Waddell & Reed Financial

Since opening our doors in 1937, our approach has remained decidedly simple, genuine and straightforward: know our clients well, treat them with respect and measure our success by their success. Our personal approach is the reason Waddell & Reed advisors typically enjoy long-lasting client relationships. We take your journey seriously, and will be there every step of the way, focusing on these key principles:
Listening. To us, success demands not only a deep understanding of your objectives, but your needs, values, time horizon, risk tolerance and expectations.
Planning. By building personalized plans supported with highly competitive investment products and dedicated service, we enable you to not only identify goals, but take consistent action toward achieving them.
Advising. Our mission, every day, is to help clients at all stages and through the changes that life may bring.

Company Growth (employees)
Mission, US
Size (employees)
1,447 (est)
Waddell & Reed Financial was founded in 1937 and is headquartered in Mission, US

Waddell & Reed Financial Office Locations

Waddell & Reed Financial has an office in Mission
Mission, US (HQ)
6300 Lamar Ave

Waddell & Reed Financial Data and Metrics

Waddell & Reed Financial Financial Metrics

Waddell & Reed Financial's revenue was reported to be $1.2 b in FY, 2016

Net income (Q1, 2017)

33.5 m

EBIT (Q1, 2017)

52.6 m

Market capitalization (19-Sep-2017)

1.5 b

Cash (31-Mar-2017)

565.2 m
Waddell & Reed Financial's current market capitalization is $1.5 b.
USDFY, 2010FY, 2011FY, 2012FY, 2013FY, 2014FY, 2015FY, 2016


978.3 m1.1 b1.2 b1.4 b1.6 b1.5 b1.2 b

Revenue growth, %


General and administrative expense

86.4 m104.6 m105.1 m84 m

Operating expense total

86.4 m104.6 m105.1 m84 m
USDQ2, 2014Q3, 2014Q1, 2015Q2, 2015Q3, 2015Q1, 2016Q2, 2016Q3, 2016Q1, 2017

General and administrative expense

27.9 m25.5 m19.2 m19.3 m23.3 m25.7 m

Operating expense total

27.9 m25.5 m19.2 m19.3 m23.3 m25.7 m


111 m109 m71.4 m53.8 m73.8 m52.6 m

Interest expense

2.8 m2.8 m2.8 m2.8 m2.8 m2.8 m
USDY, 2010Y, 2011Y, 2012Y, 2013Y, 2014Y, 2015FY, 2016


190.1 m323.9 m330.3 m487.8 m566.6 m558.5 m555.1 m

Accounts Receivable

4.3 m


9.4 m15 m35 m20.6 m

Current Assets

1 b1.2 b1.2 b1.1 b
USDQ2, 2014Q3, 2014Q1, 2015Q2, 2015Q3, 2015Q1, 2016Q2, 2016Q3, 2016Q1, 2017


507.7 m529 m610.8 m614.9 m612.7 m447.1 m467.5 m529.8 m565.2 m

Current Assets

1.1 b1.1 b1.1 b1.1 b1.1 b1.1 b1.1 b1.1 b1.1 b


83 m86.6 m97.4 m98.2 m100.4 m106.8 m105.9 m105.8 m99.1 m

Total Assets

1.4 b1.4 b1.5 b1.5 b1.4 b1.4 b1.4 b1.4 b1.4 b
USDFY, 2013FY, 2014FY, 2015FY, 2016

Net Income

253 m313.3 m245.5 m148.3 m

Depreciation and Amortization

13.7 m14.8 m16 m18.4 m

Accounts Receivable

(5.7 m)(75 m)(3.8 m)

Cash From Operating Activities

286.9 m345 m234 m123.6 m
USDQ2, 2014Q3, 2014Q1, 2015Q2, 2015Q3, 2015Q1, 2016Q2, 2016Q3, 2016Q1, 2017

Net Income

157.9 m232.4 m67.1 m134.6 m182.6 m37.5 m71 m125.8 m33.5 m

Depreciation and Amortization

6.9 m10.7 m4 m8.1 m12.2 m4.4 m8.6 m13.2 m5.2 m

Accounts Receivable

(63.4 m)(24.3 m)69.5 m65.3 m44.2 m

Cash From Operating Activities

129.1 m260.2 m90.3 m155.8 m230.6 m(47.3 m)18.4 m66.1 m49.2 m
Y, 2017

Financial Leverage

1.6 x
Show all financial metrics

Waddell & Reed Financial Market Value History

Traffic Overview of Waddell & Reed Financial

Waddell & Reed Financial Online and Social Media Presence

Waddell & Reed Financial News and Updates

MORGAN STANLEY: These 12 stocks have the most downside

Morgan Stanley on Tuesday released its list of "Global Secularly Challenged Stocks," identifying a total of 81 stocks as that have "exposure to longer-term secular challenges, and where the risk-reward is unfavourable." Below we present the top 12 of the total 36 North Amer…

Waddell & Reed Financial Company Life and Culture

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