Cambridge Investment Research, Inc.

Cambridge_50-BlackCambridge Investment Research, Inc. (Cambridge) is an independent, privately owned broker-dealer founded in 19811, nearly 700 home office associates, and over 2,900 independent registered representatives2 serving hundreds of thousands of clients across the United States. Cambridge has been honored as ‘Broker Dealer of the Year’ for 2015, 2014, 2013, 2012, 2010, 2008, 2007, and 2003 by Investment Advisor magazine; 3  and was ranked 9th in the ‘2015 FP50 IBD Revenue Growth’ by Financial Planning magazine.4

 Cambridge’s Purpose is to make a difference in the lives of their advisors, their clients, and their associates.
Their purpose inspires their passions for:

  • True independence
  • Private ownership
  • Customizable experience
  • Innovative partnership
  • Unique culture based on our core values

Culture – Cambridge is an independent broker-dealer for financial professionals dedicated to offering unbiased investment advice to clients. Cambridge is one of the nation’s leading independent broker-dealers and they are fully devoted to four core values: integrity, commitment, flexibility, and kindness.

Location – Cambridge supports rep-advisors in all 50 states and is headquartered on a scenic 60-acre campus with 80,000 square feet of office space in Fairfield, Iowa.



1 Cambridge and its predecessor broker-dealer.
2 As of March 31, 2016.
3 Investment Advisor magazine, 2015, 2014, 2013, 2012, 2010, 2008, 2007, Division IV; 2003, Division III. Cambridge received the highest marks from its rep-advisors in the Investment Advisor Broker-Dealer of the Year 2015 Division IV category. A broker-dealer becomes eligible for this honor only after a minimum of 10 percent of its producing rep-advisors cast valid ballets. These ballots also rate the broker-dealer in 15 different categories defined by Investment Advisor as relevant challenges and concerns by rep-advisors. The broker-dealers receiving the highest marks in each of four divisions are declared Broker-Dealer of the Year by Investment Advisor magazine. Proprietary study results are based on experiences and perceptions of participating rep-advisors surveyed in June of the seven years listed. Your experience may vary. Visit
4 Financial Planning magazine, June “FP50”, Top 50 Independent Broker-Dealer Issue, 2001-2015
Reproduced with permission by Cambridge Investment Research, Inc. for specific use through December 31, 2016, by Investment Planning Advisors, Inc.