Lincoln Financial Advisors Corporation
$1.8B reported client assets across 8 advisory firms in FY2024 annual amendments
Reported client assets over time
Same-firm comparison: 4 firms that reported Lincoln Financial Advisors Corporation in both FY2023 and FY2024 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. 2021, 2022 are shown but partial — only FY2021: 1 cohort firms, FY2022: 3 cohort firms. No matched data for FY2019, FY2020.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Highland Associates Inc | $1.6B | $20.1B | 7.9% | 03/31/2025 |
| Phd Consulting Llc | $75.6M | $398M | 19.0% | 03/28/2025 |
| Victory Asset Management Co., Inc. | $64.2M | $103M | 62.6% | 03/26/2025 |
| The Perspective Group, Llc | $19.1M | $174M | 11.0% | 03/23/2025 |
| Buska Wealth Management, Llc | $3.0M | $394M | 0.8% | 01/13/2025 |
| Magnolia Wealth Management Llc | $2.2M | $158M | 1.4% | 02/03/2025 |
| Financial Arcitects, Inc | $2.1M | $348M | 0.6% | 03/06/2025 |
| Gervais Capital Management, Llc | $847K | $134M | 0.6% | 03/25/2025 |
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.