Why Waddell & Reed?

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Your success is built on your drive to own a business that's profitable, meaningful and beneficial to clients.

You've invested considerable skill and passion to sustain and grow that business. You deserve a partner who invests in you.

Waddell & Reed prevails competitively in a constantly evolving industry, reinventing while remaining true to the tenets that have shaped us, and always respecting what our advisors value most:

OWNERSHIP

Achieve for your business all that independent advisors value – client relationships, practice model flexibility, brand identity, freedom, control, and a full-service, open-architecture platform – plus a wealth management partner that continually works with you and advocates for you.

COMMUNITY OF SUPPORT

Strengthen your business with the support of an intentionally layered community of:

  • Strong, local and dedicated market leaders.
  • Credentialed, industry experts at home office who specialize in business development, practice management, financial planning, client solutions, marketing, advisor transition, real estate consultation and other business-building areas.
  • Collaborative, supportive peers.

FINANCIAL PLANNING

Financial planning is our heritage and continues to inform how we go to market, serving as a catalyst for client success; a matchmaker for trusting, long-lasting advisor-client relationships; and the character engineer behind a friendly, loyal, caring and authentic advisor community.

ACCESS TO DECISION MAKERS

You’re our greatest resource, and your value is not lost on us. As such, you have unprecedented access to decision makers and information, allowing you to initiate meaningful exchanges and transform challenges into action within an agile organization that reacts quickly to your needs.

PURPOSEFUL GROWTH

Our financial strength affords countless benefits, and one that we value most is space for thoughtful and purposeful growth. In this space, we strategically focus on activities that allow you, the ultimate benefactor, to continue your growth trajectory, whether through expanding your team, succession planning, adding services for your clients, or other business-enhancing pursuits.

Shawn Mihal

"As the wealth manager of choice for advisors across the nation, we will never take your trust for granted"

Shawn Mihal

President, Waddell & Reed, Inc.

Our Commitment to Advisors