AMERITAS ADVISORY SERVICES, LLC

CRD 317245 · SEC 801-55153

Visit website

5900 O STREET, LINCOLN, NE, 68510, United States

Phone

800-335-9858

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$13.75B

Discretionary AUM

$7.16B

Team

797 total employees; 366 advisory reps; 1086 broker-dealer reps

Clients

More than 500

Fees

Percentage of AUM; Hourly charges; Fixed fees; SOLICITOR FEES

Org form

Limited Liability Company

Filing date

2026-03-27

Disciplinary history

Yes

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersEducational seminars

Client types

Type	Clients	AUM
Individuals	28459	$9.00B
High net worth individuals	904	$4.16B
Pension/profit sharing plans	87	$41.6M
Charitable organizations	65	$109.9M
Insurance companies	1	$4.9M
Corporations/business entities	202	$432.0M

States served

VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, RI, SC, TN, UT, VA, WV, WI, WY, MO, WA, TX, NH, HI, CT, FL, SD

All web addresses on file

https://www.ameritas.com/investments

Official SEC filing: View on IAPD