Asset manager · Lincoln, NE
Ameritas Investment Partners, Inc.
SEC-registered investment adviser · CRD 109381 · SEC 801-55150
At a glance
Ameritas Investment Partners, Inc. is an SEC-registered investment adviser based in Lincoln, Nebraska, with $29.0 billion in regulatory assets under management as of its Form ADV filed March 25, 2026. Its largest client group by assets is insurance companies, and it reports 2,472 individual clients. By Form ADV it is a asset manager, ranked 306th of 3,218 asset managers and 675th of 17,210 SEC-registered advisers by assets.
Main office 402-467-6980ameritas.comAs filed on Form ADV
- Regulatory AUM
- $29B
- Rank among asset managers
- #306 of 3,218
- Rank among all SEC RIAs
- #675 of 17,210
- Rank in Nebraska
- #3 of 71
- Individual clients
- 2,472
- High-net-worth clients
- 493
- Accounts
- 2,515
- Discretionary
- 85% of AUM
- Employees
- 51
- Advisory staff
- 33
- Offices
- 2
Owners and executives on its Form ADV
- Susan K. WilkinsonDirector
- Matthew J. KinsellaVice President & Chief Compliance Officer
- Tina J. UdellDirector, Chair, President & Chief Executive Officer
- Steven J. ChristophersenSecretary
- Michele X. WuDirector
Custody and brokerage
Broker-dealer
Hybrid RIA
Ameritas Investment Partners, Inc. is a hybrid RIA: 9 of its employees are also registered representatives of a broker-dealer. It names an affiliated broker-dealer: Ameritas Investment Company, LLC.
- Ameritas Investment Company, LLC ↗CRD 14869
An introducing broker-dealer: its trades clear through National Financial Services (Fidelity), which holds the brokerage accounts. Its annual audited report filed with the SEC, March 2026
Its Form ADV brochure (filed March 2026) names Ameritas Investment Company as the broker-dealer its advisers are registered with.
AIP associates may also be registered representatives of AIC.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Insurance companies | – | $25B | 86% |
| Investment companies | 8 | $2.4B | 8% |
| High-net-worth individuals | 493 | $501M | 2% |
| Corporations or other businesses | 10 | $435M | 2% |
| Individuals | 1,979 | $328M | 1% |
| Pension and profit sharing plans | 10 | $298M | 1% |
| Charitable organizations | 13 | $49M | <1% |
Disciplinary disclosures
Ameritas Investment Partners, Inc. reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for individuals and small businesses
- Portfolio management for investment companies
- Portfolio management for businesses and institutions
- Pension consulting
- Selecting other advisers
- Other services
How it’s paid
- A percentage of assets under management
- Fixed fees
- Other
Form ADV and brochures on the SEC’s adviser search ↗ameritas.com ↗
AtlasMembers
The full record on Ameritas Investment Partners, Inc.
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
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- Growth over one, three and five years
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- Rank against 379 peers of its type and size
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- Owners and executives, with titles and stakes
- 5 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Background
Questions
How much does Ameritas Investment Partners, Inc. manage?
Ameritas Investment Partners, Inc. reports $29.0 billion in regulatory assets under management across 2,515 accounts, 85% of it on a discretionary basis, on its Form ADV filed March 25, 2026.
What kind of firm is Ameritas Investment Partners, Inc.?
Ameritas Investment Partners, Inc. is a asset manager by its Form ADV answers. Most of its assets are managed for funds, institutions or other businesses rather than individuals.
Who are Ameritas Investment Partners, Inc.’s clients?
By assets, its largest client types are insurance companies ($25.0 billion); investment companies ($2.4 billion, 8 clients); high-net-worth individuals ($501 million, 493 clients).
Does Ameritas Investment Partners, Inc. have any disciplinary history?
Ameritas Investment Partners, Inc. reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Ameritas Investment Partners, Inc.’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-03-25), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →