This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Ameritas · Broadridge · Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 01-13-1998
- Office Locations
- 251
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 July 20, 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 July 20, 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 251 reported office locations and 28 years in operation. The source data was last updated on July 20, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
Explore the complete firm intelligence record
AdvizorPro subscribers can review Ameritas Advisory Services, LLC's detailed market signals, platform relationships, investment themes, and prospecting intelligence in one place.
Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
Unlock the underlying categories and values
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
RYAN CHARLES BEASLEY
Board of Directors, Certified Financial Planner
- CRD
- #2943009
- Ownership
- Less than 5%
RICHARD AARON BERTHOLD
VICE PRESIDENT, Vice President Operations
- CRD
- #4433172
- Ownership
- Less than 5%
Showing 2 of 9 owners & executives
Unlock allContacts
BRIAN PATRICK ABAD
Financial Advisor
- CRD
- #2923073
Ana M Abraldes
--
- CRD
- #7183498
Showing 2 of 551 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 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
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
Review the latest reported holdings
Ameritas Advisory Services, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
Continue browsing