Lincoln Investment

Broker-DealerFINRA MemberEst. 1978

Total AUM

$22B

Discretionary

$12.9B

59% of AUM

Accounts

199,383

Employees

1,238

Advisory reps

1,233

Brokerage reps

861

Firm details

Headquarters: Fort Washington, Pennsylvania
CRD number: 519
Registered since: September 11, 1978
Website: www.lincolninvestment.com
Custodians: PERSHING LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Commissions
Client types: Individuals79.21%
HNWI19.56%
Corporations / Businesses0.92%
Charitable Organizations0.17%
Pension & Profit Sharing Plans0.14%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Lincoln Investment is a long-established advisory and broker-dealer organization formed as a limited liability company and registered with the SEC since 1978. The firm operates as an independent broker‑dealer and qualified custodian and combines broker-dealer and insurance distribution with advisory services. Its client mix includes individual and family relationships as well as institutional accounts. Service offerings cover comprehensive financial planning, portfolio management for individuals, small businesses and institutions, and the selection and oversight of third‑party advisers. Compensation methods include percentage-of-AUM fees alongside hourly, fixed-fee arrangements and commission-based business. The firm identifies as an active ESG investor and maintains relationships with other professional advisers such as accountants, law firms and real estate brokers.