Ameritas Advisory Services, LLC
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Overview
Ameritas Advisory Services, LLC operates as a financial advisory company that has its headquarters in Lincoln, Nebraska. The firm administers $8.5 billion in total assets over 35,218 customer accounts, placing it among the largest investment advisory firms in the country by assets under management (AUM). Ameritas Advisory Services, LLC has a large group, including 529 financial advisors. Ameritas Advisory Services, LLC does not act as a registered broker-dealer, signifying that the company is not able to buy and sell securities for its customers' and own accounts and instead has to go through a broker-dealer company to do so. Securities are defined as exchangable financial investments like bonds, stocks and options.
Ameritas Advisory Services, LLC administers 12,709 of the company's accounts on a discretionary basis. Discretionary management signifies that transaction judgments for the client's account are made by an investment advisor without requiring the client's consent. The company also oversees 22,509 non-discretionary accounts with a total of $5.5 billion in assets under management. Ameritas Advisory Services, LLC's average account size is $242,342. An average financial advisor at Ameritas Advisory Services, LLC administers about 67 client accounts, placing it towards the middle in terms of personalization.
The firm's headquarters is located at 5900 O Street, Lincoln, Nebraska 68510. Ameritas Advisory Services, LLC is legally permitted to serve clients throughout 51 U.S. states and territories.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Ameritas Advisory Services, LLC by the Numbers
$8.5 billion
592
35,218
$242.3 thousand
Products and Services
Ameritas Advisory Services, LLC offers a variety of financial services, which can include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. In the past fiscal year, it provided financial planning services to 1000 of its accounts. Ameritas Advisory Services, LLC is not engaged in selling products or offering services apart from investment advisory services to its investment advisory customers. Ameritas Advisory Services, LLC is affiliated with a number of other companies in the financial services industry, including with a broker-dealer or securities dealer, insurance company or agency, pension consultant and commodity pool advisor.
Core Advisor Services
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Offered by 31% of firms
Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Offered by 46% of firms
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Find a firm that offers this service
Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Offered by 20% of firms
Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Find a firm that offers this service
Publication of Periodicals
This is the publication of various financial education materials.
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Offered by 6% of firms
Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
A financial advisor's fees largely vary depending on the financial services offered. Fees charged by the company likely include some blend of the following fee types: asset-based, hourly, fixed or other. Wrap fee programs, or the practice of bundling services for a single fee, are offered by the firm.
Available
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Offered by 69% of firms
Percentage of Assets
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Offered by 21% of firms
Hourly
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Offered by 32% of firms
Fixed
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Offered by 10% of firms
Other
Unavailable
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
Types of Clients
Ameritas Advisory Services, LLC works with a number of different clients. The company works with retail investors, high net worth investors, pension plans, charitable organizations, state or municipal government entities, insurance companies and corporations. Out of its 35,218 customers, Ameritas Advisory Services, LLC's biggest client type by number of accounts is retail investors, although it also manages money for 454 high-net-worth individuals. A high-net-worth individual is defined by the SEC as a person who has at least $750,000 in AUM or a net worth of at least $1.50 million or who counts as a "qualified purchaser" (a standard met by having at least $5 million in investments). None of the firm's clients are represented by non-U.S. persons.
- High-Net-Worth Individuals* - 1.88%
- Other Individuals - 96.06%
- Corporations - 1.9%
- Charitable Organizations - 0.16%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Ameritas Advisory Services, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Ameritas Advisory Services, LLC
Perrysburg, OH
Lincoln, NE
Westborough, MA
Lincoln, NE
Orange Park, FL
Overland Park, KS
Salisbury, MD
Overland Park, KS
San Ramon, CA
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