Clients
Ameritas Investment Partners serves 2,513 clients, 493 of them high-net-worth individuals. The average client has about $12 million with the firm, and high-net-worth clients hold 2% of its $29 billion in assets.
- Investment companies8 clients8%
- Insurance companies86%
- OtherIndividuals, High-net-worth individuals, Pension and profit-sharing plans, Charitable organizations, Corporations and other businesses6%
Show client breakdownHide client breakdown
| Client type | Clients | Regulatory AUM | Share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 1,979 | $328,441,212 | 1.1% | $166K |
| High-net-worth individuals | 493 | $501,447,310 | 1.7% | $1.02M |
| Investment companies | 8 | $2,389,326,091 | 8.2% | $298.7M |
| Pension and profit-sharing plans | 10 | $297,851,094 | 1.0% | $29.8M |
| Charitable organizations | 13 | $49,334,363 | 0.2% | $3.79M |
| Insurance companies | Not reported | $25,005,963,982 | 86.2% | — |
| Corporations and other businesses | 10 | $435,227,935 | 1.5% | $43.5M |
| Total | 2,513 | $29,007,591,987 | 100% | $11.5M |
- Clients
- 1,979
- Regulatory AUM
- $328,441,212
- Share
- 1.1%
- Avg. per client
- $166K
- Clients
- 493
- Regulatory AUM
- $501,447,310
- Share
- 1.7%
- Avg. per client
- $1.02M
- Clients
- 8
- Regulatory AUM
- $2,389,326,091
- Share
- 8.2%
- Avg. per client
- $298.7M
- Clients
- 10
- Regulatory AUM
- $297,851,094
- Share
- 1.0%
- Avg. per client
- $29.8M
- Clients
- 13
- Regulatory AUM
- $49,334,363
- Share
- 0.2%
- Avg. per client
- $3.79M
- Clients
- Not reported
- Regulatory AUM
- $25,005,963,982
- Share
- 86.2%
- Avg. per client
- —
- Clients
- 10
- Regulatory AUM
- $435,227,935
- Share
- 1.5%
- Avg. per client
- $43.5M
Total
- Clients
- 2,513
- Regulatory AUM
- $29,007,591,987
- Share
- 100%
- Avg. per client
- $11.5M
What it does
Ameritas Investment Partners provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutions, pension consulting, selecting other managers and other activities. It is paid through a percentage of assets, fixed fees and other arrangements.
Ameritas Investment Partners advises no private funds.
85.4% of assets ($24.76B across 2,513 accounts) are managed with discretion; $4.24B across 2 accounts are not. $878.7M sits in a wrap fee program the firm both sponsors and manages. 0% of clients are outside the U.S., and 0 clients received advice without assets under management last fiscal year.
What the accounts hold
- Stocks3%
- Exchange-traded equities2%
- Non-exchange-traded equities1%
- Funds3%
- Registered funds2%
- Pooled vehicles1%
- Bonds42%
- Investment grade corporate bonds39%
- U.S. government and agency bonds2%
- High-yield corporate bonds1%
- Cash2%
- Other50%
- Direct mortgage loans, real estate, structured mbs/abs, alternative investments.26%
- Derivatives24%
Custodians
Ameritas Investment Partners’ client accounts are held mainly at J.P. Morgan, with 46% of managed assets. Ameritas Investment Partners has custody of $897.9M for 2,488 clients.
- J.P. MorganJP Morgan Chase Bank, National Association & Co. · Columbus, OH · $13.29B46%
- All other custodians$15.71B54%
Ownership and leadership
Ameritas Holding Company owns 75% or more of Ameritas Investment Partners, and Tina Udell is its CEO.
- Owns 75% or more of Ameritas Investment Partners, Inc.
Ameritas Holding Company
Control person · since July 2007
- Owns 75% or more of Ameritas Holding Company
Ameritas Mutual Holding Company
Control person · since January 1999
Leadership
- Tina UdellDirector, Chair, President & Chief Executive Officer
- Matthew KinsellaVice President & Chief Compliance Officer
- Steven ChristophersenSecretary
- Susan WilkinsonDirector
- Michele WuDirector
Staff
- 51 employees
- 33 in advisory functions
- 7 state-registered reps
- 9 broker-dealer reps
Reported holdings
Ameritas Investment Partners’ reported 13F holdings total $3.75B across 3,174 positions, and the ten largest make up 19.8% of it.
- $3.75B
- Reported 13F value
- 3,174
- Positions
- 19.8%
- In the 10 largest
- +15.4%
- Value vs. prior quarter
- Nvidia Corporation3.6%
- Apple Inc.3.2%
- Microsoft Corp.2.1%
- Amazon Com Inc.1.9%
- Alphabet Inc.1.8%
- Micron Technology Inc.1.8%
- Advanced Micro Devices Inc.1.5%
- Broadcom Inc.1.5%
- iShares TRETF1.3%
- Alphabet Inc.1.3%
Together, the ten largest are 19.8% of reported value.
A 13F covers only exchange-traded long positions the firm holds with discretion, so this $3.75B is not its $29.01B in regulatory assets and does not represent any individual client's portfolio.
Fees
Ameritas Investment Partners is paid through a percentage of assets under management, fixed fees (other than subscription fees) and other.
Ameritas Investment Partners’ fee rates are not included in this profile. Find its brochure on the SEC’s site.
Offices and registrations
Besides its headquarters, Ameritas Investment Partners has 1 office, with 2 listed addresses across 2 states.
Nebraska · 1 listed address
- 5945 R Street, LincolnHQ
Ohio · 1 listed address
- 1880 Waycross Road, Cincinnati
Other business names
Ameritas Investment Partners has reported 1 other business name to the SEC.
- Ameritas Investment Partners
Registration details
- Legal name
- Ameritas Investment Partners, Inc.
- Headquarters
- 5945 R Street, Lincoln, NE 68505-3402
- Phone
- 402-467-6980
- Website
- www.ameritas.com
- SEC file
- 801-55150
- Structure
- Nebraska corporation
- Fiscal year end
- December
This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. See this firm's record on adviserinfo.sec.gov
Common questions
How many clients does Ameritas Investment Partners have?
Ameritas Investment Partners has 2,513 clients and manages $29 billion for them, as of March 2026. They include 1,979 other individuals, 493 high-net-worth individuals and 13 charitable organizations.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 25 March 2026
What services does Ameritas Investment Partners offer?
Ameritas Investment Partners provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutions, pension consulting, selecting other managers and other activities.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Ameritas Investment Partners use?
Ameritas Investment Partners’ separately managed account assets are held at JP Morgan Chase Bank, National Association & Co. (Columbus, OH), with $13,294,393,391. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 25 March 2026
How many financial advisors does Ameritas Investment Partners have?
Ameritas Investment Partners has 7 investment adviser representatives registered with state securities authorities, out of 51 employees, and 33 perform investment advisory functions. 9 are registered representatives of a broker-dealer and 0 are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Ameritas Investment Partners invest in?
At the end of its last fiscal year, Ameritas Investment Partners’ separately managed accounts held 39% investment grade corporate bonds, 26% direct mortgage loans, real estate, structured mbs/abs, alternative investments., 24% derivatives, 2% exchange-traded equities, 2% U.S. government and agency bonds, 2% registered funds (mutual funds, ETFs, BDCs), 2% cash and equivalents, 1% non-exchange-traded equities, 1% high-yield corporate bonds and 1% pooled vehicles (private funds and similar). It advises no private funds of its own.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Ameritas Investment Partners?
Ameritas Investment Partners is owned through a holding company by Ameritas Mutual Holding Company. Its direct owner is Ameritas Holding Company (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 25 March 2026
How does Ameritas Investment Partners get paid?
Ameritas Investment Partners is paid through a percentage of assets under management, fixed fees and other arrangements. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
