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Cambridge Investment Research Reports Robust Growth in H1 2026

Cambridge Investment Research, Inc. has announced impressive results for the first half of 2026, highlighting its growth as a leader in financial solutions. Throughout this period, the firm welcomed 189 new advisors to its independent platform. This influx translated into approximately $6.8 billion in assets under advisement (AUA), along with an annualized revenue of $55.9 million. The new recruits primarily came from firms undergoing significant consolidation efforts, seeking autonomy in their practices.

A Shift Towards Independence

Tammy Robbins, Executive Vice President and Chief Business Development Officer at Cambridge, emphasized how the firm’s unique approach resonates with advisors discontent with their affiliations to larger consolidating firms. "The Cambridge story resonates with advisors who find themselves suddenly affiliated with mega consolidators and serial MA shops and want a firm that prioritizes relationships, community, and a people-first culture," Robbins noted. This suggests that many financial advisors are seeking a supportive environment where they can foster their client relationships without being overshadowed by larger entities.

Culture Drives Cambridge's Growth

The year-over-year increase in assets and revenue is noteworthy, as it demonstrates the growing interest in Cambridge’s operational model among larger advisor teams. In comparison to the same period last year, the firm's growth is significant. In the first half of 2025, Cambridge recruited 185 advisors who brought in nearly $5.1 billion in total client assets. This year, the firm managed to attract four more advisors, which led to an increase of nearly $1.7 billion in AUA and an uplift of over $10 million in revenue.

Robbins attributes Cambridge's success to its internal culture that promotes empowerment among advisors. With recent investments in innovative features like agentic AI, enhancements in operations, and an expanding leadership team, Cambridge has positioned itself as a prime destination for those seeking independence in their advisory careers.

Solid Year-to-Date Results

The year-to-date recruiting performance of Cambridge indicates robust momentum.

• - Q1 2026: New assets increased by $2.6 billion
• - Q2 2026: New assets increased by $4.2 billion
• - Q1 2026: Revenue reached $24.3 million
• - Q2 2026: Revenue reached $31.6 million

These remarkable results build on the strong foundation laid in 2025, which marked the firm's first year exceeding $2 billion in total revenue while also achieving record recruitment for two consecutive years. This momentum is driven not only by impressive financial metrics but also by meaningful relationships that Cambridge's team builds with every advisor who considers them their professional home.

Commitment to Community and Success

Robbins emphasized that the firm takes pride not only in their innovative culture and compelling financial performance but also in the personal connections fostered with every advisor and client. "Building and strengthening relationships remains the foundation of our success, and our continued growth reflects that commitment," she added.

About Cambridge Investment Research

Cambridge Investment Research, Inc. is a financial solutions firm dedicated to supporting independent advisors and their clients while maintaining its internal control. The firm provides a broad array of options for advisors to seek success in various aspects of their businesses, including client engagement, growth, technology, and the essence of independence. With their strong national presence, Cambridge includes both a large corporate registered investment advisor (RIA) and one of the largest independent broker-dealers in the U.S., offering resources and support to help advisors thrive in a competitive marketplace.

For further information on joining Cambridge, visit JoinCambridge.com.