Ameritas Advisory Services, LLC

RIASEC Registered

Total AUM

$13.7B

Discretionary

$7.2B

52% of AUM

Avg account

$303K

Accounts

45,299

Employees

797

Advisory reps

555

Firm details

Headquarters: Lincoln, Nebraska
CRD number: 317245
Registered since: January 13, 1998
Website: www.ameritas.com
Custodians: NATIONAL FINANCIAL SERVICES LLC, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Other
Client types: Individuals65.44%
HNWI30.28%
Corporations / Businesses3.14%
Charitable Organizations0.8%
Pension & Profit Sharing Plans0.3%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Ameritas Advisory Services, LLC is an independent registered investment adviser that has been SEC-registered since 1998. The firm serves both individual/family clients and institutional clients and offers a mix of services including financial planning, portfolio management for individuals and businesses, pension consulting and selection of other advisers, plus educational seminars. Its operating model includes broker-dealer and insurance-company affiliations and it acts in roles such as registered municipal advisor and commodity pool/CTA relationships. The firm reports incorporating ESG considerations into its investment process. Fee arrangements are varied: percentage-of-AUM billing is available alongside hourly and fixed-fee engagements. The advisory platform appears built to support both discretionary portfolio management and non-discretionary advisory relationships, and the firm also evaluates and allocates to third-party managers when appropriate.