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 office in Mission
Mission, US

Waddell & Reed Financial Metrics

Waddell & Reed Financial Summary

Market capitalization

$1.4 b

Closing share price

Waddell & Reed Financial's current market capitalization is $1.4 b.

Waddell & Reed Financial Financials

Waddell & Reed Financial's revenue is $978.3 m in FY, 2010 which is a 12.9% 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, %


Operating expense total

$985.8 m$1.1 b$1.1 b


$384.6 m$484.4 m$415.9 m

Interest expense

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

Income tax expense

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

Net Income

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

Operating cash flow

$157.5 m$78.8 m($8.1 m)

Waddell & Reed Financial Market Value History

Waddell & Reed Financial Online Presence

Waddell & Reed Financial News

Waddell & Reed Financial Company Life

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