Our Broker-Dealer

By the Numbers

(as of July 31, 2020)

Founded in Fairfield, Iowa

Financial advisors in all 50 states

Client accounts

Gross revenues*

Assets under advisement*

About Cambridge

Honored to be among the most respected firms in the industry, Cambridge is a 13-time honoree in the Broker-Dealer of the Year annual poll by Investment Advisor magazine¹ and has earned an overall average of 9 out of 10 from our advisors based on Cambridge’s Advisor Satisfaction Survey over the last 20 years.

Ranked among the top 10 independent broker-dealers by revenue,² Cambridge remains strong and growing – in part due to our conservative financial strategies and the disciplined efforts of financial professionals in their independent businesses. In addition, we believe our long-term success is also due to the appeal of moderate business practices and traditional values.

In keeping with Cambridge’s longstanding focus on flexibility and choice, our financial solutions are designed to give independent financial professionals the ability to serve their clients according to their unique business model, while using multiple management styles based on the preferences of their investing clients. To best support independent financial professionals and their clients, we continue to support both fee-based and commission options, giving investing clients the freedom of choice in how they interact with their financial professional.

At Cambridge, our purpose is to make a difference in the lives of our advisors, their clients, and our associates. We support over 3,500 independent financial professionals nationwide who serve their hundreds of thousands of clients. We are proud that advisors who share our core values of integrity, commitment, flexibility, and kindness choose Cambridge as their financial solutions firm. The advisors affiliated with Cambridge live and work in communities all across the country, servicing investing clients who reflect the unique demographics of their communities.

For more information, visit cir2.com.

Awards and Recognition

Wernick Spear Wealth Managers Broker-Dealer Receives National Recognition

Investment Advisor magazine honors Cambridge for the 13th time as Broker-Dealer of the Year

Beachwood, Ohio – November 9, 2020 – Warren Wernick and DeAnna Spear of Wernick Spear Wealth Managers are pleased to announce their broker-dealer, Cambridge Investment Research, Inc. (Cambridge), was named by Investment Advisor magazine as 2020 Broker-Dealer of the Year in Division IV1 – the division representing independent broker-dealers with over 1,000 producing financial professionals. Cambridge has earned this distinction 13 times, previously being recognized in 2019, 2018, 2017, 2016, 2015, 2014, 2013, 2012, 2010, 2008, and 2007 for Division IV and in 2003 for Division III, making it the most honored firm in the history of this award.

“We are humbled and proud to receive this prestigious award for the 13th time,” said Cambridge President and Chief Executive Officer Amy Webber. “We are grateful for our independent financial professionals, who continue to inspire us through these unprecedented times and deliver their unwavering commitment to serving their investing clients.”

Broker-Dealer of the Year is based on the results of Investment Advisor’s annual poll of independent financial professionals in 15 separate categories. Independent financial professionals cast ballots, and the broker-dealers with the highest composite scores are awarded the honors in four different divisions based on their number of producing financial professionals. The winning broker-dealers are profiled in Investment Advisor’s September 2020 issue and online via ThinkAdvisor.com.

 

For more information, contact:

Wernick Spear Wealth Managers
3401 Enterprise Pkwy Ste 220, Enterprise Place
Beachwood, OH 44122
216.282.3378

About Cambridge
Cambridge Investment Group, Inc. is a privately-controlled financial solutions firm focused on serving independent financial professionals and their investing clients. Cambridge offers a broad range of choices regarding financial professional-focused financial solutions: advice solutions, technology solutions, platform choice and business structure solutions, consulting solutions, and outsourcing solutions. Cambridge’s national reach includes: Cambridge Investment Research Advisors, Inc. – a large corporate RIA; and Cambridge Investment Research, Inc. – an independent broker-dealer, member FINRA/SIPC, that is among the largest privately-controlled independent broker-dealers in the country.

For more information, contact:

Cambridge Public Relations, 800-777-6080 or publicrelations@cir2.com

1Investment Advisor magazine, 2020, 2019, 2018, 2017, 2016, 2015, 2014, 2013, 2012, 2010, 2008, 2007, Division IV; 2003, Division III. A broker-dealer becomes eligible for this honor only after a minimum of 10% of its producing financial professionals cast valid ballots. The ballots rate the broker-dealer in 15 different categories defined by Investment Advisor as relevant challenges and concerns. Broker-dealers receiving the highest marks in each of four divisions are declared Broker-Dealer of the Year. Results are based on experiences and perceptions of participants surveyed in June of each of the years listed. Experience may vary. This recognition is not representative of investment performance or returns of financial professionals. Visit thinkadvisor.com.

Securities offered through Cambridge Investment Research, Inc., a Registered Broker/Dealer, Member FINRA/SIPC. Investment Advisory Services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge Investment Research, Inc. and Wernick Spear Wealth Managers are not affiliated.

Learn More

*For the 12 months ending 7/31/2020 **AUA reflects fee based and independent RIA assets plus commissioncir2 ¹Investment Advisor magazine, 2020, 2019, 2018, 2017, 2016, 2015, 2014, 2013, 2012, 2010, 2008, 2007, Division IV; 2003, Division III. Cambridge received the highest marks from its advisors in the Investment Advisor Broker-Dealer of the Year 2019 Division IV category. A broker-dealer becomes eligible for this honor only after a minimum of 10 percent of its producing advisors cast valid ballots. These ballots also rate the broker-dealer in 15 different categories defined by Investment Advisor as relevant challenges and concerns by advisors. The broker-dealers receiving the highest marks in each of four divisions are declared Broker-Dealer of the Year by Investment Advisor magazine. Proprietary study results are based on experiences and perceptions of participating advisors surveyed in June of the 13 years listed. Your experience may vary. Visit thinkadvisor.com. ²Financial Planning magazine, June, 2012-2020
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