

Waddell & Reed is among the most enduring asset management and financial planning firms in the nation. Among its major competitors, Waddell & Reed is ranked in 3rd place for NPS while Eaton Vance is 1st, and Protective Life is 2nd.Their current market cap is $1.56B
Waddell & Reed's Net Promoter Score (NPS) is a 0 with 43% Promoters, 14% Passives, and 43% Detractors. Net Promoter Score tracks whether Waddell & Reed's customers would recommend using the product based on a scale of -100 to 100.
| 43% | Promoters |
|---|---|
| 14% | Passives |
| 43% | Detractors |
| Summary | Date | Score |
|---|---|---|
Mar 2020 -100 | Mar 2020 | -100 |
Apr 2020 -100 | Apr 2020 | -100 |
May 2021 -100 | May 2021 | -100 |
Sep 2021 -75 | Sep 2021 | -75 |
Nov 2021 -40 | Nov 2021 | -40 |
Jul 2022 -17 | Jul 2022 | -17 |
Jul 2024 -1 | Jul 2024 | -1 |
Waddell & Reed is ranked third for NPS among its competitors. Eaton Vance and Protective Life come in first and second, with Edward Jones coming in at #4. Among those competitors, it is the third most valued company behind Eaton Vance.
![]() Waddell & Reed | ![]() Edward Jones | ![]() Eaton Vance | ![]() Protective Life | |
| Global Ranking | #- | #200 | #- | #- |
| NPS | 0 | -2 | 30 | 0 |
| Valuation Updated every 24 hours for public companies | $1.56B | - | $8.25B | - |
Net Promoter Score (NPS) is a management tool that can be used to gauge the satisfaction of a firm's customer relationships. NPS has been widely adopted as a key metric often linked to the revenue potential of a company’s product or service. The metric is based on customer responses to the question: "On a scale of 0 to 10, how likely are you to recommend the product to a friend?"
Those who respond with a score of 9 to 10 are known as Promoters, and are widely associated with behaviors that create value, including actively encouraging others to use the product or service. Those who respond with a score of 7 or 8 are categorized as Passives, and they are believed to be less likely to exhibit the value-creation traits of Promoters having a largely neutral effect on other consumers. Detractors are those who fall in the score range of 0 to 6 and represent dissatisfied customers of the product sometimes actively recommending against using the product.
Compared to its competitors, Waddell & Reed's NPS is rated right above Fidelity Labs, and is preceded by Protective Life.
| COMPANY | NPS Score | |
|---|---|---|
![]() | Eaton Vance | 30 |
![]() | Protective Life | 0 |
![]() | Waddell & Reed | 0 |
![]() | Fidelity Labs | 0 |
![]() | Vanguard Multimedia | N/A |
![]() | Edward Jones | -2 |
![]() | Mutual of Omaha | -15 |
![]() | True Link Financial | -34 |
![]() | Transamerica | -65 |
Customer Loyalty is a strong indicator of whether or not a customer will choose a brand repeatedly over a competitor that offers similar products/services.
81% of Waddell & Reed users/customers answered "Yes" when asked: "Would you consider yourself a loyal user/customer?"
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Compared to its competitors, Waddell & Reed's Customer Loyalty score is rated right above Mutual of Omaha, and is preceded by Protective Life.
| COMPANY | Customer Loyalty Score | |
|---|---|---|
![]() | Fidelity Labs | 100% |
![]() | Edward Jones | 83% |
![]() | True Link Financial | 83% |
![]() | Protective Life | 81% |
![]() | Waddell & Reed | 81% |
![]() | Mutual of Omaha | 78% |
![]() | Eaton Vance | 69% |
![]() | Transamerica | 64% |
![]() | Vanguard Multimedia | N/A |
Waddell & Reed has an overall Product Quality score of 3.1 out of 5 stars rated by its users and customers.
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Waddell & Reed’s product quality score is a 3.1 out of 5 as rated by its users and customers.
Compared to its competitors, Waddell & Reed's Product Quality score is rated right above True Link Financial, and is preceded by Edward Jones.
| COMPANY | Product Quality Score | |
|---|---|---|
![]() | Fidelity Labs | 3.5/5 |
![]() | Eaton Vance | 3.4/5 |
![]() | Edward Jones | 3.2/5 |
![]() | Waddell & Reed | 3.1/5 |
![]() | True Link Financial | 2.8/5 |
![]() | Protective Life | 2.7/5 |
![]() | Mutual of Omaha | 2.7/5 |
![]() | Transamerica | 1.6/5 |
![]() | Vanguard Multimedia | N/A |
Waddell & Reed has a value for money and ROI score of 3.1 out of 5 stars rated by its users and customers.
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Compared to its competitors, Waddell & Reed's ROI score is rated right above True Link Financial, and is preceded by Edward Jones.
| COMPANY | Pricing Score | |
|---|---|---|
![]() | Eaton Vance | 3.4/5 |
![]() | Edward Jones | 3.2/5 |
![]() | Waddell & Reed | 3.1/5 |
![]() | True Link Financial | 3/5 |
![]() | Fidelity Labs | 2.9/5 |
![]() | Mutual of Omaha | 2.7/5 |
![]() | Protective Life | 2.5/5 |
![]() | Transamerica | 1.8/5 |
![]() | Vanguard Multimedia | N/A |
Waddell & Reed has an overall Customer Satisfaction score of 100 rated by its users and customers.
Sign Up to see the full customer demographics data and the people that answered "How would you rate your overall satisfaction with the service you received?"
Customer Satisfaction Score (also known as CSAT), is a metric used to quantify how satisfied customers are with a company or brand’s products and services. The Customer Satisfaction Score is based on customers response to the question: “How would you rate your overall satisfaction with the service you received?” The score is calculated using the formula: (The total number answer of “Very Satisfied” and “Satisfied”) ÷ (The total response) x100, and it is generally displayed in percentages. Some of the main benefits of the CSAT for businesses are tracking retention, identifying happy customers and growing relationships, and gaining repeat business to build a sustainable brand.
Compared to its competitors, Waddell & Reed's Customer Satisfaction score is rated right above Eaton Vance.
| COMPANY | Customer Satisfaction (CSAT) Score | |
|---|---|---|
![]() | Waddell & Reed | 100% |
![]() | Eaton Vance | 76% |
![]() | Fidelity Labs | 75% |
![]() | Edward Jones | 55% |
![]() | Protective Life | 47% |
![]() | Mutual of Omaha | 45% |
![]() | True Link Financial | 33% |
![]() | Transamerica | 14% |
![]() | Vanguard Multimedia | 0% |
Waddell & Reed has an overall Customer Service score of 3.4 out of 5 stars rated by its users and customers.
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6300 Lamar Avenue, Shawnee Mission, KS
http://www.waddell.com/
Compared to its competitors, Waddell & Reed's Customer Service score is rated right above True Link Financial, and is preceded by Edward Jones.
| COMPANY | Customer Service Score | |
|---|---|---|
![]() | Fidelity Labs | 4.7/5 |
![]() | Eaton Vance | 3.6/5 |
![]() | Edward Jones | 3.5/5 |
![]() | Waddell & Reed | 3.4/5 |
![]() | True Link Financial | 3/5 |
![]() | Mutual of Omaha | 2.8/5 |
![]() | Protective Life | 2.7/5 |
![]() | Transamerica | 1.5/5 |
![]() | Vanguard Multimedia | N/A |
Waddell & Reed has a 3.2/5 stars for its overall company culture rated by their employees

Waddell & Reed scored a 0 for Net Promoter Score and a -22 for Employee Net Promoter Score. NPS gauges how likely a customer of Waddell & Reed would recommend the brand to a friend. ENPS measures how likely Waddell & Reed employees would recommend working at Waddell & Reed to a friend.
| 43% | Promoters |
|---|---|
| 14% | Passive |
| 43% | Detractors |
| 22% | Promoters |
|---|---|
| 34% | Passive |
| 44% | Detractors |