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AMERITAS ADVISORY SERVICES, LLC

LINCOLN, NE · CRD 317245 · IAPD ↗ · ameritas.com · 800-335-9858

$13.75BRegulatory AUM
366Advisory reps
797Employees
1086Clients
More than 500Planning clients
0Private funds
51States
19Disclosures
wealthSegment
ApprovedSEC status

Filing changes

55
April 2026 — AMERITAS ADVISORY SERVICES, LLC shrank from 473 to 366 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
55
April 2025 — AMERITAS ADVISORY SERVICES, LLC added office(s): 238 -> 254 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
55
August 2024 — AMERITAS ADVISORY SERVICES, LLC's Item 11 disclosure-reporting entries rose by 2 (24 -> 26).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand
55
April 2024 — AMERITAS ADVISORY SERVICES, LLC's Item 11 disclosure-reporting entries rose by 4 (20 -> 24).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand
55
April 2024 — AMERITAS ADVISORY SERVICES, LLC shrank from 529 to 470 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.