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Firms / Iowa

Cambridge Investment Research Advisors, Inc.

Fairfield, IA

3,917 advisors$139 billion managed2,339 offices

About the firm

A registered investment advisory firm based in Fairfield, Iowa, with about 2,339 offices. It manages about $139 billion for roughly 355,872 individual clients. Services include financial planning, investment management for individuals and small businesses, investment management for businesses and institutions.

How they work

How they’re paid ?A percentage of the assets they manage; Hourly fees; Flat or fixed fees; Commissions on some products; Other fees
Typical client size ?$378,281
Assets under management ?$139 billion
Individual clients355,872
Median years of experience21
FoundedNot stated

Services

Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersMarket timingEducational seminars and workshops

Advisors at Cambridge Investment Research Advisors

3,917Advisors
21Median years of experience
51States with offices
2339Offices
Near me
Cambridge Investment Research Advisors
21yrs
Tracy L Aaron
Financial advisor
Easton, MD
More experience than 63% of advisors nationwide
FiduciaryPlanningInvesting
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Cambridge Investment Research Advisors
15yrs
Stephanie Devan Abee
Financial advisor
2304 Wesvill Ct. STE 380
Raleigh, NC 27607
More experience than 54% of advisors in North Carolina
FiduciaryPlanningInvesting
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Cambridge Investment Research Advisors
4yrs
Stephen Abels
Financial advisor
5801 Mark Street
Papillion, NE 68133
4 years in the industry
FiduciaryPlanningInvesting
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Cambridge Investment Research Advisors
27yrs
Christopher Wayne Abla
Financial advisor
109 S Main St.
Greeneville, TN 37743
Top 21% for experience in Greeneville
Fiduciary
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Cambridge Investment Research Advisors
24yrs
Mark Eugene Abraham
Financial advisor
Tarrytown, NY
More experience than 70% of advisors nationwide
CFP®Fiduciary
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Cambridge Investment Research Advisors
8yrs
Gail Lisa Abrams
Financial advisor
7 Johnston Drive
Watchung, NJ 07069
8 years in the industry
FiduciaryPlanningInvesting
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Cambridge Investment Research Advisors
5yrs
Nicholas Raymond Acri
Financial advisor
77 Michigan AVE E. Ste. 140
Battle Creek, MI 49017
5 years in the industry
CFP®Fiduciary
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Cambridge Investment Research Advisors
9yrs
James Edward Adams
Financial advisor
Valhalla, NY
9 years in the industry
FiduciaryPlanningInvesting
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Cambridge Investment Research Advisors
21yrs
Todd Lee Adams
Financial advisor
600 Green Valley Rd. Ste. 106
Greensboro, NC 27408
More experience than 67% of advisors in North Carolina
CFP®PlanningInvesting
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Cambridge Investment Research Advisors
32yrs
Michael Alan Adrian
Financial advisor
825 East Gate Blvd. STE 103
Garden City, NY 11530
Top 13% for experience nationwide
PlanningInvesting
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Cambridge Investment Research Advisors
2yrs
Luke Alan Aduddell
Financial advisor
936 8th St.
West Des Moines, IA 50265
2 years in the industry
FiduciaryPlanningInvesting
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Cambridge Investment Research Advisors
23yrs
Paul Matthew Aftanas
Financial advisor
1820 Hall Ave.
Marinette, WI 54143
Top advisor for experience in Marinette
CFP®Top advisor for experience in MarinetteFiduciary
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Cambridge Investment Research Advisors
19yrs
Neeraj Agarwal
Financial advisor
4429 Bonney Rd, Suite 450
Virginia Beach, VA 23462
More experience than 57% of advisors nationwide
CFP®ChFCFiduciary
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Cambridge Investment Research Advisors
30yrs
Andrew Timothy Ahrens
Financial advisor
13984 W Bowles AVE STE 102
Littleton, CO 80127
Top 11% for experience in Colorado
Fiduciary
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Cambridge Investment Research Advisors
4yrs
Sarah Lynn Alarcon
Financial advisor
Denver, CO
4 years in the industry
FiduciaryPlanningInvesting
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Cambridge Investment Research Advisors
15yrs
Lawrence Albert
Financial advisor
Beverly, MA
15 years in the industry
CFP®Fiduciary
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Cambridge Investment Research Advisors
24yrs
Anthony William Albertino
Financial advisor
1100 Jorie RD STE 359
Oak Brook, IL 60523
More experience than 70% of advisors in Illinois
FiduciaryPlanningInvesting
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Cambridge Investment Research Advisors
26yrs
Eric Michael Albright
Financial advisor
3611 Socialville Foster Rd. Ste. 102
Mason, OH 45040
Top 24% for experience in Ohio
Fiduciary
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Cambridge Investment Research Advisors
38yrs
Jeffrey L Alexander
Financial advisor
117 Peoria Street
Washington, IL 61571
Top 5% for experience in Illinois
ChFC
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Cambridge Investment Research Advisors
4yrs
Kayla Rae Alexander
Financial advisor
Arvada, CO
4 years in the industry
FiduciaryPlanningInvesting
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Cambridge Investment Research Advisors
2yrs
Travis James Alexander
Financial advisor
15150 Preston Rd. Ste. 300
Dallas, TX 75248
2 years in the industry
FiduciaryPlanningInvesting
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Cambridge Investment Research Advisors
26yrs
Michael Kevin Alford
Financial advisor
212 Lakeview Dr.
Summerville, SC 29485
Top 22% for experience in Summerville
CFP®Fiduciary
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Also known as

1938 Wealth Advisors · Beyond Wealth LLC · Beyond Financial Planning · Bettendorf Financial Group · Beta Industries Inc. · Besselman and Associates DBA Besselman Wealth Planners · Bergeron Financial · Benzor Capital Wealth · Benoit Financial Planners · Benoit Financial Group LLC DBA Benoit Financial Planners · Benkendorfer Investment Group · Benchmark Wealth Advisory LLC

About Cambridge Investment Research Advisors

How do I contact Cambridge Investment Research Advisors?

Call the main office at 641-472-5100. The main office is at 1776 Pleasant Plain Rd., Fairfield, IA 52556.

How is Cambridge Investment Research Advisors paid?

The firm reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products, other fees. Ask for your total yearly cost in dollars.

What services does Cambridge Investment Research Advisors offer?

Financial planning, Investment management for individuals and small businesses, Investment management for businesses and institutions, Retirement plan consulting, Choosing other investment managers, Market timing, Educational seminars and workshops.

How many advisors work at Cambridge Investment Research Advisors?

We list 3,917 advisors currently registered with the firm.

Official record as of October 2, 2026.

This profile is for information only and is not financial advice or a recommendation.