# Lombard Advisers Incorporated
Source: https://planprovider.pro/provider/lombard-advisers-incorporated

> From Fells Point in Baltimore’s Inner Harbor area, Lombard Advisers Incorporated works with plan sponsors as a fiduciary plan advisor . The firm is a registe…

Retirement Plan Advisor

Baltimore, MD

## About Lombard Advisers Incorporated

<p>From Fells Point in Baltimore’s Inner Harbor area, Lombard Advisers Incorporated works with plan sponsors as a fiduciary <a href="/plan-advisors">plan advisor</a>. The firm is a registered investment adviser and shares its primary address with its affiliate, Lombard Securities Incorporated.</p>

<p>Lombard Advisers offers both 3(21) and 3(38) fiduciary services, with options that range from co-fiduciary investment guidance to discretionary investment management for retirement plans. It also has an office in Allentown, serving clients across the Mid-Atlantic and beyond.</p>

<p>As of 2026, the firm reports $0.2B in assets under management. Lombard Advisers is actively registered in multiple states, including California, Colorado, Delaware, Florida, and Illinois.</p>

<p>What sets the firm apart is the ability to pair RIA fiduciary advisory work with an affiliated FINRA/SIPC member broker-dealer, which can simplify coordination for sponsors who want both investment advisory and securities support under one umbrella.</p>

<ul>
<li>Plan-level fiduciary support as a <a href="/plan-advisors">plan advisor</a></li>
<li>3(21) investment advice fiduciary services</li>
<li>3(38) discretionary investment manager services</li>
<li>Headquarters in Baltimore (Fells Point) with an office in Allentown, PA</li>
<li>RIA with an affiliate, Lombard Securities Incorporated (FINRA/SIPC member)</li>
</ul>

Website: [https://lombardadvisers.com](https://lombardadvisers.com)

## Office Locations

- Baltimore, MD (Headquarters)

- Allentown, PA

## Services Offered

- 3(21) Investment Advisor

- 3(38) Investment Manager

## Client Statistics (2026)

- Total Clients: 0

- Total AUM: $202.1M

## Plans Serviced (2024)

Largest plans where this firm is listed as a service provider (Schedule C) or IQPA (Schedule H) on the most recent filings (From Form 5500).

| Plan|Sponsor|Assets|Participants|

| MULTI DIMENSIONAL INTEGRATION 401(K) PROFIT SHARING PLAN & TRUST|
MULTI DIMENSIONAL INTEGRATION, PA|
$9M|
222|

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