Data / Investment advisers / Pennsylvania / Lincoln Investment
Lincoln Investment, Fort Washington, PA: $22 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Lincoln Investment is an SEC registered investment adviser with its main office in Fort Washington, Pennsylvania and reports $22 billion in regulatory assets under management in its Form ADV filed October 7, 2026. Its clients include individuals, high net worth individuals and corporations and other businesses. It is paid through a percentage of assets under management, hourly charges and fixed fees.
The request: Watch Lincoln Investment (CRD number 519): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 519
- SEC file number
- 801-14059
- SEC status
- Approved, effective September 11, 1978
- Legal name
- Lincoln Investment Planning, LLC
- Main office
- 601 Office Center Drive Suite 300, Fort Washington, PA 19034
- Phone
- (215) 887-8111
- Website
- lincolninvestment.com
- Regulatory AUM
- $21,994,851,422 in the Form ADV filed October 7, 2026
- Discretionary AUM
- $12,945,459,856
- Non discretionary AUM
- $9,049,391,566
- Accounts
- 199,383
- Employees
- 1,238, of which 874 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges, fixed fees, commissions
- Other offices
- 314
- Form ADV Item 11 disclosures
- Reported: criminal actions, SEC or CFTC regulatory actions, other federal, state or foreign regulatory actions, self-regulatory organization actions
- Latest Form ADV filing
- October 7, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Individuals (other than high net worth individuals) | 133,528 | $17.42 billion |
| High net worth individuals | 4,604 | $4.30 billion |
| Corporations or other businesses | 181 | $203 million |
| Charitable organizations | 41 | $38.1 million |
| Pension and profit sharing plans | 15 | $30.3 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $21.99 billion | March 31, 2026 |
| December 1, 2025 | $18.90 billion | September 9, 2025 |
Other advisers in Pennsylvania
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Exeter Property Group, LLC | Radnor | $35.14 billion | 15 | adviserinfo.sec.gov |
| PNC Wealth Management | Pittsburgh | $30.27 billion | Not listed | adviserinfo.sec.gov |
| ETF Architect | Newtown Square | $29.74 billion | Not listed | adviserinfo.sec.gov |
| Hirtle & Co., LLC | West Conshohocken | $25.41 billion | 11 | adviserinfo.sec.gov |
| Xponance LLC | Philadelphia | $24.27 billion | Not listed | adviserinfo.sec.gov |
| Envestnet Portfolio Solutions, Inc. | Berwyn | $17.35 billion | Not listed | adviserinfo.sec.gov |
| Envestnet Retirement Solutions, LLC | Berwyn | $16.30 billion | Not listed | adviserinfo.sec.gov |
| Venerable Investment Advisers, LLC | West Chester | $16.27 billion | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Pennsylvania
- Advisers with $10 billion to $100 billion in AUM
- Advisers serving individuals
- Advisers serving high net worth individuals
- Lincoln Investment on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.