About Lincoln Financial Advisors Corporation
<p>Rooted in a business history that traces to 1905, Lincoln Financial Advisors Corporation is a financial advisory firm within Lincoln Financial Group, operating under the modern Lincoln National Corporation structure organized in 1968. The firm works with individuals, small businesses, and plan sponsors on retirement and broader wealth planning needs.</p> <p>Headquartered in Radnor in the Philadelphia metro area, Lincoln Financial Advisors also has an office in Chicago, supporting clients across the Mid-Atlantic and Midwest. In 2026, the firm reported $85.6B in assets under management.</p> <p>Alongside investment and insurance guidance, the firm handles workplace retirement plan support, including 3(38) investment manager services for plan fiduciaries. It also runs educational seminars and provides planning support that ties retirement goals to day-to-day decisions.</p> <p>What sets the firm apart is its combination of local advisory offices with access to the resources and product capabilities of a larger national organization.</p> <ul> <li>3(38) investment manager services for retirement plans</li> <li>Portfolio management for individuals and small businesses</li> <li>Financial planning and goal-based strategy work</li> <li>Retirement plan, life insurance, and long-term care planning</li> <li>Educational seminars for clients and employees</li> </ul>
Website: https://www.lincolnfinancial.com
Office Locations
- Radnor, PA (Headquarters)
- Chicago, IL
Services Offered
- 3(38) Investment Manager
Client Statistics (2026)
- Total Clients: 0
- Total AUM: $85.6B