Lincoln Financial Investments Corporation
Radnor, PA·SEC-registered · CRD #108881
Lincoln Financial Investments Corporation is an SEC-registered investment advisory firm in Radnor, PA managing $102B across 129 client accounts, with 18 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$102B
Client accounts
129
Advisory staff
18
Fee model
Fee-only
How Lincoln Financial Investments Corporation is paid
Compensation arrangements disclosed on Form ADV. A fee-only firm earns fees only from clients — no product commissions.
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Common questions about Lincoln Financial Investments Corporation
How much does Lincoln Financial Investments Corporation manage?
Per its most recent SEC Form ADV filing (03/31/2026), Lincoln Financial Investments Corporation reports $102B in regulatory assets under management across roughly 129 client accounts.
How does Lincoln Financial Investments Corporation charge?
Lincoln Financial Investments Corporation is a fee-only firm. Its disclosed compensation arrangements are: % of assets. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Lincoln Financial Investments Corporation a fiduciary?
Yes. Lincoln Financial Investments Corporation is registered with the U.S. Securities and Exchange Commission (CRD #108881), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Lincoln Financial Investments Corporation taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Lincoln Financial Investments Corporation and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Lincoln Financial Investments Corporation's public SEC Form ADV filing (CRD #108881, filed 03/31/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Lincoln Financial Investments Corporation. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Lincoln Financial Investments Corporation? Claim this profile.