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AMERITAS ADVISORY SERVICES, LLC
CRD 317245File 801-55153
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Jul 20, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$13.75B
Top 10% of cohort (national)
Discretionary AUM
$7.16B
Non-discretionary $6.59B
Clients
29,718
45,299 accounts
Employees
797
Top 10% of cohort in NE
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- DRO
- Registration date
- Jan 13, 1998
- Principal office
- 5900 O STREET, LINCOLN, NE, 68510
- Phone
- 800-335-9858
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $13.75B
- Discretionary AUM
- $7.16B
- Non-discretionary AUM
- $6.59B
- Discretionary accounts
- 22,063
- Non-discretionary accounts
- 23,236
- Total accounts
- 45,299
- AUM per client
- $463K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 202 | $432.0M |
| Insurance companies | 1 | $4.9M |
| Charitable organizations | 65 | $109.9M |
| High net worth individuals | 904 | $4.16B |
| Pension and profit sharing plans | 87 | $41.6M |
| Individuals (other than high net worth individuals) | 28,459 | $9.00B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Hourly charges
- Other (described) — SOLICITOR FEES
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- Yes
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11
- Q11C1
- Q11C2
- Q11C4
- Q11C5
- Q11D1
- Q11D2
- Q11D4
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 560 | 797 | increased by237 |
| Apr 1, 2026 | Clients | 25,632 | 29,718 | increased by4,086 |
| Apr 1, 2026 | AUM | $11,506,548,514 | $13,746,443,625 | increased by$2,239,895,111 |
| Apr 1, 2026 | Accounts | 41,501 | 45,299 | increased by3,798 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 604 | 560 | decreased by44 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 25,669 | 25,632 | decreased by37 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $9,451,450,525 | $11,506,548,514 | increased by$2,055,097,989 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 32,295 | 41,501 | increased by9,206 |
| May 1, 2022 | Employees | 611 | 604 | decreased by7 |
| Apr 1, 2022 | Clients | 22,076 | 25,669 | increased by3,593 |
| Apr 1, 2022 | AUM | $7,768,665,674 | $9,451,450,525 | increased by$1,682,784,851 |
| Apr 1, 2022 | Accounts | 27,982 | 32,295 | increased by4,313 |
| Nov 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “AMERITAS ADVISORY” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“AMERITAS ADVISORY” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.