Grades describe a company’s AI use, not the quality of its services.
Fairfield, IAFinancial advisorsPublicly using AI since 2025

Cambridge Investment Research

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How they use AI

AI note-taking tools save its advisors more than 10 hours a week on meeting summaries and client follow-up messages.

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Why this grade

Grade updated

This business has access to industry-standard AI tools, uses AI in important financial planning and investment work and has shared real-world results.

AI-use signals

Has access to industry-standard AI tools

Uses AI in important financial planning and investment work

Has shared real-world results

Useful questions to ask

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Public information does not yet cover these parts of how this business uses AI. Ask them directly.

  1. How many of your staff use AI, and how are they trained?
  2. Is AI connected to your systems and records, or used on its own?
  3. How do people review AI output and protect client financial information?

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Subject: Question about how Cambridge Investment Research uses AI

Hi Cambridge Investment Research team,

I'm considering working with your business and would like to understand how you use AI.

1. How many of your staff use AI, and how are they trained?
2. Is AI connected to your systems and records, or used on its own?
3. How do people review AI output and protect client financial information?

Thank you.

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This grade is about how the business uses AI. It is not a grade for the quality of its work or any one employee.

Cambridge Investment Research AI adoption profile — They Use AI