Wealth Manager
    SEC Registered
    Manages Private Funds

    Cambridge Investment Research Advisors, Inc.

    Registered investment advisor · Fairfield, Iowa · CRD #134139

    Assets Under Management
    $138.7B
    Client Accounts
    608,275
    Employees
    3,527
    CRD Number
    134139
    Registration
    SEC Registered
    Custodian
    Pershing Llc, Fidelity Brokerage Services Llc

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Cambridge Investment Research Advisors, Inc.

    Cambridge Investment Research, Inc. is a privately-owned financial solutions firm established in 1981. Based in Fairfield, Iowa, it is one of the largest independent broker-dealers in the United States, serving independent financial advisors and their clients across all 50 states. The firm has approximately 4,000 producing financial advisors and 900 home office associates, with total revenue reaching $1.97 billion and assets under advisement totaling $254 billion. Cambridge offers a wide range

    Fee Structure

    Percentage of assets under management Yes
    Fixed fees Not reported
    Hourly charges Yes
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Cambridge Investment Research Advisors, Inc.

    Wealthmetrica subscribers see the full picture: verified contacts and emails, quarterly 13F holdings and position changes, private funds, and ADV brochure analysis.

    Frequently Asked Questions

    What is Cambridge Investment Research Advisors, Inc.'s AUM?

    Cambridge Investment Research Advisors, Inc. reports approximately $138.7B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Cambridge Investment Research Advisors, Inc. headquartered?

    Cambridge Investment Research Advisors, Inc. is headquartered in Fairfield, Iowa.

    What is Cambridge Investment Research Advisors, Inc.'s CRD number?

    Cambridge Investment Research Advisors, Inc.'s CRD number is 134139. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Cambridge Investment Research Advisors, Inc. manage?

    Cambridge Investment Research Advisors, Inc. manages approximately 608,275 client accounts according to its latest SEC filing.

    Is Cambridge Investment Research Advisors, Inc. SEC registered?

    Yes, Cambridge Investment Research Advisors, Inc. is registered with the SEC as an investment adviser with an approved registration status.

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