Ameritas Advisory Services, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Lincoln, NE. Its latest Form ADV filing, dated March 27, 2026, reports $13.7B in regulatory assets under management, 797 employees, 247 offices, and 45,299 accounts.
Top client segmentIndividuals represent 95.8% of total clients.
Top client categories% of clientsClients
1
Individuals
95.8%
28,459
2
HNWI
3.0%
904
3
Corporations
0.7%
202
4
Pension Plans
0.3%
87
5
Charitable
0.2%
65
Additional categories (<0.1%)
Insurance Cos.<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$13.7Bas of March 27, 2026
Discretionary52.1%
$7.2B
52% of total RAUM52.1%
Non-discretionary47.9%
$6.6B
48% of total RAUM47.9%
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.
Total AUM$13.7B
Total Accounts45,299
10Y AUM Change+$6.0B (+76.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees797
Clients per Employee37:1
10Y Employee Change+186 (+30.4%)
* 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.