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 Pennsylvania, Illinois, Massachusetts, Michigan, New Hampshire, New York, and South Dakota (although they are present in other states as well).
Most Waddell and Reed clients are assisted living and continuing care retirement communities, colleges, universities, and professional schools, outpatient health care practitioners and facilities, hospitals, inpatient nursing, hospice, and rehabilitative care facilities, and community housing services with revenues ranging from $35 million to $106 million.
Previous legal names, trade names, or just variations of their name include: Waddell && Reed, Inc..
| Name | Type | Location | |
|---|---|---|---|
| 1 | Wayne Memorial Hospital (WMH) | 501(c)(3) | Honesdale, PA |
| 2 | Northern Human Services | 501(c)(3) | Conway, NH |
| 3 | United Methodist Retirement Communities (UMRC) | 501(c)(3) | Chelsea, MI |
| 4 | Homeland Center | 501(c)(3) | Harrisburg, PA |
| 5 | ServiceNet | 501(c)(3) | Northampton, MA |
| 6 | Field Home Holy Comforter | 501(c)(3) | Cortlandt Manor, NY |
| 7 | Legacy Law School Corporation | 501(c)(3) | Chicago, IL |
| 8 | Bakers Local 433 Pension Fund | 501(c)(91) | N Sioux City, SD |
Competitors to Waddell and Reed in the nonprofit sector include Colonial Consulting, Towers Watson, Merrill Lynch Life Agency, Cambridge Investment Research Inc, Morningstar, Mma Securities LLC, RBC Capital Markets, CBIZ Retirement Plan Services, Cambridge Investment Research, and Ubs Financial Services, Inc..
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