Firms by custodian
Registered investment advisers that custody at The Lincoln National Life Insurance
Search the full directory by firm name, city, state, CRD number or custodian.
3 firms listed
| Firm | Headquarters | Regulatory AUM |
|---|---|---|
| IMG Wealth Management | Jacksonville, FL | $210M |
| NorthLanding Financial Partners | Rochester, NY | $152M |
| Q2 Wealth Management | Lexington, KY | $123M |
- Headquarters
- Jacksonville, FL
- Regulatory AUM
- $210M
- Headquarters
- Rochester, NY
- Regulatory AUM
- $152M
- Headquarters
- Lexington, KY
- Regulatory AUM
- $123M
Figures are from each firm's most recent Form ADV and are dated on its profile. Listing here is a matter of public record, not a recommendation.
About this list
A custodian holds client accounts; the adviser directs them but does not take possession of the money. Form ADV Schedule D, Section 5.K.(3) requires an adviser to name every custodian holding 10% or more of its separately managed account assets, which is where this list comes from.
A firm may use several custodians, so it can appear on more than one of these lists, and smaller custodial relationships below the 10% threshold are not reported at all. Naming The Lincoln National Life Insurance here says only what the filing says, and implies nothing about either firm's service.