RIA Intel›Advisers›Pennsylvania›LINCOLN FINANCIAL INVESTMENTS CORPORATION

LINCOLN FINANCIAL INVESTMENTS CORPORATION

Institutional

N·RADNOR, PA

Data as of Mar 31, 2026 · Source: SEC Form ADV

Total AUM
$102.1B
1-Year AUM Growth
+3.4%
3-Year CAGR
+1.0%
Employees
18
Assets Under Management
Total AUM$102.1B
Discretionary AUM$102.1B
Non-Discretionary AUM$0
Discretionary %100%
Total Clients130
Team
Total Employees18
Investment Advisers86
Employee Growth (1Y)+6.3%
Filing History
Total Filings on Record50
First FilingFeb 26, 2001
Latest FilingMar 31, 2026
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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