Data / Investment advisers / Nebraska / Ameritas Investment Partners, Inc.
Ameritas Investment Partners, Inc., Lincoln, NE: $29 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Ameritas Investment Partners, Inc. is an SEC registered investment adviser with its main office in Lincoln, Nebraska and reports $29 billion in regulatory assets under management in its Form ADV filed October 23, 2026. Its clients include insurance companies, investment companies and high net worth individuals. It is paid through a percentage of assets under management, fixed fees and other fees.
The request: Watch Ameritas Investment Partners, Inc. (CRD number 109381): 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
- 109381
- SEC file number
- 801-55150
- SEC status
- Approved, effective January 13, 1998
- Main office
- 5945 R Street, Lincoln, NE 68505
- Phone
- (402) 467-6980
- Website
- ameritas.com
- Regulatory AUM
- $29,007,591,987 in the Form ADV filed October 23, 2026
- Discretionary AUM
- $24,763,163,371
- Non discretionary AUM
- $4,244,428,616
- Accounts
- 2,515
- Employees
- 51, of which 33 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, fixed fees, other fees
- Other offices
- 1
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- October 23, 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 |
|---|---|---|
| Insurance companies | Fewer than 5 | $25.01 billion |
| Investment companies | 8 | $2.39 billion |
| High net worth individuals | 493 | $501.4 million |
| Corporations or other businesses | 10 | $435.2 million |
| Individuals (other than high net worth individuals) | 1,979 | $328.4 million |
| Pension and profit sharing plans | 10 | $297.9 million |
| Charitable organizations | 13 | $49.3 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 | $29.01 billion | March 25, 2026 |
| December 1, 2025 | $27.24 billion | March 24, 2025 |
Other advisers in Lincoln
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Ameritas Advisory Services, LLC | Lincoln | $13.75 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 |
Also on SpecStream
- Investment advisers in Lincoln, NE
- Investment advisers in Nebraska
- Advisers with $10 billion to $100 billion in AUM
- Advisers serving insurance companies
- Advisers serving investment companies
- Ameritas Investment Partners, Inc. 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.