# Waddell & Associates

> Analysis by Optimly for Optimly AI Visibility, in the Optimly AI Brand Index. Last analyzed September 10, 2026.

> Waddell & Associates is a financial advisory firm, providing wealth management and financial planning services to clients, accessible through client portals like eMoney and Orion. It appears to operate as a brand or offering under Coastal Bridge Advisors.

- Business Profile: https://optimly.ai/brand/waddell-associates
- Publisher: Optimly (https://optimly.ai)
- Dataset: Optimly AI Brand Index (https://optimly.ai/brand)
- Official website: https://coastalbridgeadvisors.com/
- Logo: https://logo.clearbit.com/coastalbridgeadvisors.com
- Slug: waddell-associates
- Brand Authority Index tier: Emerging
- Category: Wealth Management Firms
- Last Analyzed: September 10, 2026