Cambridge Investment Research




About Cambridge



Why Cambridge?


Cambridge Investment Research, Inc. (Cambridge) is an independent, privately controlled broker-dealer with over $100 billion assets under advisement1, more than 800 home office associates, and over 3,300 independent registered representatives2 serving hundreds of thousands of investing clients across the United States. As an industry leader, Cambridge strives to create a workplace that reflects their four core values of integrity, commitment, flexibility, and kindness while fostering an atmosphere that allows their associates to thrive and enjoy in their mutual success. Cambridge has been honored as “Broker-Dealer of the Year for 2019-2012, 2010, 2008, 2007, and 2003 by Investment Advisor magazine;3 and was ranked eighth in Financial Planning magazine’s “IBD Elite 2019”.4 Cambridge is also among the top 20 large companies in Iowa to be honored by the Des Moines Register  as a “Top Workplace” for 2019, and is one of only six companies consecutively ranked among the Top Workplaces since the ranking began in 2011.4


 


Cambridge’s Purpose


Their purpose is to make a difference in the lives of their advisors, their advisors’ clients, and their associates.


 


Cambridge’s Culture


Cambridge is an independent broker-dealer for financial professionals striving to offer objective investment advice to investing clients. They are among the nation’s top independent broker-dealers and are fully devoted to their four core values of integrity, commitment, flexibility, and kindness. We are proud that independent financial professional who our dedicated to our values choose Cambridge.


 


We believe a firm’s culture influences its reputation. We think you can take a hard look at a firm’s stated mission and values and compare that to how the firm’s management and staff engage with advisors and manage business.


Cambridge's Stability


Cambridge is financially sound, has been consistently profitable for more than 15 years, and maintains a strong commitment to providing resources and support that help our advisors serve the needs of their investing clients. According to Financial Planning magazine's 2019 IBD Elite Survey, Cambridge ranked eighth in terms of total revenue5. Cambridge has net excess capital and their debt consists mostly of mortgages on their 80,000 square foot corporate headquarters. Cambridge is privately owned by associates, management, and advisors; and leadership has spent over 20 years consciously building a structure to ensure they can control their future so advisors can better control their own destinies. In terms of due diligence, Cambridge has long mastered offering a broad product footprint based on their view that quality and choice are equally important.


1 AUA reflects commission and fee-based assets

2Investment Advisor magazine, 2019-2012, 2010, 2008, 2007, Division IV; 2003, Division III. Cambridge received the highest marks from its advisors in the Investment Advisor Broker-Dealer of the Year 2019 Division IV category. A broker-dealer becomes eligible for this honor only after a minimum of 10 percent of its producing advisors cast valid ballots. These ballots also rate the broker-dealer in 15 different categories defined by Investment Advisor as relevant challenges and concerns by advisors. The broker-dealers receiving the highest marks in each of four divisions are declared Broker-Dealer of the Year by Investment Advisor magazine. Proprietary study results are based on experiences and perceptions of participating advisors surveyed in the 12 years listed. Your experience may vary. Visit thinkadvisor.com.

3Financial Planning magazine, June "FP50", Top 50 Independent Broker-Dealer Issue, 2018

Des Moines Register, "Top Workplaces in Iowa," 2011-2019


5Financial Planning magazine, June "IBD Elite", Top Independent Broker-Dealer Issue, 2019