Waddell & Reed Financial Competitors and Similar CompaniesClear all

Waddell & Reed Financial's competitors and similar companies include Mackenzie Investments, Bridgewater Associates and Edward Jones.

	Waddell & Reed Financial Waddell & Reed Financial is an asset and wealth management company.	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.
Founding Date	Founding Date 1937	Founding Date 1967	Founding Date 1975	Founding Date 1941
Type	Type Subsidiary	Type Subsidiary	Type Private	Type Subsidiary
Tags	Tags Financial Services insurance investment management	Tags Financial Services financial management investment management	Tags Investment hedge funds investment management	Tags Financial Services insurance investment management
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
Employees	Employees 1,218	Employees 1,3701% decrease	Employees 1,7651% increase	Employees 44,2521% 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)
Net income	Net income $72.7m (FY, 2020)	Net income N/A	Net income N/A	Net income $1.3b (Y, 2021)
Operating ⚠
Advisors	Advisors 916 (Q1, 2021)	Advisors 30 k (FY, 2020)	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 (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 (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 (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 (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 (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
Clients	Clients N/A	Clients 1 m (May, 2021)	Clients 138 (Dec, 2019)	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