Cambridge Investment Research, Inc. (Cambridge) is a privately held, independent broker-dealer serving over 3,800 independent financial professionals nationwide. Founded in 1981, Cambridge is committed to an independent, service-oriented model, providing a broad range of solutions, technology, and support to help financial professionals best serve their clients. The firm emphasizes core values of integrity, commitment, kindness, and flexibility, fostering a culture of independence and associate ownership.
Central hub for national operations, including advisor support, compliance, technology innovation, marketing, and strategic leadership for over 3,800 independent financial professionals and over 900 home office associates.
The Fairfield campus is designed to foster collaboration and reflect Cambridge’s core values. It includes modern workspaces and amenities to support its home office associates.
Cambridge promotes a culture rooted in its core values of integrity, commitment, kindness, and flexibility. It emphasizes associate ownership, independence, and a supportive, community-focused atmosphere, consistently recognized as a top workplace.
The headquarters is vital for maintaining Cambridge's service-oriented culture and providing centralized, high-quality support to its nationwide network of independent financial professionals, ensuring consistency and excellence in service delivery.
Cambridge Investment Research primarily operates within the United States, supporting a vast network of independent financial professionals and their clients across all 50 states. While its direct corporate presence is U.S.-based, the investment solutions and platforms offered through its network may provide financial professionals with access to global markets for client investment strategies.
1776 Pleasant Plain Rd
Fairfield
IA
USA
Address: 20860 N Tatum Blvd, Suite 360, Phoenix, AZ 85050
Enhances Cambridge's operational capabilities and provides a strategic presence in the southwestern U.S., supporting recruitment, service for financial professionals in the region, and business continuity.
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As of April 2025, Cambridge Investment Group' leadership includes:
Cambridge Investment Group has been backed by several prominent investors over the years, including:
In early 2024, Cambridge Investment Research announced significant leadership promotions, including a new President, aimed at supporting the firm's continued growth and strategic initiatives in serving independent financial professionals. These changes reflect an evolution of the existing leadership team.
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Cambridge Investment Research primarily utilizes the `cir2.com` domain for its corporate email communications. Common formats include combinations of the associate's first initial and last name, or first name and last name separated by a period.
`firstinitiallastname@cir2.com` (e.g., jsmith@cir2.com) and `first.lastname@cir2.com` (e.g., john.smith@cir2.com)
Format
awebber@cir2.com
Example
90%
Success rate
InvestmentNews • January 10, 2024
Cambridge Investment Research announced key leadership promotions, including Ryan Reineke as President and Jeff Evanello as SVP of Business Development, aiming to bolster its strategic growth and support for independent financial advisors....more
Cambridge Investment Research Press Release • September 20, 2023
For the 13th time, Cambridge Investment Research was recognized as a Top Workplace in Iowa by The Des Moines Register, underscoring its commitment to a positive work environment and high levels of associate satisfaction....more
Financial Advisor Magazine • March 7, 2024
CEO Amy Webber discusses the evolving identity of financial professionals at Cambridge, emphasizing their role as advisors focused on comprehensive financial guidance rather than just brokerage services....more
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