Ameritas Enhances Growth Strategy to Support Financial Advisors and Clients

In a bold move to bolster its advisory services, Ameritas is taking significant steps to enhance its support for financial professionals across the country. The firm is channeling resources into recruiting, business development, and comprehensive planning, all underpinned by a commitment to helping advisors grow their practices while delivering exceptional service to clients.

Strengthening the Backend: Resources and Support

Ameritas is focused on expanding its advisor recruiting and business development capabilities. The aim is to connect financial professionals with the vast array of resources, cutting-edge technology, and support options available through Ameritas Investment Company, LLC (AIC) and Ameritas Advisory Services, LLC (AAS). According to Jeremy Robson, the president of AIC and AAS, today's financial professionals are increasingly seeking a partner that goes beyond mere products and platforms. They crave a firm that can assist in delivering holistic planning solutions whilst allowing them the independence and flexibility to serve their clients effectively.

"As client needs become more complex, financial professionals want access to a broader range of planning resources and support," Robson explains. By emphasizing an integrated approach to both investment and protection needs, Ameritas aims to address the multifaceted financial landscapes that clients navigate today.

Comprehensive Advisory Services

Ameritas provides a robust suite of services for financial professionals, ranging from wealth management to protection planning and retirement income strategies. The core philosophy is that financial professionals are now looking for comprehensive solutions that allow them to ensure both investment and protection needs are met through a coordinated effort.

With a vast national presence, Ameritas currently supports over 550 financial professionals who manage approximately $22.2 billion in customer assets and $13.7 billion in assets under management as of the end of 2025. This places AIC and AAS among the top 20 independent broker-dealers in wealth management by annual revenue, as noted in Financial Planning's IBD Elite 2026 survey.

Commitment to Growth and Relationships

The firm’s mission extends beyond just offering competitive products and technology. Relationships are deemed paramount in this fast-evolving industry, and Robson is keen to stress the importance of building strong connections. He acknowledged that, although technological advancements and products are crucial, a solid relationship with clients and within the advisory community is what ultimately fosters successful outcomes.

To this end, Ameritas is dedicated to providing financial professionals direct access to leadership, experienced support teams, and vital resources that can help them not only survive but truly thrive in the financial advisory environment.

Ameritas continues to enhance its marketplace presence among independent broker-dealers and registered investment advisors by offering educational programs, thought leadership, and strategic industry partnerships. This holistic approach tantalizes advisors who are eager for growth while ensuring they can deliver personalized service and precise guidance to their clients.

To delve deeper into Ameritas’ financial professional experience and its innovative growth strategy, interested parties can engage with insights available on platforms such as the Ameritas YouTube channel, which features key discussions on achieving long-term success in the financial advisory space.

About Ameritas

Founded in 1887, Ameritas operates under the marketing name for Ameritas Mutual Holding Company and its affiliated subsidiaries, which include Ameritas Life Insurance Corp, Ameritas Investment Company, LLC, and Ameritas Advisory Services, LLC. With a diverse portfolio spanning life insurance, annuities, individual disability income insurance, and group care products, Ameritas offers a comprehensive range of services aimed at individuals, families, and businesses alike. For more detailed information, visit ameritas.com.