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AdvisorCensus / Financial advisors / Nebraska / Lincoln / Ameritas Investment Partners, Inc.

Ameritas Investment Partners, Inc.

Lincoln, NESEC-registered investment adviserCRD 109381

Filed as AMERITAS INVESTMENT PARTNERS, INC.

Ameritas Investment Partners, Inc. is an SEC-registered investment advisory firm in Lincoln, NE, registered since 1998, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated March 25, 2026.

28 years
registered since 1998
$29,007,591,987
assets under management
3 arrangements
Percentage of assets, Fixed fees and more
None
disclosure items (Item 11)

Quick answers

From the filing

How is Ameritas Investment Partners, Inc. compensated?

On its Form ADV (Item 5.E, October 2026), Ameritas Investment Partners, Inc. reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); other.

Where is Ameritas Investment Partners, Inc. located?

Ameritas Investment Partners, Inc.'s principal office is in Lincoln, NE, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F).

Is Ameritas Investment Partners, Inc. registered with the SEC or a state?

Ameritas Investment Partners, Inc. is an SEC-registered investment advisory firm, registered since 1998. Status as filed: Approved. CRD 109381.

How much does Ameritas Investment Partners, Inc. manage?

Ameritas Investment Partners, Inc. reports $29,007,591,987 in regulatory assets under management in its Form ADV filing dated March 25, 2026 (85% discretionary).

How have Ameritas Investment Partners, Inc.'s assets and staff changed since 2021?

In the Form ADV data for Ameritas Investment Partners, Inc.: Regulatory assets under management: $21,367,319,738 in the October 2021 data and $29,007,591,987 in the October 2026 data, up 36%. Total employees: 51 in October 2021 and 51 in October 2026. Assets under management move with markets as well as with clients coming and going.

What types of clients does Ameritas Investment Partners, Inc. serve?

By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (1,979); high net worth individuals (493); charitable organizations (13).

Which custodians does Ameritas Investment Partners, Inc. use?

Ameritas Investment Partners, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists JP Morgan Chase as a custodian holding 10% or more of its separately managed account assets.

Does Ameritas Investment Partners, Inc. report any disciplinary disclosures?

Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/109381

From the Form ADV filing

Every figure below is as the firm filed it with regulators, as of October 2026.

How the firm is compensated

Item 5.E
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other

Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ

Fees and minimums

Form ADV Part 2A

The brochure lists different fees for different services or strategies. See the firm's brochure (dated March 25, 2026) for its fees and any account minimum, on the SEC's IAPD site.

Regulatory assets under management

Item 5.F
$29,007,591,987

$29,007,591,987 as of October 2026, filing dated March 25, 2026.

Discretionary: $24,763,163,371.Non-discretionary: $4,244,428,616.

A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means

Who the firm serves

Item 5.D
Individuals (other than high net worth individuals)
Clients 1,979 Assets $328,441,212 (1%)
High net worth individuals
Clients 493 Assets $501,447,310 (2%)
Banking or thrift institutions
Clients 0 Assets $0 (0%)
Investment companies
Clients 8 Assets $2,389,326,091 (8%)
Business development companies
Clients 0 Assets $0 (0%)
Pooled investment vehicles (other than investment companies and business development companies)
Clients 0 Assets $0 (0%)
Pension and profit sharing plans (but not the plan participants or government pension plans)
Clients 10 Assets $297,851,094 (1%)
Charitable organizations
Clients 13 Assets $49,334,363 (0%)
State or municipal government entities (including government pension plans)
Clients Fewer than 5 Assets $0 (0%)
Other investment advisers
Clients 0 Assets $0 (0%)
Insurance companies
Clients Fewer than 5 Assets $25,005,963,982 (86%)
Sovereign wealth funds and foreign official institutions
Clients 0 Assets $0 (0%)
Corporations or other businesses not listed above
Clients 10 Assets $435,227,935 (2%)
Other
Clients 0 Assets $0 (0%)

A firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.

Advisory services

Item 5.G
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (and business development companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other

Registration and firm details

Items 1, 2, 5
Also doing business as
AMERITAS INVESTMENT PARTNERS
Registration
SEC-registered investment adviser. Status as filed: Approved.
Registered since
1998 (28 years)
Employees
Total: 51. Performing investment advisory functions: 33.
Wrap fee program participation
Yes.
Custodians (Schedule D, Section 5.K(3))

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

Other offices (Schedule D, Section 1.F)
1 other office, as of the April 2026 filing
Cincinnati, OH
States registered or notice-filed
51 states or jurisdictions
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SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration

Disclosures

Item 11

None Reports no disclosure items on Form ADV Item 11. View on IAPD.

Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures

Assets and staff over time

Items 5.A, 5.F
$21.4B 2021 $23.1B 2022 $23.1B 2023 $24.9B 2024 $27.2B 2025 $29B 2026
Data periodAssets under managementEmployeesFiling dated
October 2026$29,007,591,98751March 25, 2026
October 2025$27,238,942,48551March 24, 2025
October 2024$24,871,650,72050March 21, 2024
October 2023$23,108,472,28050May 10, 2023
October 2022$23,088,801,13751March 14, 2022
October 2021$21,367,319,73851March 26, 2021

Regulatory assets under management: $21,367,319,738 in the October 2021 data and $29,007,591,987 in the October 2026 data, up 36%.

Total employees: 51 in October 2021 and 51 in October 2026.

As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.

Changes in the filing

Last 12 months

No changes to these filed facts in the last 12 months of filing data.

Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.

Websites listed on Form ADV

Item 1.I
ameritas.comameritas.com/ameritas-investment-partners

Source: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."

Cite this page

AdvisorCensus. Ameritas Investment Partners, Inc. (CRD 109381): Form ADV filing data as of October 2026.
https://advisorcensus.com/firm/ameritas-investment-partners-inc-lincoln-ne-109381