DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Ameritas Investment Partners, Inc.
Latest filing Mar 25, 2026
First filing on the tape Mar 27, 2012 · 32 filings
SEC status approved since Jan 13, 1998
RAUM
$29B
reported, Item 5.F
Discretionary
85%
of RAUM
Private clients
2.9%
$830M individuals and HNW
Advisors
7
registered through the firm on IAPD
RAUM per advisor
$4.1B
derived; firm RAUM over IAPD count
Employees
51
33 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
0
reported on Schedule D
History
32 filings and snapshots on the tape
RAUM$29B as of Mar 25, 2026
Mar 27, 2012$11B then
HNW client RAUM$501M as of Mar 25, 2026
Mar 30, 2018$97.1M then
State-registered IARs (5.B.3)7 as of Mar 25, 2026
Mar 27, 20138 then
Employees (5.A)51 as of Mar 25, 2026
Mar 27, 201348 then
Private funds: no history
RAUM +6.5% over the last fiscal year+7.9% a year over threeIARs 7 to 7
Practice profile
derived from the filing of Mar 25, 2026; every figure names its basis
Archetypes, each a printed rule
- Institutional asset manager · institutional share (pensions, government, insurance, corporations, charities, banks, other advisers) at least 60 percent and private-client share under 20 percent
- OCIO / institutional advisory · selection of other advisers (5.G.7) and institutional share at least 50 percent
- Wrap program sponsor · sponsors a wrap fee program (5.I) with at least $100M of wrap assets
- RAUM per advisor
- $4.1BderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 353derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $1.0MderivedHNW RAUM over HNW clients
- Average account
- $11.5MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 85%derivedof RAUM
- Institutional
- 87%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 7.3derivedItem 5.A over advisors
- Advisors per office
- 3.5derived2 offices incl. principal (1.F.5)
- RAUM growth, one year
- +6.5%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +12%derived
- Compensation
- percentage of assets, fixed fees, otherreportedItem 5.E
- Advisory activities
- portfolio management for individuals, portfolio management for businesses and institutions, portfolio management for investment companies, pension consulting, selection of other advisers, otherreportedItem 5.G
- Wrap fee program
- $820MreportedItem 5.I
- Custody
- $898M, 2,488 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Insurance companies$25B86%
- Investment companies$2.4B8.2%
- High-net-worth individuals$501M1.7%
- Corporations and businesses$435M1.5%
- Individuals$328M1.1%
- Pension and profit-sharing plans$298M1.0%
- Charitable organizations$49.3M0.2%
- Individual clients
- 1,979reported
- HNW clients
- 493reported
- Pension plan clients
- 10reported
- Charitable clients
- 13reported
- Accounts
- 2,515reported
- Financial planning clients
- reported
- Wrap fee programs
- $0 sponsored, $59.1M managedreported
- Custody of client assets
- $898M for 2,488 clientsreported
- Compensation
- % of AUM, fixedreported
- Class basis
- private_client_share=0.03 fund_share=0.08 institutional_share=0.87 related_bd=true related_bank=false bd_reps=9.0derived
Advisors registered through the firm
7 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| John Neil Thompson | Denton, Ne | Feb 23, 1996 | 30 y | 0 |
| Tina Jean Udell | Lincoln, Ne | Nov 12, 1999 | 28 y | 0 |
| Catherine A Zehr | Lincoln, Ne | Jul 20, 2001 | 27 y | 0 |
| Joseph Martin Lionberger | Lincoln, Ne | Feb 18, 2003 | 24 y | 0 |
| Christa V Ballenger | Lincoln, Ne | Jan 14, 2005 | 24 y | 1 |
| Dustin David Otradovsky | Lincoln, Ne | Jun 30, 2021 | 20 y | 0 |
| Kevin Francisco Gomez | Lincoln, Ne | Feb 28, 2023 | 12 y | 1 |
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
- Todd W. Dahlstrom to J.P. Morgan Securities LLCOct 7, 2010 · Other
Joined, latest
- Kevin Francisco Gomez from Ameritas Advisory Services, LLCFeb 28, 2023 · Other
- Christa V Ballenger from Smith Hayes Advisers IncJan 14, 2005 · Other
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- James Steven Christophersen · Secretarycontrolsince 01/2023 · owns less than 5%
- John Matthew Kinsella · Vice President & Chief Compliance Officercontrolsince 03/2021 · owns less than 5%
- Jean Tina Udell · Director, Chair, President & Chief Executive Officercontrolsince 01/2023 · owns less than 5%
- Kay Susan Wilkinson · Directorcontrolsince 01/2017 · owns less than 5%
- Xiaoming Michele Wu · Directorcontrolsince 01/2024 · owns less than 5%
Entity owners
- Ameritas Holding Company · Ownerdirect · owns 75% or more
- Ameritas Mutual Holding Company · Ownerindirect · owns 75% or more of Ameritas Holding Company
Related persons
Schedule D 7.A
- Ameritas Advisory Services, LLCinvestment advisernRAUM $14B
- Ameritas Advisory Servicesbroker-dealerreal estatenRAUM $7.8B
- Ameritas Life Insurance Corp.real estaten
- Ameritas Life Insurance Corp. Of New Yorkreal estaten
- Variable Contracts Agency, LLCreal estaten
Advisers that list Ameritas Investment Partners, Inc. as a related person
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Lincoln, Ne · principal | 7 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
- Cincinnati, OH13 employees
What changed
consecutive filings, newest first
- Accounts · 2,239 to 2,515Mar 24, 2025 to Mar 25, 2026
- BD registered reps · 6 to 9Mar 24, 2025 to Mar 25, 2026
- Corporate clients · 12 to 10Mar 24, 2025 to Mar 25, 2026
- HNW clients · 405 to 493Mar 24, 2025 to Mar 25, 2026
- Individual clients · 1,793 to 1,979Mar 24, 2025 to Mar 25, 2026
- Pension plan clients · 5 to 10Mar 24, 2025 to Mar 25, 2026
- Assets in custody · $743M to $898MMar 24, 2025 to Mar 25, 2026
- Discretionary RAUM · $23B to $25BMar 24, 2025 to Mar 25, 2026
- HNW RAUM · $401M to $501MMar 24, 2025 to Mar 25, 2026
- Individual RAUM · $291M to $328MMar 24, 2025 to Mar 25, 2026
- Non-discretionary RAUM · $4.1B to $4.2BMar 24, 2025 to Mar 25, 2026
- Pension RAUM · $318M to $298MMar 24, 2025 to Mar 25, 2026
- RAUM · $27B to $29BMar 24, 2025 to Mar 25, 2026
- Wrap assets (manager) · $61.3M to $59.1MMar 24, 2025 to Mar 25, 2026
- Accounts · 1,982 to 2,239Jan 28, 2025 to Mar 24, 2025
- Advisory employees · 30 to 33Jan 28, 2025 to Mar 24, 2025
- Charity clients · 9 to 13Jan 28, 2025 to Mar 24, 2025
- Corporate clients · 11 to 12Jan 28, 2025 to Mar 24, 2025
- HNW clients · 304 to 405Jan 28, 2025 to Mar 24, 2025
- Individual clients · 1,642 to 1,793Jan 28, 2025 to Mar 24, 2025
- Pension plan clients · 7 to 5Jan 28, 2025 to Mar 24, 2025
- Assets in custody · $620M to $743MJan 28, 2025 to Mar 24, 2025
- Employees · 50 to 51Jan 28, 2025 to Mar 24, 2025
- Financial planning clients · unset to Jan 28, 2025 to Mar 24, 2025
- Discretionary RAUM · $21B to $23BJan 28, 2025 to Mar 24, 2025
- HNW RAUM · $300M to $401MJan 28, 2025 to Mar 24, 2025
- Individual RAUM · $246M to $291MJan 28, 2025 to Mar 24, 2025
- Non-discretionary RAUM · $3.8B to $4.1BJan 28, 2025 to Mar 24, 2025
- Pension RAUM · $335M to $318MJan 28, 2025 to Mar 24, 2025
- RAUM · $25B to $27BJan 28, 2025 to Mar 24, 2025
- Wrap assets (manager) · $63.8M to $61.3MJan 28, 2025 to Mar 24, 2025
- Assets in custody · unset to 620242248.0Mar 21, 2024 to Jan 28, 2025
- Custody of client assets · false to trueMar 21, 2024 to Jan 28, 2025
- Accounts · 1,823 to 1,982Jan 30, 2024 to Mar 21, 2024
- Advisory employees · 32 to 30Jan 30, 2024 to Mar 21, 2024
- Charity clients · 8 to 9Jan 30, 2024 to Mar 21, 2024
- HNW clients · 226 to 304Jan 30, 2024 to Mar 21, 2024
- Individual clients · 1,562 to 1,642Jan 30, 2024 to Mar 21, 2024
- Discretionary RAUM · $19B to $21BJan 30, 2024 to Mar 21, 2024
- HNW RAUM · $213M to $300MJan 30, 2024 to Mar 21, 2024
Signals
11 dated events
- Michael Robert Jurgensmeier (Director) no longer on Schedule A of Ameritas Investment Partners, Inc. (listed 2023-05-10, absent 2024-01-30)Jan 30, 2024 · Control person left · inference
- Xiaoming Michele Wu (Director) appeared on Schedule A of Ameritas Investment Partners, Inc.Jan 30, 2024 · Control person joined · fact
- Jean Tina Udell (Director, Chair, President & Chief Executive Officer) appeared on Schedule A of Ameritas Investment Partners, Inc.Jan 26, 2023 · Control person joined · fact
- James Steven Christophersen (Secretary) appeared on Schedule A of Ameritas Investment Partners, Inc.Jan 26, 2023 · Control person joined · fact
- Anne Karen Dike (Secretary) no longer on Schedule A of Ameritas Investment Partners, Inc. (listed 2022-03-14, absent 2023-01-26)Jan 26, 2023 · Control person left · inference
- James Mikus (Director, Chairman, President & Chief Executive Officer) no longer on Schedule A of Ameritas Investment Partners, Inc. (listed 2022-03-14, absent 2023-01-26)Jan 26, 2023 · Control person left · inference
- Wallace William Lester (Director) no longer on Schedule A of Ameritas Investment Partners, Inc. (listed 2021-10-29, absent 2022-03-11)Mar 11, 2022 · Control person left · inference
- Gerard Thomas Knipper (Vice President & Chief Compliance Officer) no longer on Schedule A of Ameritas Investment Partners, Inc. (listed 2020-08-28, absent 2021-03-26)Mar 26, 2021 · Control person left · inference
- Quintin Gerald Herbert (Vice President, Chief Financial Officer & Treasurer) no longer on Schedule A of Ameritas Investment Partners, Inc. (listed 2020-08-28, absent 2021-03-26)Mar 26, 2021 · Control person left · inference
- John Matthew Kinsella (Vice President & Chief Compliance Officer) appeared on Schedule A of Ameritas Investment Partners, Inc.Mar 26, 2021 · Control person joined · fact
- Michael Robert Jurgensmeier (Director) appeared on Schedule A of Ameritas Investment Partners, Inc.Mar 26, 2021 · Control person joined · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Website
- ameritas.comreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 402-467-6980reportedpublic record, Form ADV, Mar 25, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Institutional managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $4.1Bderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026