Cambridge Investment Research Advisors
45yrs
Top advisor by experience in New Bern
Cambridge Investment Research Advisors, Inc.
Fairfield, IA
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
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.