- Total no. of Employees: 1314
- No. of Employees performing investment advisory functions: 891
LINCOLN INVESTMENT is a Fort Washington, Pennsylvania based Fee-only advisory firm with nearly $17,732,411,365 in assets under management and provides investment advisory services for 188491 clients. There are currently 1314 advisors at the firm.
SEC Current Status:
Approved
Firm CRD#:
519
SEC#:
801-14059
Assets Managed by Firm:
$17,732,411,365
Advisory Services Provided:
Financial Planning, Portfolio Management for Individuals, Portfolio Management for Business, Selection of Other Advisors
No. of Clients | AUM | |
---|---|---|
Firm Total | 188491 | $17,732,411,365 |
Individuals (other than high net worth individuals) | 129392 | $15,379,357,122 |
High net worth individuals | 2688 | $2,190,375,323 |
Pension and profit sharing plans | 23 | $36,924,392 |
Charitable organizations | 29 | $5,653,696 |
Corporations or other businesses | 138 | $120,100,832 |
Compensation Methods:
Advisory Firm | Firm CRD# | SEC# | No. of Clients | No. of Advisors | AUM |
---|---|---|---|---|---|
VANGUARD ADVISERS, INC. 100 Vanguard Blvd, M39, Malvern, PA 19355 | 106715 | 801-49601 | 602258 | 1932 | $338,870,938,273 |
JANNEY MONTGOMERY SCOTT LLC 1717 Arch Street, Philadelphia, PA 19103 | 463 | 801-7258 | 203125 | 2137 | $81,346,579,088 |
PNC INVESTMENTS 300 Fifth Avenue, 26th Floor, Pittsburgh, PA 15222-2722 | 129052 | 801-66195 | 150141 | 1516 | $26,424,820,270 |
BRINKER CAPITAL INVESTMENTS, LLC. 1055 Westlakes Drive, Suite 250, Berwyn, PA 19312 | 107975 | 801-57265 | 83820 | 68 | $41,979,351,312 |
SEI INVESTMENTS MANAGEMENT CORP One Freedom Valley Drive, Oaks, PA 19456 | 105146 | 801-24593 | 70132 | 379 | $222,762,411,742 |
HEFREN-TILLOTSON, INC. 308 Seventh Ave, Pittsburgh, PA 15222 | 53 | 801-55083 | 30861 | 273 | $12,430,043,340 |