and its predecessor broker-dealer
2AUA reflects fee based and independent RIA assets plus commission assets
3Investment Advisor magazine, 2020, 2019, 2018, 2017, 2016, 2015, 2014, 2013, 2012, 2010, 2008, 2007, Division IV; 2003, Division III.