Lincoln Investment

Registered investment advisor · Fort Washington, Pennsylvania · CRD #519

Assets Under Management

$22B

Client Accounts

199,383

Employees

1,238

CRD Number

519

Registration

SEC Registered

Custodian

Pershing Llc

Source: SEC Form ADV filings. Data as of 2026-07-06.

About Lincoln Investment

Lincoln Investment is a full-service broker-dealer and registered investment adviser founded in 1968. The company specializes in investment, wealth, and retirement planning services, with a strong focus on the 403(b) market for public education organizations. With over 55 years of experience, Lincoln Investment employs around 400 staff and supports more than 1,000 financial professionals across 39 states, managing approximately $46 billion to $51 billion in assets under administration. The comp

Fee Structure

Percentage of assets under management Not reported

Fixed fees Not reported

Hourly charges Yes

Performance-based fees Not reported

Contacts, 13F holdings & brochure intel for Lincoln Investment

Wealthmetrica subscribers see the full picture: verified contacts and emails, quarterly 13F holdings and position changes, private funds, and ADV brochure analysis.

Frequently Asked Questions

What is Lincoln Investment's AUM?

Lincoln Investment reports approximately $22B in regulatory assets under management, based on its most recent SEC Form ADV filing.

Where is Lincoln Investment headquartered?

Lincoln Investment is headquartered in Fort Washington, Pennsylvania.

What is Lincoln Investment's CRD number?

Lincoln Investment's CRD number is 519. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.