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| Cambridge Investment Research Advisors Inc
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|---|---|
| CRD # | 134139 |
| SEC # | 801-63930 |
| CIK # | 0001419186 |
| AUM | 138.69 B (2026-06-22) |
| Employees | 3,527 (99% Investors, 95% Brokers) |
| Phone | 641-472-5100 |
| Address | 1776 Pleasant Plain Rd Fairfield, IA 52556-8757 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Citizens Financial Group Inc/Ri | 0.0 | ||
| Hewlett Packard Co | 0.0 | ||
| United States Antimony Corp | 0.0 | ||
| Prestige Brands Holdings Inc | 0.0 | ||
| HealthEquity Inc | 0.0 | ||
| Power Solutions International Inc | 0.0 | ||
| Nuveen Amt-Free Quality Municipal Income Fund | 0.0 | ||
| Vodafone Group Public Ltd Co | 0.0 | ||
| Moodys Corp /DE/ | 0.0 | ||
| TTM Technologies Inc | 0.0 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 308,441 | 65.0 |
| (b) Individuals (high net worth individuals) | 47,431 | 69.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 2,387 | 1.1 |
| (h) Charitable organizations | 6 | 0.0 |
| (i) State or municipal government entities | 2,948 | 3.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 608,275 | 138.7 |
| By Discretionary | ||
| Discretionary | 585,088 | 130.8 |
| Non-Discretionary | 23,187 | 7.9 |
| Total | 608,275 | 138.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.5 | |
| United States Persons | 138.2 | |
| Total | 608,275 | 138.7 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001419186] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $15.4B |
| Clients | 68,815 (1 non-US) |
| Serves | Institutional, Retail, Research |
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