Our Broker-dealer

Cambridge Investment Research, Inc.

Cambridge Investment Research, Inc. (Cambridge) believes in honoring the entrepreneurial spirit of the financial professional. Instead of asking financial professionals to fit into a mold, they are empowered with a vast menu of compliance-friendly programs, products and services. The firm’s service-oriented culture is driven by unwavering core values of integrity, commitment, flexibility and kindness. Cambridge is proud to be the Broker/Dealer of choice for independent financial professionals who share these core values.

Owned entirely by its management and financial professionals around the country, Cambridge is committed to true independence. Their leadership has spent over 15 years consciously building a legal structure, business plan and a superior management team with the goal of remaining privately owned. Since its inception in 1981¹, Cambridge has continually put the objectivity of its financial professionals first to ensure the long-term success of the financial services industry, financial professionals and clients. It offers one of the largest footprints of financial products and services available in the industry, and is committed to providing the highest level of flexibility and choice to its financial professionals.

Cambridge is proud to share it has been named by Investment Advisor magazine as a 2019 Broker-Dealer of the Year in Division IV1, the division representing independent broker-dealers with more than 1,000 producing advisors. The honor is based on the results of an annual poll of advisors, conducted by the magazine earlier this year. Cambridge is the only broker-dealer to receive the award 12 times, previously being recognized in 2018-2012, 2010, 2008, and 2007 as Broker-Dealer of the Year in Division IV and in 2003 for Division III, making it the winningest firm in the award’s history. Read more

(1) Cambridge and its predecessor Broker/Dealer.

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