FORT WASHINGTON, PACRD 519Latest ADV April 27, 2026
Lincoln Investment is an SEC registered investment adviser organized as a limited liability company with a primary office location in Fort Washington, PA. Its latest Form ADV filing, dated April 27, 2026, reports $22.0B in regulatory assets under management, 1,238 employees, 314 offices, and 199,383 accounts.
Assets Under Management
$22.0B
Employees
1,238
Offices
314 offices
Total Clients
138,369
Primary office
FORT WASHINGTON, PA
601 OFFICE CENTER DRIVE, SUITE 300, FORT WASHINGTON, PA, United States
Portfolio management for individuals and small businesses
Fee models offered
4 types reported
Asset based fees
Commissions
Fixed fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 96.5% of total clients.
Top client categories% of clientsClients
1
Individuals
96.5%
133,528
2
HNWI
3.3%
4,604
3
Corporations
0.1%
181
Additional categories (<0.1%)
Charitable41 clients
Pension Plans15 clients
Categories with <5 clients
Banking or thrift institutions<5 clients
Insurance companies<5 clients
Other categories<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$22.0Bas of April 27, 2026
Discretionary58.9%
$12.9B
59% of total RAUM58.9%
Non-discretionary41.1%
$9.0B
41% of total RAUM41.1%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$22.0B
Total Accounts199,383
10Y AUM Change+$15.7B (+249.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees1,238
Clients per Employee112:1
10Y Employee Change+138 (+12.5%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.