Wealth Manager
    SEC Registered
    Manages Private Funds

    Ameritas Advisory Services, LLC

    Registered investment advisor · Lincoln, Nebraska · CRD #317245

    Assets Under Management
    $13.7B
    Client Accounts
    45,299
    Employees
    797
    CRD Number
    317245
    Registration
    SEC Registered
    Custodian
    National Financial Services Llc, Charles Schwab & Co., Inc.

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Ameritas Advisory Services, LLC

    Ameritas is a mutual insurance company based in Lincoln, Nebraska, founded in 1887. As a mutual organization, it is owned by its policyholders, allowing it to focus on customer interests. The company operates under the name Ameritas Mutual Holding Company and includes subsidiaries like Ameritas Life Insurance Corp. and Ameritas Life Insurance Corp. of New York. It has expanded through strategic mergers, including those with Acacia Mutual Holding Company and Union Central Mutual Holding Company,

    Fee Structure

    Percentage of assets under management Yes
    Fixed fees Not reported
    Hourly charges Yes
    Performance-based fees Yes

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    Frequently Asked Questions

    What is Ameritas Advisory Services, LLC's AUM?

    Ameritas Advisory Services, LLC reports approximately $13.7B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Ameritas Advisory Services, LLC headquartered?

    Ameritas Advisory Services, LLC is headquartered in Lincoln, Nebraska.

    What is Ameritas Advisory Services, LLC's CRD number?

    Ameritas Advisory Services, LLC's CRD number is 317245. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Ameritas Advisory Services, LLC manage?

    Ameritas Advisory Services, LLC manages approximately 45,299 client accounts according to its latest SEC filing.

    Is Ameritas Advisory Services, LLC SEC registered?

    Yes, Ameritas Advisory Services, LLC is registered with the SEC as an investment adviser with an approved registration status.

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