Cambridge Investment Research, Inc.

Cambridge is truly independent and has no plans to change, and along Premier Wealth Management® they intend to remain that way. Together we are dedicated to fostering an environment that will enable you as the advisor to render the best advice possible to your clientele.

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.

The Fee Experts®²

Cambridge brings an innovative mindset and leading edge presence in the fee-based space. They pioneered fee programs among independent Broker/Dealers and now offer the most broad based and flexible fee programs in the industry. At Cambridge, you can use your own RIA or the corporate RIA. You may choose to outsource everything to one of the dozens of turnkey asset management platforms (TAMPs) available, take 100% control of the process, or somewhere in between.

Broker Dealer of the Year

Cambridge Investment Research, Inc. (Cambridge) is an independent, privately owned broker-dealer with over $67 billion assets under management, nearly 700 home office associates, and over 2,700 independent registered representatives serving hundreds of thousands of clients across the United States. As an industry leader, we strive to create a workplace that reflects our four core values of integrity, commitment, flexibility, and kindness while fostering an atmosphere that allows our associates to thrive and enjoy our mutual success. Cambridge has been honored as ‘Broker Dealer of the Year’ for 2015, 2014, 2013, 2012, 2010, 2008, 2007, and 2003 by Investment Advisor magazine;1 and was ranked 8th in the ‘2014 FP50 IBD Revenue Growth’ by Financial Planningmagazine.2 Cambridge is also among the top 25 large companies honored as a ‘Top Workplace in Iowa’ for 2015, and is one of only 13 companies consecutively ranked among the Top Workplaces since the ranking began in 2011 by the Des Moines Register.3

1 Investment Advisor magazine, 2015, 2014, 2013, 2012, 2010, 2008, 2007, Division IV; 2003, Division III. Cambridge received the highest marks from its rep-advisors in the Investment Advisor Broker-Dealer of the Year 2015 Division IV category. A broker-dealer becomes eligible for this honor only after a minimum of 10 percent of its producing rep-advisors cast valid ballets. These ballots also rate the broker-dealer in 15 different categories defined by Investment Advisor as relevant challenges and concerns by rep-advisors. The broker-dealers receiving the highest marks in each of four divisions are declared Broker-Dealer of the Year by Investment Advisor magazine. Proprietary study results are based on experiences and perceptions of participating rep-advisors surveyed in June of the seven years listed. Your experience may vary. Visit
2 Financial Planning magazine, June “FP50”, Top 50 Independent Broker-Dealer Issue, 2001-2014
3 Des Moines Register, “Top Workplaces in Iowa,” 2011-2015

Integrity. Commitment. Flexibility. Kindness.