Marietta, GA Cherokee Street NE Office

Team
Updated today
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Cambridge Investment Research Advisors

Institution

Firm-wide stats for Cambridge Investment Research Advisors

Total advisors

3,911

Across 2,198 offices

Clients per advisor

91 Typical

Avg AUM per client

$378,281 Low

HNW client ratio

13% Typical

About

Cambridge Investment Research Advisors, Inc. serves a broad mix of individual and institutional clients — including pension and charitable organization clients — by providing financial planning, ongoing investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of Financial Professionals and manages a multi‑billion dollar asset base while offering account implementation across multiple platforms and custodians.

The firm supports both discretionary and non‑discretionary management via platforms described in the brochure (CMAP, FlexMAP and the WealthPort wrap program), offers access to unaffiliated third‑party advisers and sub‑advisors, and maintains proprietary model strategies under the Founders Gate Capital brand. The brochure also notes some Financial Professionals offer tactical services such as market‑timing strategies and that a subset of advisers maintain outside professional practices (including accounting and legal services) and may refer clients to those practices.

Notable distinctions in the brochure include the firm’s development and distribution of affiliated model strategies (Founders Gate Capital), with disclosed strategist fees and related conflict‑of‑interest procedures, and detailed governance around platform and third‑party relationships. The brochure also discloses recent regulatory matters — including an SEC consent with restitution and penalties totaling approximately $13.2 million (2025) and a Delaware consent order with penalties and restitution of about $1.05 million (2026) — and describes supervisory and procedural changes the firm has put in place.

Based on Cambridge Investment Research Advisors

Expertise

Annuities Retirement plans for business owners (SEP, solo 401k)

Based on Cambridge Investment Research Advisors

Location

320 Cherokee Street NE, Suite D

Marietta GA 30060

Advisors at this office

4

Advisors at this office

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Andrew W

Series 63, Series 65

Marietta, GA

Cambridge Investment Research Advisors

Andrew White is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and having 13 years of industry experience. Prior to joining Cambridge in 2024, he worked at Mass Mutual Investors Services and Massmutual Life Insurance Co. He is also the owner of AA White & Sons LLC and serves as an independent insurance agent. Cambridge Investment Research Advisors, Inc. serves a diverse client base including individual, pension, and charitable organizations by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management through multiple platforms and custodians and offers proprietary model strategies under the Founders Gate Capital brand.

Annuities Retirement plans for business owners (SEP, solo 401k)
user avatar

Arthur B

Series 63, Series 65

Marietta, GA

Cambridge Investment Research Advisors

Arthur Bush is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 designations and possessing 11 years of industry experience. His career includes roles at MML Investors Services, Mass Mutual Life Insurance Company, The Prudential Insurance Company of America, and service in the Georgia Army National Guard. Outside of his advisory work, he is involved in several business ventures, including ownership of VITA Financial LLC and Lucopus Collective LLC dba Veranovia. Cambridge Investment Research Advisors serves a diverse client base of individuals and institutions, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management across multiple platforms and provides access to third-party advisers and proprietary model strategies under the Founders Gate Capital brand.

Annuities Retirement plans for business owners (SEP, solo 401k)
user avatar

Christian B

Series 66

Marietta, GA

Cambridge Investment Research Advisors

Christian Bontrager is a financial advisor with Cambridge Investment Research Advisors and holds a Series 66 designation. He has three years of industry experience with prior roles at MML Investors Services, MassMutual Life Insurance Company, and Northwestern Mutual. Outside of his advisory work, he is also involved in insurance sales as an insurance broker. Cambridge Investment Research Advisors serves a diverse clientele including individual and institutional investors such as pension and charitable organizations, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm offers both discretionary and non-discretionary management across multiple platforms and utilizes proprietary model strategies under the Founders Gate Capital brand.

Annuities Retirement plans for business owners (SEP, solo 401k)
user avatar

Nicholas B

Series 63, Series 65

Marietta, GA

Cambridge Investment Research Advisors

Nicholas Benzor is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and seven years of industry experience. His prior experience includes roles at Mass Mutual Investors Services and Northwestern Mutual, as well as Infra Metals Co. He is also owner of Benzor Capital Holdings LLC and president of Benzor Capital Wealth, with additional involvement in marketing activities through Veranovia. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension funds, and charitable organizations by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management across multiple platforms, offers access to third-party advisers, and maintains proprietary model strategies under the Founders Gate Capital brand.

Annuities Retirement plans for business owners (SEP, solo 401k)
View complete list of advisors at this office
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