Be advised. This firm is no longer registered.

Waddell & Associates Inc.

Waddell & Associates Inc. (CRD# 105746) is a financial advisory firm headquartered in Memphis, TN. They manage $750,424,682 in 2,741 accounts and serve the financial needs of clients across 16 states (or territories).

By the Numbers
  • Total Assets Under Management
    750
    MILLION
  • Total Number of Accounts
    2,741
    ACCOUNTS
  • Average Account Value
    $273,778
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AL, AR, CA, CO, FL, GA, KY, LA, MO, MS, NC, NY, SC, TN, TX, WA

Financial Advisors at Waddell & Associates Inc.
No Advisor Found.
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