Cambridge Investment Research

RELATIONSHIP WITH CAMBRIDGE INVESTMENT RESEARCH 

Our relationship with Cambridge Investment Research provides us with the tools we need to serve our clients. Because Cambridge does not offer any proprietary products, you can rest assured that our recommendations are objective, unbiased, and made specifically with your best interests at heart. Backed by one of the nation’s largest independent broker-dealer*, our firm has access to state-of-the art technology, innovative investment tools, independent research, and exceptional support services that allow us to devote our full attention to your needs and objectives. 

CAMBRIDGE HIGHLIGHTS AS OF December 31, 2019

$1B 

Gross Revenues 

$114B 

Assets Under Advisement (AUA)* 

799 

CFP® Professionals 

1981 2 

Founded In 

863 

Home Office Associates 

3,407 

Financial Professions "Producing Financial Professionals"

*AUA reflects fee based and independent RIA assets plus commission 
¹For the 12 months ending December 31, 2019 
²AUA reflects fee based and independent RIA assets plus commission assets 
³Cambridge and its predecessor broker-dealer 

AWARDS AND RECOGNITION  

Honored by financial professionals as ‘Broker-Dealer of the Year’ an unprecedented 13 times by Investment Advisor* 

Recognized by associates as a ‘Top Workplace in Iowa’ by the Des Moines Register nine straight years, 2011 - 2020 

Named third in overall satisfaction among independent advisors by J.D. Power and Associates, 2020, 2019 

Awarded ‘Best Early Adoption Partner’ by Albridge, 2018  

Earned the ‘Data Excellence Award’ by Albridge, 2016 – 2018 

*Investment Advisor magazine, 2020, 2019, 2018, 2017, 2016, 2015, 2014, 2013, 2012, 2010, 2008, 2007, Division IV; 2003 Division III 

WHAT IS CAMBRIDGE’S MISSION OR PURPOSE AND VALUES? 

Cambridge’s purpose is to make a difference in the lives of our their financial professionals, their clients, and our their associates. Cambridge is proud that the many financial professionals with them share their purpose and values of commitment, integrity, flexibility, and kindness.