CRD: 134139
Cambridge Investment Research Advisors, Inc.
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- Custodian
- Fidelity/NFS ยท Pershing
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 02-03-2005
- Office Locations
- 2,102
Office Locations
About Cambridge Investment Research Advisors, Inc.
Cambridge Investment Research Advisors supports independent financial professionals with solutions spanning financial planning, portfolio construction, practice management, and cutting-edge technology. The firm emphasizes independence by design and internal control, backed by dedicated support teams and a culture-driven advisor community, and is ranked No. 3 in J.D. Power Independent Advisor Satisfaction. Investment implementation commonly includes ETFs and mutual funds, supported via custodians such as Fidelity/NFS and Pershing.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
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Owner & Executives
COLLEEN MCGUIRE BELL
Advisor, DIRECTOR, Manager, President
- CRD
- #5077188
- Ownership
- Less than 5%
Ryan Boen
Chief Financial Officer, EVP, Managing Director
- CRD
- #7842316
- Ownership
- Less than 5%
Vital catalyst
Bridge prime
- CRD
- #36465
- Ownership
- 47.7%
Showing 2 of 11 owners & executives
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TRACY L AARON
--
- CRD
- #2465262
STEPHANIE DEVAN ABEE
Investment Advisor Representative
- CRD
- #5888654
North quantum
Oak vital frontier
- CRD
- #78264
Showing 2 of 3941 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $94,759,475,156 | $229,325 |
| Non-Discretionary | $7,653,620,876 | $303,667 |
| Total | $102,413,096,032 | $233,599 |
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Separately Managed Accounts
Total SMA Asset: $102,413,096,032
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $721,947,499 | 10.6% |
| Public Funds | $1,008,002,168 | 14.8% |
| Cash | $899,028,961 | 13.2% |
| Corporate - Investment Grade | $864,974,833 | 12.7% |
| Equity - OTC | $429,082,004 | 6.3% |
| Municipal Bonds | $1,477,949,125 | 21.7% |
| Other | $442,703,655 | 6.5% |
| U.S. Government/Agency | $967,137,214 | 14.2% |
| Total | $6,810,825,459 | 100.0% |
13F Holdings | Q4 2025
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| RADIAL RADIAL PRIME | MOMENTUM SUMMIT | 4HV25WGQ3 | MUTU | 3.67% | $59,506,270 |
| HARBOR VITAL PRIME | INSIGHT UNISON | TVP13GIXN | NLTHY | 8.63% | $5,736,514 |
| CREST OAK HARBOR | PRIME ELEMENT | Z0X7A8STI | FTX | 5.14% | $6,164,471 |
| PIONEER VALUE RIDGE | SUMMIT VITAL | A4E73LMSJ | WJCNZ | 6.99% | $7,222,139 |
| ELEMENT VALUE BRIDGE | VITAL QUANTUM | KAOFBC7RX | POG | 9.50% | $92,082,188 |
| FRONTIER PIONEER | MERIDIAN EAGLE | S4Z1J96UN | UYXS | 3.06% | $58,876,974 |
| DELTA HORIZON | CAPITAL MOMENTUM | Y4AYFUT9M | PTRU | 10.49% | $61,273,793 |
| FOCUS OPTIMA MATRIX | FRONTIER LEGACY | 3ZOO20WZW | AOHY | 3.62% | $72,549,810 |