NewRiaPulse / report
Lynch Investment Planning, LLC: new SEC registration, $143M AUM, Newtown Square, PA
Lynch Investment Planning, LLC (Newtown Square, Pennsylvania): new SEC registration, $143M AUM, Newtown Square, PA. Its amount of 143 is above the median of 134 (54th percentile). Dated 139 days ago, it serves as a historical benchmark. Score 45/100. As of 2026-10-28, from SEC monthly roster of registered investment advisers (Form ADV data).
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
amount: 143 · 54th percentile of 1,149 NewRiaPulse records · 1.1x the median
Free preview: all 11 published fields of this record are shown below. Locked: 29 related PA NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | Lynch Investment Planning, LLC |
| Legal name | Lynch Investment Planning, LLC |
| CRD | 115956 |
| Status | Approved |
| Registered with the SEC | 2026-06-18 |
| Latest Form ADV filing | 2026-05-19 |
| Location | Newtown Square, PA, United States |
| Regulatory AUM | $143,250,844 |
| Accounts | 410 |
| Employees | 3 |
| Website | https://www.linkedin.com/in/james-lynch-cfp%C2%AE-a4111531/ |
| amount percentile | 54th of 1,149 (median 134, 1.1x median) |
| Peer records CSV (30 PA records) | 🔒 Click to unlock → |
| CRM-ready export with official source URLs | 🔒 Click to unlock → |
Watch Lynch Investment Planning, LLC
Free email alert. Alert me when this company gets a new filing, lien, permit, contract or expiry in this feed. One confirmation email; unsubscribe any time.
Free for 1 company. More companies from $9/mo (25), $49/mo (500 + CSV), $199/mo (500 + CSV + API). Cancel any time from the link in every email.
Free first: a 10-record sample of PA records
See the real columns before you buy. One confirmation email, nothing else unless you opt in.
Unlock Lynch Investment Planning + all 30 PA records (CSV)
Instant CSV download · Card, Apple Pay, Google Pay or Link via Stripe · No account required
CSV columns: Firm · AUM · Accounts · City · State · Registered · official source URL
- Source agency: SEC monthly roster of registered investment advisers (Form ADV data)
- Record date: 2026-06-18
- Data refreshed: 2026-10-28
- Refunds on request within 14 days
Top NewRiaPulse records (PA first): Vanguard Capital Management, LLC · Vanguard Portfolio Management, LLC · Fs Digital Infrastructure Advisor, LLC · Emerald Investment Advisers, LLC · Valen Private Capital, LLC. · Browse all by state and category →
LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 28 Oct 2026 20:49:58 GMT
Is this your business? Add a "Listed on Zalwin" badge to your site
Paste this snippet into your website. It links to this public record; nothing is tracked on your site.
Peer benchmark and outreach value: Lynch Investment Planning, LLC and 30 Pennsylvania peers
- Pennsylvania NewRiaPulse records like this one: 30
- Lynch Investment Planning, LLC's amount: 54th percentile of 1,149 records
- Timing: Low: older than 30 days
- Estimated pipeline if you contact every Pennsylvania peer: $6,000 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
45 / 100 Score
- $143M under management.
- Website on file.
What is the NewRiaPulse record for Lynch Investment Planning, LLC in Newtown Square, Pennsylvania?
Lynch Investment Planning, LLC received SEC registration as an investment adviser (2026-06-18) with $143,250,844 in regulatory assets under management, based in Newtown Square, PA.
How does Lynch Investment Planning, LLC compare to other Pennsylvania NewRiaPulse records?
Its amount of 143 sits in the upper half (54th percentile) of 1,149 records; the median is 134. It is 139 days old; check the official source for later updates before acting.
Lynch Investment Planning, LLC vs. top 3 peers
| Organization | Location | Amount | Percentile | Record date |
|---|---|---|---|---|
| Lynch Investment Planning, LLC | Newtown Square, PA | 143 | 54th | 2026-06-18 |
| Diversified Wealth Advisors, LLC | Kansas City, MO | 138 | 52nd | 2026-09-24 |
| Herndon Plant Oakley LTD | Corpus Christi, TX | 155 | 58th | 2026-09-11 |
| Johnston Investment Counsel, LTD. | Peoria, IL | 125 | 44th | 2026-09-28 |
Related records
- Legacy Partners Financial Group, LLC
- Johnston Investment Counsel, LTD.
- Diversified Wealth Advisors, LLC
- Knecht Capital Management, LLC
- Crosspoint Capital Management
- Crafted Finance, LLC
- Leonard Advisory Group LLC
- Wealthlynk, INC.
- Cs Tomasi Wealth Management
- Wealth Strategies Group
- Endeavor Advisors LLC
- Herndon Plant Oakley LTD
NewRiaPulse: $100M-$500M NewRiaPulse: records in Pennsylvania NewRiaPulse: Approved
Cross-dataset signals in Pennsylvania
More Pennsylvania public-record feeds
Newly Medicare-Certified Hospices, Home Health Agencies & Dialysis Centers in Pennsylvania Nursing Home Inspection Deficiencies by State & Severity in Pennsylvania Credit Union Quarterly Changes, Mergers & New Charters (NCUA Call Reports) in Pennsylvania New FDA Medical Device Listings by Manufacturer, CMO & Sterilizer in Pennsylvania New Grants by Vendor Procurement Need in Pennsylvania New & Re-Approved E-Rate Service Providers (FCC Form 498 / SPIN) in Pennsylvania New NSF Research Awards by Institution in Pennsylvania Newly Posted IRS Automatic Revocations of Tax Exemption in Pennsylvania
How to monitor Lynch Investment Planning, LLC and peer approved records
Get new NewRiaPulse records like Lynch Investment Planning, LLC by email (free, weekly)
We email one confirmation link now; the weekly digest starts only after you confirm. One-click unsubscribe in every email.
Double opt-in: nothing is sent until you click the confirmation link. One-click unsubscribe.
Get new RIAs in your territory
NewRiaPulse emails newly registered advisers matching your states and AUM range each month.
✓ Read-only, live public data · Key and unlock right after payment · Card, Apple Pay, Google Pay or Link via Stripe · Refunds on request within 14 days
From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.