Cambridge Investment Research Achievement: Surpassing $2 Billion in Revenue Milestone

Cambridge Investment Research Reaches $2 Billion in Annual Revenue

In a remarkable achievement, Cambridge Investment Research, Inc., a leading firm in financial solutions, announced that it has surpassed an annual revenue of $2 billion for the very first time in the company's history. This milestone, which was officially confirmed on October 31, represents an impressive doubling of its revenue over just five years. This growth emphasizes Cambridge's status as a preferred destination for independent financial professionals throughout the United States.

This achievement comes during a year of notable success for Cambridge, which is preparing to celebrate its 45th anniversary in March 2026. Over the past twelve months, the firm has made significant progress by setting a new record for recruitment, securing a third-place ranking in J.D. Power's Independent Advisor Satisfaction Rankings, and being honored with the InvestmentNews Employer of Choice award. Additionally, the launch of the industry’s first fully agentic AI-driven account opening tool has been groundbreaking, and CEO Amy Webber has been recognized as ThinkAdvisor's Executive of the Year.

Reflecting on this crucial achievement, Webber stated, “This is a major milestone in our firm's journey that we could not have accomplished without the relentless efforts of our financial professionals and associates.” She further reminisced about her early days with the firm back in 1998, highlighting the firm’s dedication to fostering a culture of independence from the very beginning. Webber added, “Our commitment to independence and culture has been non-negotiable, and it has guided us through the years, allowing over 4,100 financial professionals to find real value in our model.”

Jeff Vivacqua, the President of Growth and Development at Cambridge, also commented on the achievement, emphasizing the importance of teamwork. “We celebrate this milestone with our 4,100+ advisors, as their contribution is what has made this possible. Our associates continuously go above and beyond to develop the highest value opportunities for collaboration,” he explained.

In addition to surpassing $2 billion in annual revenue, Cambridge currently oversees more than $250 billion in assets under advisement (AUA) and has over 900 associates dedicated to supporting independent financial professionals in all 50 states. This growth reflects Cambridge's commitment to providing vast opportunities for advisory success and independence.

Cambridge’s Commitment to Independent Advisors

Cambridge is dedicated to delivering unrivaled financial solutions tailored for independent financial professionals and their clients, all while maintaining a control-focused environment. The firm's extensive national reach includes not only Cambridge Investment Research Advisors, Inc., a large corporate Registered Investment Adviser (RIA), but also Cambridge Investment Research, Inc., an independent broker-dealer. These organizations together represent some of the largest independent broker-dealers in the United States that are internally controlled.

To find out more about Cambridge and its innovative solutions for financial professionals, visit JoinCambridge.com. The firm, with its extensive history and ongoing commitment to excellence, continues to pave the way for independent financial professionals across the country.

In conclusion, Cambridge Investment Research's recent announcement of surpassing $2 billion in annual revenue showcases its profound impact within the financial sector. This achievement not only highlights the growth trajectory of the firm over the past several years but also emphasizes its robust infrastructure and support mechanisms that benefit independent financial professionals. As it approaches its anniversary and continues to innovate, Cambridge is poised for even greater successes in the future.