Cambridge Investment Research is an independent financial solutions firm headquartered in Fairfield, Iowa. Founded in 1981, it has operated for more than four decades and is now counted among the largest and fastest-growing independent broker-dealers in the United States. The firm serves thousands of financial professionals nationwide.
The company provides a comprehensive suite of services to independent financial advisors, including broker-dealer services, asset management solutions, and practice management support. Its technology platforms, such as WealthPort and CLIC, are designed to help advisors build and manage their practices. The firm's core technical domain is financial technology platforms.
Cambridge Investment Research is internally controlled and describes its corporate culture around core values of integrity, commitment, flexibility, and kindness. The firm states its mission as making a meaningful difference in the lives of advisors, their clients, and its own team members.
