Data / Investment advisers / Nebraska / Ameritas Advisory Services, LLC
Ameritas Advisory Services, LLC, Lincoln, NE: $13.7 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Ameritas Advisory Services, LLC is an SEC registered investment adviser with its main office in Lincoln, Nebraska and reports $13.7 billion in regulatory assets under management in its Form ADV filed October 30, 2026. Its clients include individuals, high net worth individuals and corporations and other businesses. It is paid through a percentage of assets under management, hourly charges and fixed fees.
The request: Watch Ameritas Advisory Services, LLC (CRD number 317245): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 317245
- SEC file number
- 801-55153
- SEC status
- Approved, effective January 13, 1998
- Main office
- 5900 O Street, Lincoln, NE 68510
- Phone
- (800) 335-9858
- Website
- ameritas.com
- Regulatory AUM
- $13,746,443,625 in the Form ADV filed October 30, 2026
- Discretionary AUM
- $7,155,342,007
- Non discretionary AUM
- $6,591,101,618
- Accounts
- 45,299
- Employees
- 797, of which 366 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges, fixed fees, other fees
- Other offices
- 247
- Form ADV Item 11 disclosures
- Reported: SEC or CFTC regulatory actions, other federal, state or foreign regulatory actions
- Latest Form ADV filing
- October 30, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Individuals (other than high net worth individuals) | 28,459 | $9.00 billion |
| High net worth individuals | 904 | $4.16 billion |
| Corporations or other businesses | 202 | $432 million |
| Charitable organizations | 65 | $109.9 million |
| Pension and profit sharing plans | 87 | $41.6 million |
| Insurance companies | 1 | $4.9 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $13.75 billion | March 27, 2026 |
| December 1, 2025 | $11.51 billion | September 19, 2025 |
Other advisers in Lincoln
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Ameritas Investment Partners, Inc. | Lincoln | $29.01 billion | Not listed | adviserinfo.sec.gov |
| Whitetail Rock Capital Management, LLC | Lincoln | $3.28 billion | 4 | adviserinfo.sec.gov |
| Pittenger & Anderson Inc | Lincoln | $3.03 billion | Not listed | adviserinfo.sec.gov |
| Lincoln Capital, LLC | Lincoln | $844.8 million | Not listed | adviserinfo.sec.gov |
| Bellwether Wealth | Lincoln | $784 million | Not listed | adviserinfo.sec.gov |
| Flagstone Financial Management, LLC | Lincoln | $467.8 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Lincoln, NE
- Investment advisers in Nebraska
- Advisers with $10 billion to $100 billion in AUM
- Advisers serving individuals
- Advisers serving high net worth individuals
- Ameritas Advisory Services, LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.