# 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. - CRD: 109381 - Filed as: AMERITAS INVESTMENT PARTNERS, INC. - Also doing business as: AMERITAS INVESTMENT PARTNERS - Registration: SEC-registered investment adviser (status as filed: Approved) - Location: Lincoln, NE - Filing period: October 2026 - Form ADV filing dated: March 25, 2026 - SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/109381 - AdvisorCensus page: https://advisorcensus.com/firm/ameritas-investment-partners-inc-lincoln-ne-109381 ## Quick answers **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. The amounts are in Item 5 of its Form ADV Part 2A brochure. **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 ### Compensation (Item 5.E) - A percentage of assets under your management - Fixed fees (other than subscription fees) - Other ### Custodians (Schedule D, Section 5.K(3)) - JP Morgan Chase 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. ### Regulatory assets under management (Item 5.F) - Total: $29,007,591,987 - Discretionary: $24,763,163,371 - Non-discretionary: $4,244,428,616 ### Clients (Item 5.D) | Client type | Clients | Assets | | --- | --- | --- | | Individuals (other than high net worth individuals) | 1,979 | $328,441,212 | | High net worth individuals | 493 | $501,447,310 | | Banking or thrift institutions | 0 | $0 | | Investment companies | 8 | $2,389,326,091 | | Business development companies | 0 | $0 | | Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 | | Pension and profit sharing plans (but not the plan participants or government pension plans) | 10 | $297,851,094 | | Charitable organizations | 13 | $49,334,363 | | State or municipal government entities (including government pension plans) | Fewer than 5 | $0 | | Other investment advisers | 0 | $0 | | Insurance companies | Fewer than 5 | $25,005,963,982 | | Sovereign wealth funds and foreign official institutions | 0 | $0 | | Corporations or other businesses not listed above | 10 | $435,227,935 | | Other | 0 | $0 | ### 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 ### Firm details - Registered since: 1998 (28 years) - Employees: 51 total, 33 performing advisory functions - Wrap fee program participation: Yes - States registered or notice-filed: AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY - Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11. ### Other offices (Schedule D, Section 1.F), as of the April 2026 filing - Cincinnati, OH ### Websites listed on Form ADV (Item 1.I) - [ameritas.com](https://ameritas.com) - [ameritas.com/ameritas-investment-partners](https://ameritas.com/ameritas-investment-partners) ## Assets and staff over time | Data period | Regulatory assets under management | Employees | Filing dated | | --- | --- | --- | --- | | October 2021 | $21,367,319,738 | 51 | March 26, 2021 | | October 2022 | $23,088,801,137 | 51 | March 14, 2022 | | October 2023 | $23,108,472,280 | 50 | May 10, 2023 | | October 2024 | $24,871,650,720 | 50 | March 21, 2024 | | October 2025 | $27,238,942,485 | 51 | March 24, 2025 | | October 2026 | $29,007,591,987 | 51 | March 25, 2026 | 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. ## Source Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Ameritas Investment Partners, Inc. (CRD 109381): Form ADV filing data as of October 2026.