Waddell & Reed Financial

Waddell & Reed Financial Operating Metrics

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Waddell & Reed Financial key operating metrics including Advisors, environmental, and social and governance score (ESG).

Advisors

916

Q1, 2021

Licensed Advisor Associates

382

3.0%

Q1, 2021

Licensed Individuals

1.3K

1.4%

Q1, 2021

Operating Metrics

Metrics	FY, 2018	FY, 2019	FY, 2020
Advisors	1.1K	939	936
Licensed Advisor Associates	343	388	397
Licensed Individuals	1.4K	1.3K	1.3K
Assets Under Management	$65.1B	$70.0B	$74.8B
Average Assets Under Management	$78.3B	$70.3B	$66.7B
Average Trailing 12-month Production per Advisor	378K	438K	487K
Assets Under Administration	$51.3B	$60.1B	$69.7B
Net New Average Assets Under Administration	$(3.1B)	$(2.4B)	$(183.0M)
Assets Under Administration (Non-Advisory)	$30.1B	$33.1B	$36.6B
Assets Under Administration (Advisory)	$21.2B	$26.9B	$33.1B
Average Assets Under Administration (Advisory)			$27.6B
Average Assets Under Administration (Non-Advisory)			$32.4B
Average Assets Under Administration			$59.9B

40-49 out of 100

Community

Employees

Environment

Governance

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Source:CSRHub