A complete list of active advisors currently associated with Cambridge Investment Research Advisors

Warmer can help you find a great advisor at Cambridge Investment Research Advisors or one who fits your needs even better.

Cambridge Investment Research Advisors serves a broad client base that includes individual investors (both non‑HNW and HNW), retirement plans, pension/profit‑sharing plans, and charitable organizations. Its advisory services cover financial planning and education, ongoing investment management across multiple platforms (including CMAP, FlexMAP and the WealthPort wrap program), retirement plan consulting and participant-managed accounts, recommendations of unaffiliated third‑party advisers, and management of approved annuity sub‑accounts. The firm delivers advice through a mix of discretionary and non‑discretionary managed account programs, model and strategist‑based offerings (CAAP®/UMA), and third‑party sub‑advisers, with Cambridge or the Financial Professional coordinating trade implementation and periodic rebalancing. Cambridge describes a formal due‑diligence and administrative process for selecting and monitoring strategists and third‑party managers and operates under fiduciary standards when providing investment advice to applicable accounts. Compared with peers, Cambridge offers some uncommon options and structural features: certain Financial Professionals may provide market‑timing services (an approach the brochure notes is uncommon), and many advisers are also licensed attorneys, accountants or insurance agents who may refer clients to their separate practices. The brochure also discloses firm‑level revenue‑sharing and administrative fees tied to approved product companies and third‑party managers and notes recent SEC findings and remediation actions related to disclosure and revenue‑sharing practices.

To learn more about the advisors currently working at Cambridge Investment Research Advisors, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.