Welcome to a community where you are positioned to achieve success.


At Waddell & Reed, we talk about financial planning…a lot. It has played a prominent role in creating a community and shaping a culture where independent financial advisors enjoy camaraderie, feel valued and have resources to achieve success for themselves and their clients.

“At my old firm, I enjoyed the freedom of being my own boss. What I didn’t anticipate was the amount of non-revenue-generating activities like paperwork and office logistics.”

-- Independent financial advisor now affiliated with Waddell & Reed

“I liked being associated with a big name firm and the resources available to me, but I struggled to see the value when so much of my revenue went back to the firm.”

-- Former wirehouse advisor now affiliated with Waddell & Reed

Ready for some real talk about your time, your revenue, your practice? We are too.

Complete our questionnaire and a member of our team will contact you to start the conversation.

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The Seven C's

Our culture was shaped on a set of actionable and attainable principles called The Seven C's. They express who we are, guide our business strategies and are respected company wide.

Everything we do must have the client at its center.

In spirit, and in practice, we strive to meet or exceed
the ethical and operating standards that govern our business.

Everything we do must have the client at its center.

We bring unique value to our clients through the combination of a proven, experienced investment management team and a national network of talented financial advisors.

We always will be focused on building upon our team of financial advisors, our product and service offerings, and our results.

We will be competitive – in products, services and professional acumen – with other providers in the investment management and financial planning business.

We will continue to always foster Waddell & Reed’s unique, familial culture.

Like the sound of our culture? 

Contact us to find out about growing your practice as a financial advisor with Waddell & Reed.

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As an experienced advisor, you want maximum compensation and a supportive environment in which to grow your business.

Waddell & Reed offers world-class support and a compensation structure that rewards you fully for your efforts. In addition, we give you the freedom to shape and grow your business as you choose, unburdened by tasks that divert your focus. It is at this intersection of compensation and support that you will find Waddell & Reed is an industry leader.


Get the balance you're looking for.

Contact us about about exploring your future as an independent financial advisor with Waddell & Reed.

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Everyone needs great leadership. Have confidence that Waddell & Reed’s leaders are unwavering in their commitment to provide you:

Vision. A shared vision informs our collective goals and objectives, and we are unwavering and clear in our communication of that vision. 

Access. You will have access to company leaders, including first-hand knowledge of their decision-making process, and the opportunity to help influence the direction of the company. 

Environment. Everyone in the firm works to create an environment that emphasizes collaboration, trust, empathy and ethics. With these characteristics in place, advisors can work toward the success they envision for their practices.

Field Leadership

Our field leadership team is comprised of leaders from coast to coast. As industry veterans and former advisors, they bring experience, passion, knowledge and sensitivity to their role. Your own region and division leaders will partner with you every day, bringing personal perspective and insight to your challenges and providing guidance to help you succeed.

Corporate Leadership

Our corporate leadership team is comprised of some of the finest and most innovative minds in the financial services industry. They represent a mix of homegrown and outside talent, combining the best of Waddell & Reed’s long history with the best of an ever-changing industry.

Waddell & Reed has independent financial advisor opportunities across the country.

Contact us to find out about growing your practice in your city as a financial advisor with Waddell & Reed.

Contact us Today

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