Cambridge Investment Research, Inc.

Financial ServicesIowa, United States1001-5000 Employees

Cambridge Investment Research, Inc. operates as a financial services platform that supports independent financial professionals. Securities are offered through Cambridge Investment Research, Inc., a broker-dealer, while advisory services are provided by Cambridge Investment Research Advisors, Inc., a registered investment adviser; both entities are wholly owned by Cambridge Investment Group, Inc. Headquartered in Fairfield, Iowa, the company traces its history to 1981 and serves a network of planners, wealth advisors, and other entrepreneurship-focused professionals who seek to run their practices with flexibility and customization.

In March 2026 Cambridge Investment Research completed the acquisition of WealthPlanners, LLC, a move intended to strengthen advisor succession planning and extend long-term continuity for advisory teams. Industry coverage in 2026 also notes Cambridge as a participant in the competitive landscape of independent wealth management, with LPL Financial identified as a rival. The firm’s growth activities and market position reflect its emphasis on enabling independent advisors to tailor their practices to client needs within the broader financial services industry.

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