firm
Lincoln Investment
FORT WASHINGTON, PA
CRD: 519
In PWD coverage since September 7, 2026 · 3 stories
$22BRegulatory AUMSEC Form ADV · Oct 3
1,238EmployeesForm ADV
+1Talent net · 12 months1 in · 0 out
Regulatory AUM · Sep 5 – Oct 3
Observed recruiting events · 12 monthsOn the wire →
Net +1 · 1 incoming events · 0 outgoing events
Arrivals
Blue Harbor Wealth Management
Sep 3 · from Corebridge Financial
Departures
None tracked.
PWD coverage
the_wrap
OnePoint BFG strips Northwestern Mutual of 18 advisors and $3 billion
The renamed Bleakley Financial absorbed a team and a three-billion-dollar book from the same insurance-owned firm on one Monday, the clearest sign yet that captive distribution has become liftout inventory.