Insights

Growing Wealth Management Lincoln Financial Network is part of a rapidly expanding wealth management industry with an estimated revenue between 500 million and 1 billion dollars, presenting significant opportunities to provide advanced financial technology solutions, advisory tools, and support services to enhance their competitive edge.

Strategic Acquisitions The company has recently acquired multiple broker-dealers such as Securities America and American Portfolios Financial Services, indicating a focus on expanding their distribution network and client base, which could benefit from tailored enterprise solutions, integration services, and compliance platforms.

Leadership Expansion With recent leadership appointments like Shannon Reid as President of Osaic and Head of Advisor Growth, there is a clear emphasis on growth and talent development, creating opportunities to offer talent management, training platforms, and advisor engagement tools.

Technology Integration Supported by a robust tech stack including Azure, AWS, Snowflake, and others, Lincoln Financial Network values innovative solutions, making them a prime candidate for cloud migration services, data analytics, cybersecurity, and digital transformation offerings.

Industry Collaborations Recent partnerships and program enhancements with firms like ActiFi and Greene Consulting point to a strategic focus on holistic financial planning and wealth management strategies, opening doors for consulting services, financial planning software, and client engagement platforms.

Lincoln Financial Advisors Tech Stack

Lincoln Financial Advisors uses 8 technology products and services including Alteryx, Adobe, Power BI, and more. Explore Lincoln Financial Advisors's tech stack below.

  • Alteryx
    Advanced Analytics And Data Science
  • Adobe
    Audio, Video, Graphics
  • Power BI
    Business Intelligence
  • Apptio
    Business Process Management
  • Wdesk
    Corporate Performance Management
  • Albridge
    Data Management
  • Microsoft Excel
    Editors
  • Microsoft Word
    Office Suites

Media & News

Lincoln Financial Advisors's Email Address Formats

Lincoln Financial Advisors uses at least 2 format(s):
Lincoln Financial Advisors Email FormatsExamplePercentage
First.Last@statefinancialnetwork.comJohn.Doe@statefinancialnetwork.com
96%
FLast@statefinancialnetwork.comJDoe@statefinancialnetwork.com
4%
First.Last@osaic.comJohn.Doe@osaic.com
81%
FLast@osaic.comJDoe@osaic.com
18%
Fir.Last@osaic.comJoh.Doe@osaic.com
1%

Frequently Asked Questions

Where is Lincoln Financial Advisors's headquarters located?

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Lincoln Financial Advisors's main headquarters is located at 2005 Market Street Philadelphia, Pennsylvania 19103 United States. The company has employees across 2 continents, including North AmericaEurope.

What is Lincoln Financial Advisors's phone number?

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You can contact Lincoln Financial Advisors's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Lincoln Financial Advisors's official website and social media links?

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Lincoln Financial Advisors's official website is osaic.com and has social profiles on LinkedIn.

What is Lincoln Financial Advisors's SIC code NAICS code?

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Lincoln Financial Advisors's SIC code is 6211 - Security Brokers, Dealers, and Flotation Companies NAICS code is 52 - Finance and Insurance.

How many employees does Lincoln Financial Advisors have currently?

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As of March 2026, Lincoln Financial Advisors has approximately 802 employees across 2 continents, including North AmericaEurope. Key team members include President: S. J.Founder And Ceo | The Mcilroy Financial Group: C. M.Investment Advisor Representative, Mba, Cfpâ , Clu, Chfc, Crpc: J. S. D.. Explore Lincoln Financial Advisors's employee directory with LeadIQ.

What industry does Lincoln Financial Advisors belong to?

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Lincoln Financial Advisors operates in the Financial Services industry.

What technology does Lincoln Financial Advisors use?

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Lincoln Financial Advisors's tech stack includes AlteryxAdobePower BIApptioWdeskAlbridgeMicrosoft ExcelMicrosoft Word.

What is Lincoln Financial Advisors's email format?

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Lincoln Financial Advisors's email format typically follows the pattern of First.Last@statefinancialnetwork.com. Find more Lincoln Financial Advisors email formats with LeadIQ.

Lincoln Financial Advisors

Financial ServicesPennsylvania, United States501-1000 Employees

Lincoln Financial Network (LFN) is a community of independent financial professionals who believe that by being part of something bigger, we can have a greater, collective impact on each other, clients, and the industry. 

The Network Effect grows by fostering a culture that empowers financial professionals to serve clients the way they think is best. Every great idea creates a ripple through our network to help improve the lives of others. 

Supported by our integrated AdviceNext® technology, you have an array of affiliation and compensation options for your practice — with support from LFN on estate planning strategies, retirement income distribution, generational wealth, business owner planning, and investment management programs. 

Our culture of collaboration is built around the dedication you put into caring for your clients. And you’re backed by the strength of Lincoln Financial — with well over a century of protecting millions of Americans. 

Let’s shape the future together. Visit www.JoinLFN.com or call 866-536-6630 to learn more. 


Lincoln Financial Network is the marketing name for Lincoln Financial Securities Corporation and Lincoln Financial Advisors Corp., affiliates of Lincoln Financial Group. Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates.

CRN-5596870-032923

Section iconCompany Overview

Headquarters
2005 Market Street Philadelphia, Pennsylvania 19103 United States
Phone number
Website
osaic.com
SIC Code
6211 - Security Brokers, Dealers, and Flotation Companies
NAICS Code
52 - Finance and Insurance
Employees
501-1000

Section iconFunding & Financials

  • $500M$1B

    Lincoln Financial Advisors's revenue is estimated to be in the range of $500M$1B

Section iconFunding & Financials

  • $500M$1B

    Lincoln Financial Advisors's revenue is estimated to be in the range of $500M$1B

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