Cambridge Investment Research Advisors, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Fairfield, IA. Its latest Form ADV filing, dated April 17, 2026, reports $138.7B in regulatory assets under management, 3,527 employees, 2,339 offices, and 608,275 accounts.
Assets Under Management
$138.7B
Employees
3,527
Offices
2,339 offices
Total Clients
361,213
Primary office
FAIRFIELD, IA
1776 PLEASANT PLAIN RD., FAIRFIELD, IA, United States
Top client segmentIndividuals represent 85.4% of total clients.
Top client categories% of clientsClients
1
Individuals
85.4%
308,441
2
HNWI
13.1%
47,431
3
Government
0.8%
2,948
4
Pension Plans
0.7%
2,387
Additional categories (<0.1%)
Charitable6 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$138.7Bas of April 17, 2026
Discretionary94.3%
$130.8B
94% of total RAUM94.3%
Non-discretionary5.7%
$7.9B
6% of total RAUM5.7%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$138.7B
Total Accounts608,275
10Y AUM Change+$110.0B (+382.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3,527
Clients per Employee102:1
10Y Employee Change+1,052 (+42.5%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.