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.
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’