RIA Intel›Advisers›Pennsylvania›LINCOLN INVESTMENT PLANNING, LLC

LINCOLN INVESTMENT PLANNING, LLC

Advisory

N·FORT WASHINGTON, PA

Data as of Jul 20, 2026 · Source: SEC Form ADV

Total AUM

$22.0B

1-Year AUM Growth

+12.1%

3-Year CAGR

+4.0%

Employees

874

Assets Under Management

Total AUM$22.0B

Discretionary AUM$12.9B

Non-Discretionary AUM$9.0B

Discretionary %58.9%

Total Clients137,534

Team

Total Employees874

Investment Advisers1,238

Employee Growth (1Y)0.0%

Filing History

Total Filings on Record265

First FilingJan 31, 2001

Latest FilingJul 20, 2026

🔒 Full AUM trend chart and 265 historical filings spanning 25+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on LINCOLN INVESTMENT PLANNING, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.