Skip to main content

Fast Facts ~ As of December 31, 2018


Advisor Satisfaction - For the last 20 years we have scored at least nine out of 10 in our annual comprehensive advisor satisfaction survey.

Ownership - Cambridge Investment Group, Inc. is a privately-controlled financial solutions firm focused on serving independent financial advisors and their investing clients. Cambridge offers a broad range of choices regarding advisor-focused financial solutions: advice solutions, technology solutions, platform choice and business structure solutions, consulting solutions, and outsourcing solutions. Cambridge’s national reach includes: Cambridge Investment Research Advisors, Inc. – a large corporate RIA; and Cambridge Investment Research, Inc. – an independent broker-dealer, member FINRA/SIPC, that is among the largest privately-controlled independent broker-dealers in the country.

Location - Cambridge supports 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.

*For the 12 months ending 12/31/18

1Cambridge and its predecessor broker-dealer

2AUA reflects commission, fee-based, and independent RIA assets

Securities offered through Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC, and investment advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser.
Both are wholly-owned subsidiaries of Cambridge Investment Group, Inc.

Related Links: