San Diego, CA Rosecrans St. Office
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Cambridge Investment Research Advisors
Institution
Firm-wide stats for Cambridge Investment Research Advisors
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.
Expertise
Location
1635 Rosecrans St., Suite B
San Diego CA 92106
Advisors at this office
3
Advisors at this office
Marisa F
CFP®, Series 66
San Diego, CA
Cambridge Investment Research Advisors
Marisa Ford is a financial advisor with Cambridge Investment Research Advisors in San Diego, CA. She holds the CFP® designation and Series 66 license, with nine years of industry experience. Prior to joining Cambridge Investment Research Advisors, she worked at LPL Financial, Lucia Capital Group, and Sprott Global Resource Investments Ltd. Outside of her advisory role, she volunteers as a coordinator for Beauties for a Cause USA and serves as treasurer for the League of Conservation Voters San Diego. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports various management platforms and proprietary model strategies under the Founders Gate Capital brand.
Isaac H
Series 63, Series 65
San Diego, CA
Cambridge Investment Research Advisors
Isaac Hansen is a financial advisor with Cambridge Investment Research Advisors in San Diego, CA, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. His prior work includes roles at LPL Financial, Trilogy Capital, Trilogy Financial Services, and National Planning Corporation. He serves as a board member of the Western Pension & Benefits Council, focusing on pension education. Cambridge Investment Research Advisors serves a diverse client base, including individual and institutional investors such as pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals and multiple platforms.
Lindsay M
Series 63, Series 65
San Diego, CA
Cambridge Investment Research Advisors
Lindsay Medland is a financial advisor at Cambridge Investment Research Advisors with Series 63 and Series 65 credentials. Medland has one year of industry experience and previously held roles at State Farm VP Management Corp and Zach Bay Insurance Agency. Cambridge Investment Research Advisors serves a diverse range of individual and institutional clients, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a network of thousands of financial professionals. The firm manages a multi-billion dollar asset base and operates multiple investment platforms while providing access to third-party advisers and proprietary model strategies.
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