Cambridge Investment Research

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.

Sign up for free to view info

Email Format Employee directory