Quick Facts
Revenue, growth and (for ranks 1–15) rep and asset figures: Financial Planning IBD Elite 2026, self-reported by firms. Other figures as noted.
About Cambridge Investment Research
Cambridge is an internally controlled independent broker-dealer and corporate RIA. It crossed $2 billion in annual revenue for the first time in 2025 and positions its independent ownership as a differentiator amid industry consolidation.
Services Offered
Cambridge supports advisors through broker-dealer and corporate RIA platforms and serves fee-only advisers as well. It offers technology, practice management, and succession and acquisition solutions.
Leadership
Amy Webber, CEO.
Cambridge Investment Research in the News
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June 9, 2026
Cambridge reported about $25 million in recruited advisor revenue in Q1 2026, following a record 2025 in which it recruited about $170 million.
Source: Cambridge press release -
Jan. 6, 2026
Cambridge made a minority investment in AmeriFlex Group, a Las Vegas RIA, whose leadership retains strategic control.
Source: Seward & Kissel IM Deals -
Dec. 3, 2025
Cambridge said it passed $2 billion in annual revenue, doubling its top line over five years.
Source: InvestmentNews
Verify Cambridge Investment Research on FINRA BrokerCheck
Before working with any advisor affiliated with Cambridge Investment Research, review the firm's and the individual advisor's registration history and disclosures on FINRA BrokerCheck.