Lincoln Investment Planning, Llc
$705M reported client assets across 2 advisory firms in FY2025 annual amendments
Reported client assets over time
Same-firm comparison: 2 firms that reported Lincoln Investment Planning, Llc in both FY2024 and FY2025 annual amendments (ADV Item 5.K.(3)). Fiscal years come directly from the SEC filing-type table; filing dates are not used as a year-end proxy. 2022, 2023 are shown but partial — only FY2022: 1 cohort firms, FY2023: 1 cohort firms. No matched data for FY2017, FY2018, FY2019, FY2020, FY2021.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Nppg Plan Professionals, Llc | $615M | $6.3B | 9.8% | 03/27/2026 |
| First Fiduciary Investment Counsel Inc | $89.5M | $566M | 15.8% | 03/27/2026 |
From Form ADV Schedule D 5.K.(3): custodians named at the 10%-of-SMA-assets threshold, with reported dollar amounts. "Share" is reported amount as a share of the firm's total regulatory AUM.