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.

Mission, US
Size (employees)
1,447 (est)-14%
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 Metrics

Waddell & Reed Financial Financial Metrics

Revenue (2016)

$1.2 b

Revenue growth (2015-16), %


Net income (2016)

$148.3 m

Market capitalization (21-Mar-2017)

$1.4 b

Closing share price (21-Mar-2017)


Cash (31-Dec-2016)

$555.1 m
Waddell & Reed Financial's current market capitalization is $1.4 b.
Waddell & Reed Financial's revenue was reported to be $1.2 b in FY, 2016 which is a 18.3% decrease from the previous period.
FY, 2010FY, 2011FY, 2012FY, 2013FY, 2014FY, 2015FY, 2016


$978.3 m$1.1 b$1.2 b$1.4 b$1.6 b$1.5 b$1.2 b

Revenue growth, %


General and administrative expense

$86.4 m$104.6 m$105.1 m$84 m

Operating expense total

$985.8 m$1.1 b$1.1 b$1 b


$384.6 m$484.4 m$415.9 m$236.4 m

EBIT margin, %


Interest expense

$12.7 m$11.4 m$11.3 m$11.2 m$11 m$11.1 m$11.1 m

Pre tax profit

$393.2 m$490.2 m$399.5 m$224.5 m

Income tax expense

$86.9 m$104.7 m$108.5 m$140.2 m$176.8 m$154 m$76.2 m

Net Income

$253 m$313.3 m$245.5 m$148.3 m
Y, 2010Y, 2011Y, 2012Y, 2013Y, 2014Y, 2015FY, 2016


$190.1 m$323.9 m$330.3 m$487.8 m$566.6 m$558.5 m$555.1 m

Accounts Receivable


$9.4 m$15 m$35 m$20.6 m

Current Assets

$1 b$1.2 b$1.2 b$1.1 b


$72.6 m$92.3 m$105.4 m$102.4 m

Total Assets

$1.3 b$1.5 b$1.6 b$1.4 b

Accounts Payable

$18.8 m$32.3 m$32.9 m$28 m

Total Debt

$190 m

Current Liabilities

$419.7 m$463 m$443.2 m$297 m

Additional Paid-in Capital

$267.4 m$318.6 m$331.6 m$291.9 m

Retained Earnings

$850.6 m$1 b$1.1 b$1.1 b

Total Equity

$687.3 m$786.1 m$846.5 m$844 m

Financial Leverage

1.9 x1.9 x1.8 x1.7 x
FY, 2013FY, 2014FY, 2015FY, 2016

Net Income

$253 m$313.3 m$245.5 m$148.3 m

Depreciation and Amortization

$13.7 m$14.8 m$16 m$18.4 m

Accounts Receivable

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


Accounts Payable

Cash From Operating Activities

$286.9 m$345 m$234 m$123.6 m

Purchases of PP&E

($16.9 m)($35.6 m)($29.6 m)($15.7 m)

Cash From Investing Activities

($39.1 m)($22.6 m)$75.9 m

Dividends Paid

($96 m)($115.3 m)($144 m)($152.8 m)

Interest Paid

$10.3 m$10.3 m$10.3 m$10.3 m

Income Taxes Paid

$124.2 m$165.2 m$152.3 m

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