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| Happy Holidays!! thanks for using AUM13F!! |
| Ameritas Advisory Services LLC
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| CRD # | 317245 |
| SEC # | 801-55153 |
| CIK # | 0001901275 |
| AUM | $11.5 B (2025-06-26) |
| Employees | 560 (84% Investors, 94% Brokers) |
| Phone | 800-335-9858 |
| Address | 5900 O Street Lincoln, NE 68510 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Apple Inc | 0.0 | ||
| Microsoft Corp | 0.0 | ||
| Nvidia Corp | 0.0 | ||
| Amazon Com Inc | 0.0 | ||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 24,960 | 9.2 |
| (b) Individuals (high net worth individuals) | 163 | 1.7 |
| (c) Banking or thrift institutions | 1 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 239 | 0.1 |
| (h) Charitable organizations | 27 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 242 | 0.5 |
| (n) Other | 0 | 0.0 |
| Total | 41,501 | 11.5 |
| By Discretionary | ||
| Discretionary | 20,799 | 6.4 |
| Non-Discretionary | 20,702 | 5.1 |
| Total | 41,501 | 11.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 11.5 | |
| Total | 41,501 | 11.5 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001901275] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Circle Wealth Management LLC
✚
|
NJ | 12.5 |
|
Osaic Advisory Services LLC
✚
|
GA | 12.5 |
|
CliftonLarsonAllen Wealth Advisors LLC
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|
MN | 12.3 |
|
Macquarie Investment Management Austria Kapitalanlage AG
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|
12.3 | |
|
Bleakley Financial Group LLC
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|
NJ | 12.1 |
|
Newedge Wealth LLC
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|
CT | 12.1 |
|
The Mather Group LLC
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|
IL | 11.7 |
|
Goldman Sachs Asset Management Singapore PTE Ltd
✚
|
11.0 | |
|
Sentinel Pension Advisors LLC
✚
|
MA | 10.7 |
|
Merit Financial Group LLC
✚
|
GA | 10.6 |