Ameritas Investment Partners, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Lincoln, NE. Its latest Form ADV filing, dated March 25, 2026, reports $29.0B in regulatory assets under management, 51 employee, 1 office, and 2,515 accounts.
Top client segmentIndividuals represent 78.8% of total clients.
Top client categories% of clientsClients
1
Individuals
78.8%
1,979
2
HNWI
19.6%
493
3
Charitable
0.5%
13
4
Pension Plans
0.4%
10
5
Corporations
0.4%
10
Categories with <5 clients
Insurance companies<5 clients
State or municipal government entities (including govt. pension plans)<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$29.0Bas of March 25, 2026
Discretionary85.4%
$24.8B
85% of total RAUM85.4%
Non-discretionary14.6%
$4.2B
15% of total RAUM14.6%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$29.0B
Total Accounts2,515
10Y AUM Change+$12.3B (+73.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees51
Clients per Employee49:1
10Y Employee Change-1 (-1.9%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.