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Supported Independence

Get Started

Welcome to a community where you can build and grow your practice with the assistance of a carefully layered support structure that can respond quickly to your needs. Welcome to Waddell & Reed.

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Establish your business

Switching firms is a milestone in your career. As you explore broker/dealers, settle for nothing less than a supportive environment that fosters enthusiasm for your practice and confidence in your clients’ satisfaction.

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Manage your business

Efficient and effective practice operations depend on solid programs, services and products that advance you to your end goal.

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Grow your business

Practice growth is the goal. Pursue it using resources that promote your name, offer solutions and deepen your knowledge.

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Practice Insights & News

Waddell & Reed’s national conference motivates, inspires advisors

Vision 2019, Waddell & Reed’s national conference, drew more than 500 advisors from across the country to Atlanta, Georgia, June 6-9.

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Waddell & Reed favorably ranked by national publications

In a climate characterized by shrinking margins, increased regulatory oversight and greater competition, Waddell & Reed consistently ranks favorably in total revenue, as reported by national publications.

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Resources at your fingertips

Waddell & Reed makes it easy to augment communication and marketing efforts during industry-specific events by offering client-focused materials and advisor education.

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