Insights

SMB Growth Potential Duncan Advisor Resources operates with a mid-market footprint (11-50 employees) and revenue in the 10-25 million range, indicating a solid platform for expanding broker-dealer services, advisor resources, and technology integrations to support growth, onboarding, and practice management for affiliated agents.

Advisor Enablement The firm emphasizes a unique value proposition focused on comprehensive solutions, compliance support, and relationship-centric service, presenting opportunities to cross-sell enhanced practice management tools, client engagement platforms, and advisor training resources.

Tech Stack Leverage Current tech usage includes Smarsh, RSS, MySQL, Video.js, Office 365, WP Engine, GoDaddy, and The Events Calendar, signaling a foundation for selling secure communications, data management, client education, and event-driven marketing solutions.

Partnership Expansion As a Cambridge Investment Research broker-dealer affiliate, there is potential to package turnkey integration, marketing support, and compliance services to attract additional advisors, streamline operations, and unlock scale within the Cambridge ecosystem.

Competitive Positioning With similar market players of varying sizes, Duncan can be positioned to offer differentiated value through personalized advisory resources, flexible pricing, and collaborative partnerships, creating opportunities to win over mid-market firms seeking tailored, relationship-driven solutions.

Duncan Advisor Resources Tech Stack

Duncan Advisor Resources uses 8 technology products and services including Smarsh, WordPress, MySQL, and more. Explore Duncan Advisor Resources's tech stack below.

  • Smarsh
    Archiving
  • WordPress
    Content Management System
  • MySQL
    Database
  • Underscore.js
    Javascript Libraries
  • Office 365
    Office Suites
  • WP Engine
    Platform As A Service
  • GoDaddy
    Web Hosting
  • Gravity Forms
    Web Platform Extensions

Duncan Advisor Resources's Email Address Formats

Duncan Advisor Resources uses at least 1 format(s):
Duncan Advisor Resources Email FormatsExamplePercentage
First.Last@duncanar.comJohn.Doe@duncanar.com
100%

Frequently Asked Questions

What is Duncan Advisor Resources's official website and social media links?

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Duncan Advisor Resources's official website is duncanar.com and has social profiles on LinkedIn.

How much revenue does Duncan Advisor Resources generate?

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As of August 2026, Duncan Advisor Resources's annual revenue is estimated to be $10M - $25M.

What is Duncan Advisor Resources's NAICS code?

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Duncan Advisor Resources's NAICS code is 52 - Finance and Insurance.

How many employees does Duncan Advisor Resources have currently?

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As of August 2026, Duncan Advisor Resources has approximately 11 employees across 1 continents, including North America. Key team members include Underwriting Director: J. T.Operations Manager: A. S.Assistant Operations Manager: A. S.. Explore Duncan Advisor Resources's employee directory with LeadIQ.

What industry does Duncan Advisor Resources belong to?

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Duncan Advisor Resources operates in the Financial Services industry.

What technology does Duncan Advisor Resources use?

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Duncan Advisor Resources's tech stack includes SmarshWordPressMySQLUnderscore.jsOffice 365WP EngineGoDaddyGravity Forms.

What is Duncan Advisor Resources's email format?

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Duncan Advisor Resources's email format typically follows the pattern of First.Last@duncanar.com. Find more Duncan Advisor Resources email formats with LeadIQ.

When was Duncan Advisor Resources founded?

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Duncan Advisor Resources was founded in 2006.
Duncan Advisor Resources logo

Duncan Advisor Resources

Financial ServicesPennsylvania, United States11-50 Employees

Duncan Advisor Resources is a financial services firm operating as a brokerage general agency and broker-dealer branch that connects advisors with a framework of solutions, support, and resources across product lines. Based in Irwin, Pennsylvania, the organization emphasizes delivering customized, comprehensive solutions aimed at aligning with clients’ needs rather than the firm’s own interests, and it seeks to reduce the complexities of doing business while fostering deeper relationships among advisors and clients. As part of its structure, securities are offered through Cambridge Investment Research, Inc. and its affiliate entities, with advisory services provided through Cambridge Investment Research Advisors, Inc.; both are independent entities accounting for their respective products and services. The company positions itself within the independent advisor and broker-dealer marketplace, supporting a network of representatives and advisors through collaboration and access to a distinct set of resources within the Cambridge framework. The firm notes a focus on compliance oversight and value-added support, aiming to stand out in the market by facilitating sustainable partnerships and a high level of service for financial professionals and their clients. A recent context point is its continued operation as a platform that brings together elite-level solutions and resources across all product lines to support trusted client advisory relationships.

Section iconCompany Overview

NAICS Code
52 - Finance and Insurance
Founded
2006
Employees
11-50

Section iconFunding & Financials

  • $10M - $25M

    Duncan Advisor Resources's revenue is estimated to be in the range of $10M - $25M

Section iconFunding & Financials

  • $10M - $25M

    Duncan Advisor Resources's revenue is estimated to be in the range of $10M - $25M

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