Ameritas Investment Company, Llc
$293M reported client assets across 3 advisory firms in FY2025 annual amendments
Reported client assets over time
$13.4M
$14.2M
2023
2025
Same-firm comparison: 1 firms that reported Ameritas Investment Company, Llc in both FY2024 and FY2025 annual amendments (ADV Item 5.K.(3)). Fiscal years come directly from the SEC filing-type table; filing dates are not used as a year-end proxy. No matched data for FY2021, FY2022.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Prudent Investor Advisors, Llc | $274M | $1.3B | 21.0% | 03/26/2026 |
| Physician Wealth Advisors, Inc. | $14.2M | $2.0B | 0.7% | 03/19/2026 |
| Sonnet, Llc | $4.5M | $148M | 3.0% | 03/25/2026 |
From Form ADV Schedule D 5.K.(3): custodians named at the 10%-of-SMA-assets threshold, with reported dollar amounts. "Share" is reported amount as a share of the firm's total regulatory AUM.