RIA comparison · SEC Form ADV
Sapient Capital LLC vs Ameritas Advisory Services, LLC
Two independent wealth managers side by side: assets, clients, staff, services and fees, from each firm’s own filing.
The short answer
Sapient Capital LLC and Ameritas Advisory Services, LLC are almost exactly the same size, with $14B and $14B in regulatory assets (Sapient Capital LLC slightly ahead), by their latest Form ADV filings. Ameritas Advisory Services, LLC reports more individual clients (29,363 vs 980), while Sapient Capital LLC’s clients hold more on average (about $12 million each against $450,000). Sapient Capital LLC is based in Indianapolis, Indiana and Ameritas Advisory Services, LLC in Lincoln, Nebraska.
| Figure | Sapient Capital LLC | Ameritas Advisory Services, LLC |
|---|---|---|
| Regulatory AUM | $14B | $14B |
| National rank | #69 | #70 |
| Headquarters | Indianapolis, Indiana | Lincoln, Nebraska |
| Individual clients | 980 | 29,363 |
| High-net-worth clients | 691 | 904 |
| Average client assets | $12 million | $450,000 |
| Accounts | 6,681 | 45,299 |
| Discretionary | 81% of AUM | 52% of AUM |
| Employees | 59 | 797 |
| Advisory staff | 30 | 366 |
| Clients per advisory employee | 33 | 80 |
| Offices | 5 | 248 |
| Form ADV filed | 2026-08-31 | 2026-10-01 |
Sapient Capital LLC
Full profile →Services
- Financial planning
- Portfolio management for individuals and small businesses
- Selecting other advisers
- Other services
How it’s paid
- A percentage of assets under management
- Fixed fees
- Performance-based fees
Ameritas Advisory Services, LLC
Full profile →Services
- Financial planning
- Portfolio management for individuals and small businesses
- Portfolio management for businesses and institutions
- Pension consulting
- Selecting other advisers
- Educational seminars and workshops
How it’s paid
- A percentage of assets under management
- Hourly charges
- Fixed fees
- Other
Questions
Which is bigger, Sapient Capital LLC or Ameritas Advisory Services, LLC?
Sapient Capital LLC, with $14B in regulatory assets under management against $14B at Ameritas Advisory Services, LLC. Nationally they rank #69 and #70 among 5,657 independent wealth management RIAs.
How many clients do Sapient Capital LLC and Ameritas Advisory Services, LLC have?
Sapient Capital LLC reports 980 individual clients (691 high-net-worth) with 30 advisory employees; Ameritas Advisory Services, LLC reports 29,363 (904 high-net-worth) with 366 advisory employees.
How do Sapient Capital LLC and Ameritas Advisory Services, LLC charge clients?
Only Sapient Capital LLC lists performance-based fees on Form ADV. Only Ameritas Advisory Services, LLC lists hourly charges; other forms of compensation. Fee schedules and minimums are in each firm’s Form ADV Part 2A brochure.
What services do Sapient Capital LLC and Ameritas Advisory Services, LLC offer?
Sapient Capital LLC lists other services, which Ameritas Advisory Services, LLC does not. Ameritas Advisory Services, LLC lists portfolio management for businesses and institutions; pension consulting; educational seminars and workshops, which Sapient Capital LLC does not. Both offer financial planning; portfolio management for individuals and small businesses; selecting other advisers.
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Where these numbers come from
Every figure is the firm’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). Average client assets divide the assets held for individual and high-net-worth clients by their number. Ranks compare each firm with all US-based independent wealth management RIAs, the same field as The Largest RIAs. Figures can lag recent deals and market moves.
Not an endorsement or a recommendation of either firm. Before hiring an adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search: Sapient Capital LLC ↗, Ameritas Advisory Services, LLC ↗. How to check a financial advisor →