CRD: 134139
Cambridge Investment Research Advisors, Inc.
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Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS ยท Pershing
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 02-03-2005
- Office Locations
- 2,112
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.
Reported data analysis
What the numbers show
Between December 26, 2025 and August 28, 2026, reported AUM increased 35.4%, from $102.4B to $138.7B.
Across 5 reported observations, AUM increased 68.6% between November 7, 2022 and August 28, 2026, from $82.2B to $138.7B.
Of the latest reported AUM, 94.3% is discretionary and 5.7% is non-discretionary.
The firm reports 3,496 advisory representatives and 430,028 clients, or 123 clients per representative. That equates to $322.5K in reported AUM per client.
The profile lists 2,112 reported office locations and 21 years in operation. The source data was last updated on August 28, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
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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%
Showing 2 of 10 owners & executives
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TRACY L AARON
--
- CRD
- #2465262
STEPHANIE DEVAN ABEE
Investment Advisor Representative
- CRD
- #5888654
Showing 2 of 3939 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $130,826,050,724 | $223,601 |
| Non-Discretionary | $7,868,459,456 | $339,348 |
| Total | $138,694,510,180 | $228,013 |
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Separately Managed Accounts
SMA allocation detail is available
Cambridge Investment Research Advisors, Inc. has reported separately managed account data across 8 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Cambridge Investment Research Advisors, Inc.'s 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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