Cambridge Investment Research Advisors, Inc.

Overview

Cambridge Investment Research Advisors, Inc. is an SEC registered investment adviser based in Fairfield, IA, registered since 2005. It reports $139B in assets under management across 608,275 accounts, with 3,527 employees. It has 3,919 investment adviser representatives.

Reported AUM

$139B

Discretionary

94%

Accounts

608,275

Average account

$228K

Employees

3,527

Advisory reps

3,919

Registered since

2005

Jurisdictions

53

As reported in the firm's September 2026 filing.

Contact

1 phone number on file

Practice

Services

• Educational Seminars
• Financial Planning
• Individuals or Small Business
• Market Timing
• Pension Consulting
• Portfolio Management for Businesses or Institutional Clients
• Selection of Other Advisors

Client types

• Charities and Non-Profits
• Government
• High Net Worth Individuals
• Individuals
• Pension/Profit Sharing Plan

Fee structure

Commissions, Fixed Fees, Hourly Charges, Other Fees and Percentage of Assets. Sponsors a wrap fee program.

Executive officers 3 of 10

• Amy Lynn Webber Chief Executive Officer, Secretary, Director CRD 1812670
• Colleen McGuire Bell President of Innovation and Experience, Director CRD 5077188
• Jeffrey Francis Vivacqua President of Growth and Development, Director CRD 2608892

7 more executive officers, with direct contact details

Advisory reps 3 of 3,919

• Tracy Lynn Aaron Insurance Agent · Registered Rep · Investment Adviser Rep CRD 2465262
• Stephanie D Abee Insurance Agent · Registered Rep · Investment Adviser Rep CRD 5888654
• Stephen Abels Registered Rep · Investment Adviser Rep CRD 7142934

3,916 more advisory reps, with emails, phones and branch locations

Location

Headquarters

1776 Pleasant Plain Rd
Fairfield, IA 52556

County

Jefferson

Metro area

Fairfield, IA

Region

Midwest

Registrations

• SEC registered
• Registered in 53 jurisdictions
• Website: cambridgestronger.com

Every state, with registration dates

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