Radnor, PA N Radnor Chester Rd Office
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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.
Location
150 N Radnor Chester Rd
Radnor PA 19087
Advisors at this office
3
Advisors at this office
Elliott M
Series 63, Series 65
Radnor, PA
Cambridge Investment Research Advisors
Elliott Miller is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has been with Cambridge Investment Research since 2014. Outside of his advisory role, Miller serves on the board of the Adath Israel Congregation in Merion Station, PA. Cambridge Investment Research Advisors is a large SEC-registered firm serving a broad mix of clients, including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals using various portfolio management and advisory solutions tailored to client objectives.
Brittany Y
Series 66
Radnor, PA
Cambridge Investment Research Advisors
Brittany Yourinson Gaskill is a Series 66-registered advisor with Cambridge Investment Research Advisors, based in Radnor, PA, and has two years of industry experience. She has been affiliated with Cambridge Investment Research since 2023. Outside of her advisory role, she volunteers as a committee member for the Westtown-Thornbury Elementary School PTO. Cambridge Investment Research Advisors serves a diverse client base that includes individuals, pension and profit-sharing plans, charitable organizations, and retirement-plan sponsors. The firm offers a range of financial planning and investment management services through independent Financial Professionals, utilizing both proprietary and third-party model strategies across multiple platform arrangements.
Danielle Y
Series 63, Series 65
Radnor, PA
Cambridge Investment Research Advisors
Danielle Yoch is a financial advisor at Cambridge Investment Research Advisors with 23 years of industry experience. She holds Series 63 and Series 65 designations and has been with Cambridge since 2015. Outside of her advisory role, she serves as a vestry member and rector’s warden for Saint John’s Concord, a religious organization. Cambridge Investment Research Advisors is a large SEC-registered firm serving a wide range of clients including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, utilizing multiple custody platforms and both discretionary and non-discretionary strategies tailored to client objectives.
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