# Cambridge Investment Research Advisors

Cambridge Investment Research Advisors is a Bank / Wealth / Trust based in Fairfield, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Fairfield, United States
- **Region:** North America
- **Address:** Fairfield, IA, United States
- **Founded:** 2005
- **Assets under management:** $267B
- **Website:** www.joincambridge.com
- **LinkedIn:** https://www.linkedin.com/company/cambridge-investment-research

## Regulatory record

- **CRD number:** 134139
- **SEC file number:** 801-63930
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-05-01T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/134139

## About

Cambridge Investment Research Advisors is an SEC-registered investment adviser in FAIRFIELD, IA, since 2005. The firm manages $138.7 billion in assets, with $130.8 billion on a discretionary basis. It has 3527 employees and 3496 investment advisers.

## Questions

### How is Cambridge Investment Research Advisors structured from a regulatory standpoint?

The firm is chartered as a bank and wealth trust, which imposes a statutory fiduciary duty on its operations. This structure differs from the independent broker-dealer network also using the Cambridge brand, placing the entity under a distinct regulatory framework focused on trust and custody responsibilities.

### Is Cambridge Investment Research Advisors part of a larger financial services group?

It shares the Cambridge brand with a broader independent broker-dealer network. However, its legal entity is a separately chartered bank and wealth trust, and the exact corporate relationship between the trust and the broker-dealer is not publicly delineated in primary-source materials.

### Who are the principals responsible for investment decisions at Cambridge Investment Research Advisors?

The firm has not publicly named a chief investment officer, managing principal, or key investment committee members. Primary sources, including the firm's website and regulatory filings, provide no attribution for investment decision-making.

### Does the firm disclose its assets under management or advisement?

No. Cambridge Investment Research Advisors does not publish a figure for assets under management or advisement, and no verifiable estimate has been reported in major financial media.

## Related profiles

- [Cambridge Innovation Capital](https://altss.com/profile/cambridge-innovation-capital)
- [CambridgeLight Partners](https://altss.com/profile/cambridgelight-partners)

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Last updated: 2026-07-10T21:09:17.000Z

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