AMERITAS INVESTMENT COMPANY, LLC

PEER BENCHMARKS

Understanding SEC Peer Groups

A firm's peer group is calculated based on public self-reported AUM benchmarked against a population of RIAs who submitted a Form ADV to the Securities and Exchange Commission.

SEC Peer Benchmark Details

Firm Self-Reported AUM
$7.8B
Peer Group AUM Range
$7.4B - $8.1B
Sample Size
70
Firm Age (Years)
PEER GROUP AVERAGE
15
Structure
PEER GROUP AVERAGE
Limited Liability Company (42 firms)
Discretionary Accounts
PEER GROUP AVERAGE
1,629
Discretionary AUM
PEER GROUP AVERAGE
$6.6B
Non-Discretionary Accounts
PEER GROUP AVERAGE
420
Non-Discretionary AUM
PEER GROUP AVERAGE
$1.1B
Total Clients
PEER GROUP AVERAGE
1,380
Total AUM
PEER GROUP AVERAGE
$7.7B
Offices
PEER GROUP AVERAGE
8
Total Employees
PEER GROUP AVERAGE
92
Investment Advisors
PEER GROUP AVERAGE
63
Registered Representatives
PEER GROUP AVERAGE
42
Licensed Insurance Agents
PEER GROUP AVERAGE
33
Foreign Clients
PEER GROUP AVERAGE
34.3%
Clients Without Regulatory Assets
PEER GROUP AVERAGE
559
Compensation
PEER GROUP AVERAGE
FIRM VALUE
Percentage of AUM Yes 68 Firms Yes
Hourly Charges No 59 Firms Yes
Subscription Fees No 70 Firms No
Fixed Fees No 45 Firms Yes
Commissions No 69 Firms Yes
Performance Based Fees Yes 47 Firms Yes
Other No 52 Firms Yes

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