Waddell and Reed is a firm that provides investment management, financial advisor, professional and technical services, and insurance agent or broker to nonprofit clients. They primarily provide their services regionally, with most clients in Illinois, Massachusetts, and Pennsylvania (although they are present in other states as well).
Most Waddell and Reed clients are colleges, universities, and professional schools, assisted living and continuing care retirement communities, and community housing services with revenues ranging from $24 million to $86 million.
Previous legal names, trade names, or just variations of their name include: Waddell && Reed, Inc..
| Name | Type | Location | |
|---|---|---|---|
| 1 | Homeland Center | 501(c)(3) | Harrisburg, PA |
| 2 | ServiceNet | 501(c)(3) | Northampton, MA |
| 3 | Legacy Law School Corporation | 501(c)(3) | Chicago, IL |
Competitors to Waddell and Reed in the nonprofit sector include Colonial Consulting, Raymond James and Associates, Inc., RBC Wealth Management, Voya Retirement Ins and Annuity Company, Metlife Securities Inc, MML Insurance Agency LLC, Vanguard Group, Inc., Principal Securities Inc, Regions Bank, and M&T Bank.
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