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Request a Free TrialFirm Details
- Custodian
- Pershing
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 04-01-1969
- Office Locations
- 305
Office Locations
About Lincoln Investment
Lincoln Investment is a Fort Washington, PA independent broker-dealer serving investors, employers and financial professionals with tailored financial planning, retirement plan support, and an in-house Investment Management & Research team. Portfolio construction spans public funds and ETFs with an asset-allocation and risk-management orientation, including fixed income and alternatives, with custody via Pershing. Named to Financial Planning’s IBD Elite 2025 (#9 fee-based mix; #3 women reps).
Reported data analysis
What the numbers show
Between September 9, 2025 and July 20, 2026, reported AUM increased 16.3%, from $18.9B to $22.0B.
Across 5 reported observations, AUM increased 24.0% between November 22, 2022 and July 20, 2026, from $17.7B to $22.0B.
Of the latest reported AUM, 58.9% is discretionary and 41.1% is non-discretionary.
The firm reports 874 advisory representatives and 138,964 clients, or 159 clients per representative. That equates to $158.3K in reported AUM per client.
The profile lists 305 reported office locations and 57 years in operation. The source data was last updated on July 20, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- CRM
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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Owner & Executives
DANIEL SEAN ALEXANDER
Executive Vice President
- CRD
- --
- Ownership
- Less than 5%
ANTHONY CHARLES BUETI
CHIEF OPERATING OFFICER, Executive Vice President
- CRD
- #5876104
- Ownership
- Less than 5%
Showing 2 of 11 owners & executives
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ZACHARY ALAN ABRAMS
Advisor
- CRD
- #5062672
KELLY ANNE ACKIEWICZ
--
- CRD
- #4315145
Showing 2 of 1225 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $12,945,459,856 | $125,468 |
| Non-Discretionary | $9,049,391,566 | $94,063 |
| Total | $21,994,851,422 | $110,315 |
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Separately Managed Accounts
SMA allocation detail is available
Lincoln Investment has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
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Lincoln Investment's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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