Lincoln Investment
Fort Washington, PA·SEC-registered · CRD #519
Lincoln Investment is an SEC-registered investment advisory firm in Fort Washington, PA managing $22B across 296k client accounts, with 874 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$22B
Client accounts
296k
Advisory staff
874
Fee model
Fee-based
How Lincoln Investment is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Lincoln Investment
How much does Lincoln Investment manage?
Per its most recent SEC Form ADV filing (04/27/2026), Lincoln Investment reports $22B in regulatory assets under management across roughly 296k client accounts.
How does Lincoln Investment charge?
Lincoln Investment is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Hourly, Commissions, Performance-based. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Lincoln Investment a fiduciary?
Yes. Lincoln Investment is registered with the U.S. Securities and Exchange Commission (CRD #519), 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 Investment 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 Investment and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Lincoln Investment's public SEC Form ADV filing (CRD #519, filed 04/27/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Lincoln Investment. 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 Investment? Claim this profile.