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Lincoln Investment Planning

EST. AUM
$21,994,851,422

CONTACTS
833

CLIENT ACCOUNTS
199,383

Firm Details

Metro area Philadelphia
CRD Number 519
Website lincolninvestment.com
Client types

Overview

Lincoln Investment is a dual‑licensed financial services firm, functioning as both a registered investment advisor (RIA) and a broker‑dealer. Based in Fort Washington, Pennsylvania, it serves more than 137,000 clients through a network of nearly 900 advisors nationwide. The firm manages approximately $18.9 billion in assets, offering personal and institutional wealth management solutions. Committed to client-oriented services, Lincoln combines customized portfolio strategies with digital tools and regular reviews to help clients navigate life’s financial challenges with confidence and clarity

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Investment Preferences

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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