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- Custodian
- Ameritas · Broadridge · Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 01-13-1998
- Office Locations
- 250
Office Locations
About Ameritas Advisory Services, LLC
Ameritas Advisory Services, LLC (Ameritas) provides financial planning and wealth management alongside insurance and employee benefits, serving individuals, families, and business owners. Its investment approach centers on asset allocation and risk management, with portfolios heavily ETF- and mutual fund-based. Lincoln, NE-headquartered with a broad national advisor footprint and custody relationships including Schwab and Fidelity/NFS.
Reported data analysis
What the numbers show
Between September 19, 2025 and October 1, 2026, reported AUM increased 19.5%, from $11.5B to $13.7B.
Across 5 reported observations, AUM increased 45.4% between November 4, 2022 and October 1, 2026, from $9.5B to $13.7B.
Of the latest reported AUM, 52.1% is discretionary and 47.9% is non-discretionary.
The firm reports 366 advisory representatives and 30,804 clients, or 84.2 clients per representative. That equates to $446.3K in reported AUM per client.
The profile lists 250 reported office locations and 28 years in operation. The source data was last updated on October 22, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Industry Interests
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Ameritas Advisory Services, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
RICHARD AARON BERTHOLD
VICE PRESIDENT, Vice President Operations
- CRD
- #4433172
- Ownership
- Less than 5%
ROLLIN LYNN BIEL
--
- CRD
- #5101711
- Ownership
- Less than 5%
Showing 2 of 9 owners & executives
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BRIAN PATRICK ABAD
Financial Advisor
- CRD
- #2923073
Ana M Abraldes
--
- CRD
- #7183498
Showing 2 of 557 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $7,155,342,007 | $324,314 |
| Non-Discretionary | $6,591,101,618 | $283,659 |
| Total | $13,746,443,625 | $303,460 |
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Separately Managed Accounts
SMA allocation detail is available
Ameritas Advisory Services, LLC has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
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Ameritas Advisory Services, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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