Lincoln Investment Planning, LLC
● SEC registered since 1978CRD 519SEC# 801-14059Fort Washington, PA
Reg. AUM
$21.99B
Employees
1,238
Accounts
199,383
Location
Fort Washington, PA
Lincoln Investment Planning, LLC assets under management
Lincoln Investment Planning, LLC is a registered investment adviser overseen by the SEC based in Fort Washington, PA. The firm has been registered since 1978. It reports $22 billion in regulatory assets under management and employs 1,238 people.
Lincoln Investment Planning, LLC owners & executives
13 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Anthony Charles Bueti Control | Executive Vice-President, Chief Operating Officer | Under 5% | 2026 |
| Daniel Sean Alexander Control | Executive Vice-President, Chief Business Development Officer | Under 5% | 2025 |
| Diane Mulherrin McCarthy Control | Executive Vice-President/Chief Financial Officer/Principal Financial Officer/Elected Manager | Under 5% | 2018 |
| Edward Samuel Jr Forst Control | Elected Manager | Under 5% | 2015 |
| Jason Christopher Estes Control | Executive Vice-President, Chief Information & Technology Officer | Under 5% | 2025 |
| Karen Dougherty Bura | Vice-President, Controller | Under 5% | 2023 |
| Kathleen Kinslow Leckey Control | Ceo | Under 5% | 2026 |
| Lincoln Investment Capital Holdings, LLC Control | Member/Owner | Over 75% | 2015 |
| Maureen Ann Mattson Control | Executive Vice-President, General Counsel & Chief Compliance Officer | Under 5% | 2025 |
| Shashi Mehrotra | Senior Vice-President, Chief Investment Officer | Under 5% | 2025 |
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Join to unlock · $37/moFrequently asked questions
How much does Lincoln Investment Planning, LLC manage?
Lincoln Investment Planning, LLC reports $22 billion in regulatory assets under management on its Form ADV.
How many employees does Lincoln Investment Planning, LLC have?
Lincoln Investment Planning, LLC reports 1,238 employees.
Where is Lincoln Investment Planning, LLC located?
Lincoln Investment Planning, LLC is based in Fort Washington, PA and has been SEC-registered since 1978.
Does Lincoln Investment Planning, LLC disclose fund performance?
Lincoln Investment Planning, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 601 Office Center Drive, Suite 300, Fort Washington, PA 19034-3232 |
| Phone | 215-887-8111 |
| Fax | 215-376-1057 |
| Office hours | 9:00a.m. - 5:00p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| CIK | 5954 |
| Discloses disciplinary history | Yes |
Regulatory AUM
$21.99B▲ 16%
Mar '25Form ADV, monthlyJul '26
How this firm compares
Regulatory AUMTop 5%
Larger than 95% of 16,306 advisers
EmployeesTop 1%
More than 99% of 16,824 advisers
Assets under management
$21.99Bregulatory AUM
Discretionary $12.95BNon-discretionary $9.05B