Greenville, IL Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Cambridge Investment Research Advisors
Institution
Firm-wide stats for Cambridge Investment Research Advisors
About
Cambridge Investment Research Advisors is a large SEC-registered adviser that serves a broad mix of clients—individuals (including both non-HNW and high-net-worth clients), pension and profit‑sharing plans, charitable organizations, trusts and estates, and other retirement-plan sponsors—by offering financial planning, investment management, retirement plan advisory, and financial-wellness services. Services are delivered through a network of independent Financial Professionals and include direct portfolio management, wrap-fee programs (WealthPort), model-based solutions, and referrals to approved third‑party managers.
Investment implementation is offered across multiple custody and platform arrangements (CMAP, FlexMAP, WealthPort, UMA/CAAP) and can be either discretionary or non‑discretionary, with Financial Professionals tailoring strategies to client objectives. The firm maintains both proprietary model strategies under the Founders Gate Capital brand and access to unaffiliated strategists, and the brochure notes that some advisers use tactical approaches and, in a minority of cases, market‑timing services rather than only buy‑and‑hold allocations.
Noteworthy, and less common among peer institutions, is Cambridge’s explicit disclosure of affiliated‑strategy economics and related conflict‑of‑interest controls for Founders Gate Capital, along with documented advisor business relationships that include Financial Professionals who are attorneys or CPAs and may provide or refer legal and accounting services. The brochure also details institutional features tied to the firm’s scale—advisor transition loans/grants and equity participation arrangements, FDIC sweep options, and formal compliance and supervisory processes—which can materially shape how recommendations are selected and implemented.
Expertise
Location
1000 E Harris Ave
Greenville IL 62246
Advisors at this office
3
Advisors at this office
Blake S
Series 66
Greenville, IL
Cambridge Investment Research Advisors
Blake Snyder is a financial advisor with Cambridge Investment Research Advisors and holds a Series 66 designation. He has eight years of industry experience and has been with Cambridge Investment Research Advisors since 2018. Blake also operates Frank Snyder Financial, an independent advisory practice. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers a range of financial planning and investment management services through a broad network of independent professionals, utilizing proprietary and third-party model strategies with both discretionary and non-discretionary implementation options.
Frank S
ChFC®, Series 63
Greenville, IL
Cambridge Investment Research Advisors
Frank Snyder IV is a ChFC® with 27 years of industry experience, currently serving as an advisor at Cambridge Investment Research Advisors since 2016. He is also the owner of Snyder Financial, Inc., where he operates as an independent insurance agent offering life, health, home, auto, and commercial insurance products, and provides tax preparation and bookkeeping services. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and retirement-plan sponsors. The firm delivers financial planning, investment management, and retirement advisory services through a network of independent professionals using a variety of portfolio management and model-based solutions tailored to client objectives.
Brittni S
Series 66
Greenville, IL
Cambridge Investment Research Advisors
Brittni Snyder Borri is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and five years of industry experience. Her work history includes roles at Cambridge Investment Research Advisors since 2022 and operating Frank Snyder Financial since 2019, where she acts as an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm offers multiple portfolio management options and maintains proprietary and third-party model strategies, with structured compliance and economic disclosures uncommon among peers.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Terms of Service and Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")