WADDELL & ASSOCIATES, LLC
CRD #283723 SEC #801-107784 MEMPHIS, TN 901-767-9187
SEC Registered
Total AUM
$1.7B
Discretionary
$1.7B
Employees
21
Clients
1
Accounts
2,791
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $1.7B | $1.7B | $80.3K | 21 | 1 |
| May 2025 | $1.7B | $1.7B | $80.3K | 21 | 1 |
| Mar 2025 | $1.7B | $1.7B | $80.3K | 21 | 1 |
| Mar 2025 | $1.7B | $1.7B | $80.3K | 21 | 1 |
| Mar 2025 | $1.3B | $1.2B | $103.1M | 20 | 1 |
| Oct 2024 | $1.3B | $1.2B | $103.1M | 20 | 1 |
| Apr 2024 | $1.3B | $1.2B | $103.1M | 20 | 1 |
| Mar 2024 | $1.3B | $1.2B | $103.1M | 20 | 1 |
| Mar 2024 | $1.3B | $1.2B | $103.1M | 20 | 1 |
| Sep 2023 | $1.1B | $1B | $99.4M | 21 | 4 |
| Jul 2023 | $1.1B | $1B | $99.4M | 21 | 4 |
| Mar 2023 | $1.1B | $1B | $99.4M | 21 | 4 |
| Jan 2023 | $1.2B | $1.1B | $110.2M | 21 | 6 |
| Nov 2022 | $1.2B | $1.1B | $110.2M | 21 | 6 |
| Aug 2022 | $1.2B | $1.1B | $110.2M | 21 | 6 |
| May 2022 | $1.2B | $1.1B | $110.2M | 21 | 6 |
| May 2022 | $1.2B | $1.1B | $110.2M | 21 | 6 |
| Mar 2022 | $1.2B | $1.1B | $110.2M | 21 | 6 |
| May 2021 | $943.1M | $847.9M | $95.2M | 20 | 10 |
| Mar 2021 | $943.1M | $847.9M | $95.2M | 20 | 10 |
| Nov 2020 | $805M | $737.7M | $67.3M | 20 | 20 |
| Jul 2020 | $805M | $737.7M | $67.3M | 20 | 20 |
| Jun 2020 | $805M | $737.7M | $67.3M | 20 | 20 |
| Jun 2020 | $805M | $737.7M | $67.3M | 20 | 20 |
| Mar 2020 | $805M | $737.7M | $67.3M | 20 | 20 |
| Oct 2019 | $691.5M | $633.9M | $57.5M | 19 | 4 |
| Mar 2019 | $691.5M | $633.9M | $57.5M | 19 | 4 |
| Aug 2018 | $796.2M | $715.1M | $81.1M | 20 | 0 |
| Mar 2018 | $796.2M | $715.1M | $81.1M | 20 | 0 |
| Sep 2017 | $699M | $631M | $68M | 20 | 940 |
| Aug 2017 | $699M | $631M | $68M | 20 | 940 |
| Mar 2017 | $699M | $631M | $68M | 20 | 940 |
| Apr 2016 | $735.6M | $661.4M | $74.2M | 21 | 1,000 |
DateOct 2025
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$80.3K
Employees21
Clients1
DateMay 2025
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$80.3K
Employees21
Clients1
DateMar 2025
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$80.3K
Employees21
Clients1
DateMar 2025
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$80.3K
Employees21
Clients1
DateMar 2025
Total AUM$1.3B
Discretionary$1.2B
Non-Disc.$103.1M
Employees20
Clients1
DateOct 2024
Total AUM$1.3B
Discretionary$1.2B
Non-Disc.$103.1M
Employees20
Clients1
DateApr 2024
Total AUM$1.3B
Discretionary$1.2B
Non-Disc.$103.1M
Employees20
Clients1
DateMar 2024
Total AUM$1.3B
Discretionary$1.2B
Non-Disc.$103.1M
Employees20
Clients1
DateMar 2024
Total AUM$1.3B
Discretionary$1.2B
Non-Disc.$103.1M
Employees20
Clients1
DateSep 2023
Total AUM$1.1B
Discretionary$1B
Non-Disc.$99.4M
Employees21
Clients4
DateJul 2023
Total AUM$1.1B
Discretionary$1B
Non-Disc.$99.4M
Employees21
Clients4
DateMar 2023
Total AUM$1.1B
Discretionary$1B
Non-Disc.$99.4M
Employees21
Clients4
DateJan 2023
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$110.2M
Employees21
Clients6
DateNov 2022
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$110.2M
Employees21
Clients6
DateAug 2022
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$110.2M
Employees21
Clients6
DateMay 2022
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$110.2M
Employees21
Clients6
DateMay 2022
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$110.2M
Employees21
Clients6
DateMar 2022
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$110.2M
Employees21
Clients6
DateMay 2021
Total AUM$943.1M
Discretionary$847.9M
Non-Disc.$95.2M
Employees20
Clients10
DateMar 2021
Total AUM$943.1M
Discretionary$847.9M
Non-Disc.$95.2M
Employees20
Clients10
DateNov 2020
Total AUM$805M
Discretionary$737.7M
Non-Disc.$67.3M
Employees20
Clients20
DateJul 2020
Total AUM$805M
Discretionary$737.7M
Non-Disc.$67.3M
Employees20
Clients20
DateJun 2020
Total AUM$805M
Discretionary$737.7M
Non-Disc.$67.3M
Employees20
Clients20
DateJun 2020
Total AUM$805M
Discretionary$737.7M
Non-Disc.$67.3M
Employees20
Clients20
DateMar 2020
Total AUM$805M
Discretionary$737.7M
Non-Disc.$67.3M
Employees20
Clients20
DateOct 2019
Total AUM$691.5M
Discretionary$633.9M
Non-Disc.$57.5M
Employees19
Clients4
DateMar 2019
Total AUM$691.5M
Discretionary$633.9M
Non-Disc.$57.5M
Employees19
Clients4
DateAug 2018
Total AUM$796.2M
Discretionary$715.1M
Non-Disc.$81.1M
Employees20
Clients0
DateMar 2018
Total AUM$796.2M
Discretionary$715.1M
Non-Disc.$81.1M
Employees20
Clients0
DateSep 2017
Total AUM$699M
Discretionary$631M
Non-Disc.$68M
Employees20
Clients940
DateAug 2017
Total AUM$699M
Discretionary$631M
Non-Disc.$68M
Employees20
Clients940
DateMar 2017
Total AUM$699M
Discretionary$631M
Non-Disc.$68M
Employees20
Clients940
DateApr 2016
Total AUM$735.6M
Discretionary$661.4M
Non-Disc.$74.2M
Employees21
Clients1,000