Many of life’s great journeys share something in common: they start with a well-thought-out plan. Your financial journey is no different. No matter where you’ve set your investment sights, you’ll want a plan to reach your destination.

About Waddell & Reed
Waddell & Reed

We have a plan for your financial future

For more than seven decades, Waddell & Reed has helped millions of Americans develop customized financial plans to help them get to where they want to go in life. Our philosophy is clear and simple:

Investing. Each Waddell & Reed financial advisor has direct access to our investment management team as well as a wide array of highly competitive products and services. Quite simply, we do our own work, believe in our own research and act on our own ideas.

With a plan. We develop comprehensive, personal financial plans tailored specifically to each client’s needs. Over time, we help individuals and families turn their dreams – such as sending children to college, providing for retirement, or simply accumulating assets – into attainable, real solutions that can improve their lives.

By building personalized plans supported with strong investment products, we enable our clients to identify their financial planning goals and to take action toward achieving them.

That’s investing. With a plan.

Our Principles

Our time-honored principles are defined by our approach to investment planning, our well-established history, and our dedicated resources.

Our People

Meet the people who power Waddell & Reed.


Find out where our investment products rank among our industry peers.

Our Community

Learn more about the local organizations and initiatives Waddell & Reed proudly supports.

Legal Documents & Corporate Entities

Learn about important information, documents, procedures and guidelines related to your Waddell & Reed investments.

Financial Advisor Opportunities
Corporate Careers