Waddell & Reed Financial Competitors and Similar CompaniesClear all
Waddell & Reed Financial's competitors and similar companies include Mackenzie Investments, Bridgewater Associates, Edward Jones and Tecis Finanzdienstleistungen.
 Mackenzie Investments Mackenzie Investments (also known as Mackenzie Financial Corporation) is an asset management company. |  Bridgewater Associates Bridgewater Associates is a company that provides investment management services. |  Edward Jones Edward Jones is a financial services firm dedicated to serving the needs of individual investors. |  Tecis Finanzdienstleistungen Tecis Finanzdienstleistungen is a financial advisory firm that provides investment planning solutions. | ||
Founding Date | Founding Date 1937 | Founding Date 1967 | Founding Date 1975 | Founding Date 1941 | Founding Date N/A |
Type | Type Subsidiary | Type Subsidiary | Type Private | Type Subsidiary | Type Private |
Tags | |||||
Locations | Locations Mission, US HQ | Locations Toronto, CA HQ Calgary, CA Montréal, CA Vancouver, CA Beijing, CN Hong Kong, HK Dublin, IE see more | Locations Westport, US HQ | Locations Des Peres, US HQ Mississauga, CA Tempe, US | Locations Hamburg, DE HQ |
Employees | Employees 1,218 | Employees 1,3701% decrease | Employees 1,7651% increase | Employees 44,2521% increase | Employees 2,3621% increase |
Financial | |||||
Revenue (est.) | Revenue (est.) $1b (FY, 2020) | Revenue (est.) $808.4m (FY, 2020) | Revenue (est.) N/A | Revenue (est.) $10.2b (Y, 2021) | Revenue (est.) N/A |
Net income | Net income $72.7m (FY, 2020) | Net income N/A | Net income N/A | Net income $1.3b (Y, 2021) | Net income N/A |
Operating ⚠ | |||||
Advisors | Advisors 916 (Q1, 2021) | Advisors 30 k (FY, 2020) | Advisors N/A | Advisors N/A | Advisors N/A |
Assets Under Management | Assets Under Management $76b (Q1, 2021) | Assets Under Management $197.6b (May, 2021) | Assets Under Management $234.9b (Dec, 2019) | Assets Under Management N/A | Assets Under Management N/A |
Assets Under Management (Charitable Organizations) | Assets Under Management (Charitable Organizations) N/A | Assets Under Management (Charitable Organizations) $3.9m (Mar, 2021) | Assets Under Management (Charitable Organizations) $909.2m (Dec, 2019) | Assets Under Management (Charitable Organizations) N/A | Assets Under Management (Charitable Organizations) N/A |
Assets Under Management (Other) | Assets Under Management (Other) N/A | Assets Under Management (Other) $62.2m (Mar, 2021) | Assets Under Management (Other) $11.3b (Dec, 2019) | Assets Under Management (Other) N/A | Assets Under Management (Other) N/A |
Assets Under Management (Pension and Profit Sharing Plans) | Assets Under Management (Pension and Profit Sharing Plans) N/A | Assets Under Management (Pension and Profit Sharing Plans) $1.9b (Mar, 2021) | Assets Under Management (Pension and Profit Sharing Plans) $5b (Dec, 2019) | Assets Under Management (Pension and Profit Sharing Plans) N/A | Assets Under Management (Pension and Profit Sharing Plans) N/A |
Assets Under Management (Pooled Investment Vehicles) | Assets Under Management (Pooled Investment Vehicles) N/A | Assets Under Management (Pooled Investment Vehicles) $111.7b (Mar, 2021) | Assets Under Management (Pooled Investment Vehicles) $206b (Dec, 2019) | Assets Under Management (Pooled Investment Vehicles) N/A | Assets Under Management (Pooled Investment Vehicles) N/A |
Assets Under Management (State or Municipal Government Entities) | Assets Under Management (State or Municipal Government Entities) N/A | Assets Under Management (State or Municipal Government Entities) $119.4m (Mar, 2021) | Assets Under Management (State or Municipal Government Entities) $7.9b (Dec, 2019) | Assets Under Management (State or Municipal Government Entities) N/A | Assets Under Management (State or Municipal Government Entities) N/A |
Clients | Clients N/A | Clients 1 m (May, 2021) | Clients 138 (Dec, 2019) | Clients N/A | Clients N/A |
Funding | |||||
Total funding raised | Total funding raised N/A | Total funding raised N/A | Total funding raised $ 22m | Total funding raised $ 59.9m | Total funding raised N/A |
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Mackenzie Investments
HQ
Toronto, CA
Mackenzie Investments (also known as Mackenzie Financial Corporation) is an asset management company.
View companyBridgewater Associates
HQ
Westport, US
Employees
1,765↑ 1% increase
Bridgewater Associates is a company that provides investment management services.
View companyEdward Jones
HQ
Des Peres, US
Edward Jones is a financial services firm dedicated to serving the needs of individual investors.
View companyTecis Finanzdienstleistungen
HQ
Hamburg, DE
Employees
2,362↑ 1% increase
Tecis Finanzdienstleistungen is a financial advisory firm that provides investment planning solutions.
View company