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All the Resources You Need 

As a boutique firm, we are nimble and responsive, while maintaining strategic partnerships and alliances to scale our services to meet your changing needs. 

Meet Our Strategic Partners

Cambridge Investment Research, Inc. is an internally controlled financial solutions firm dedicated to serving independent financial advisors and their clients.  

Founded in 1981, Cambridge serves over 3,800 financial professionals and provides a broad range of solutions in the areas of advice, technology, business growth, consulting, outsourcing, 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.

Learn more about our capabilities here.

Cambridge Investment Research, Inc. Home Office

Awards and Recognition

  • Three-time ‘Tier Four Trail Guide – Leadership Achievement’ award recipient

  • Named second in overall satisfaction among independent advisors by J.D. Power and Associates, 2020

  • Nine out of 10, average rating of five in our ‘Cambridge Satisfaction Survey’

Learn more about
EightPoint Financial Planning Process

A time-tested process for keeping you and your family on track.

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