Cambridge Investment Research Advisors, Inc.
● SEC registered since 2005CRD 134139SEC# 801-63930Fairfield, IA
Reg. AUM
$138.69B
Employees
3,527
Accounts
608,275
Location
Fairfield, IA
Cambridge Investment Research Advisors, Inc. assets under management
Cambridge Investment Research Advisors, Inc. is a registered investment adviser overseen by the SEC based in Fairfield, IA. The firm has been registered since 2005. It reports $138.7 billion in regulatory assets under management and employs 3,527 people.
Cambridge Investment Research Advisors, Inc. owners & executives
16 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Amy Lynn Webber Control | Chief Executive Officer, Secretary, Director | Under 5% | 2022 |
| Andrea Lynn Shafer | Senior Vice President, Chief Supervision Officer | Under 5% | 2019 |
| Cambridge Investment Group, Inc. Control | Shareholder/Holding Company | Over 75% | 2005 |
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Join to unlock · $37/moFrequently asked questions
How much does Cambridge Investment Research Advisors, Inc. manage?
Cambridge Investment Research Advisors, Inc. reports $138.7 billion in regulatory assets under management on its Form ADV.
How many employees does Cambridge Investment Research Advisors, Inc. have?
Cambridge Investment Research Advisors, Inc. reports 3,527 employees.
Where is Cambridge Investment Research Advisors, Inc. located?
Cambridge Investment Research Advisors, Inc. is based in Fairfield, IA and has been SEC-registered since 2005.
Does Cambridge Investment Research Advisors, Inc. disclose fund performance?
Cambridge Investment Research Advisors, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 |
| Phone | 641-472-5100 |
| Fax | 641-470-1294 |
| Office hours | 8a.m. - 5p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$138.69B▲ 59%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 1%
Larger than 99% of 16,271 advisers
EmployeesTop 1%
More than 99% of 16,825 advisers
Assets under management
$138.69Bregulatory AUM
Discretionary $130.83BNon-discretionary $7.87B