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About Waddell & Reed

Our approach is backed by the history, expertise and resources to help you succeed

Waddell & Reed has been serving the financial needs of families, individuals and businesses for more than 80 years.

Founded in 1937 by World War I veterans Chauncey Waddell and Cameron Reed, Waddell & Reed has been dedicated ever since to helping people achieve their financial goals and get where they want to go in life.

As one of the oldest planning firms in the U.S., we provide financial planning, retirement planning, education funding and much more through our national network of financial advisors. 

Advisors serve communities around the country

Advisors serve communities around the country

Today, Waddell & Reed, Inc., has nearly 400 offices in communities around the U.S. Advisors help businesses, families and individuals plan for their future, regardless or background or level of wealth, one step at a time.

Our parent company

Our parent company

Waddell & Reed, Inc. is a subsidiary of publicly traded Waddell & Reed Financial, Inc. (NYSE: WDR).

Through its subsidiaries, Waddell & Reed Financial, Inc. provides investment management and financial planning services to clients throughout the U.S.

Learn more

Learn more about the financial advisor experience at Waddell & Reed. Contact us today.

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