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CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
CRD 134139 · SEC 801-63930
1776 PLEASANT PLAIN RD., FAIRFIELD, IA, 52556-8757, United States
Phone
641-472-5100
Fax
641-470-1294
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$138.69B
Discretionary AUM
$130.83B
Team
3527 total employees; 3496 advisory reps; 68815 broker-dealer reps
Clients
More than 500
Fees
Percentage of AUM; Hourly charges; Fixed fees; Commissions; SOLICITATION FEES FROM 3RD PARTY MONEY MANAGERS
Org form
Corporation
Filing date
2026-06-12
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersMarket timingEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 308441 | $65.01B |
| High net worth individuals | 47431 | $69.61B |
| Pension/profit sharing plans | 2387 | $1.06B |
| Charitable organizations | 6 | $16.9M |
| State/municipal entities | 2948 | $3.00B |
States served
VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, TN, UT, VA, WV, WI, WY, VI, MO, WA, TX, NH, HI, CT, FL, SD
All web addresses on file
- https://open.spotify.com/show/2373KgZX6vfMW5MM4se27K
- http://www.cir2.com
- https://www.linkedin.com/company/cambridge-investment-research/
- https://www.instagram.com/cambridge.investment.research/
- https://cambridgestronger.podbean.com/
- https://twitter.com/CambridgeIBD
- https://www.youtube.com/c/cambridgeinvestmentresearchinc
- https://www.iheart.com/podcast/269-cambridge-stronger-74690216/
- https://joincambridge.com
- https://www.cambridgestronger.com/
- https://www.facebook.com/CambridgeInvestmentResearch
- https://podcasts.apple.com/us/podcast/cambridge-stronger/id1542881223
Official SEC filing: View on IAPD