Taylor Advisors

What Taylor Advisors does

Taylor Advisors is a financial consulting firm headquartered in Louisville, Kentucky that provides balance sheet management, investment advisory, and regulatory consulting services to community banks and credit unions across the United States. The firm operates as a wholly owned subsidiary of HUB International and is registered with the SEC as an investment advisor, delivering services through a structured engagement methodology branded as 'The Taylored Path.'

The firm's service portfolio spans eight core offerings: Balance Sheet Management (including quarterly ALCO packet assembly, capital, liquidity, IRR, and investment monitoring), Investment Advisory/Consulting, Interest Rate Risk Management Process Review, Education and Training, Municipal Credit Quality Review, Municipal Investment Subsidiary advisory, Regulatory/Crisis Management, and Valuation and Impairment Analysis. Its principal proprietary technology asset is the Peer Comparison Tool, a quarterly-updated benchmarking product that enables community banks from all 50 states to measure their performance against two chosen peer institutions as well as state and UBPR averages across yield, earnings asset mix, capital, and asset quality metrics.

Taylor Advisors generates revenue through a mix of recurring advisory engagements and project-based professional services, entering client relationships through a complimentary needs assessment before moving to quote-based engagements. The firm serves over 100 balance sheet management clients and references $3 billion in AUM relationships, and distributes its services primarily through direct consultative enterprise sales supported by content marketing across publications, a free benchmarking tool, and a newsletter.

Name

Taylor Advisors

Legal name

Taylor Advisors Inc.

Website

https://tayloradvisor.com

Company type

Private

Founded year

2017

Operating status

Operating

Headcount range

11–50 employees

Short description

Taylor Advisors is a Louisville, KY-based SEC-registered investment advisor and subsidiary of HUB International that provides balance sheet management, investment advisory, and regulatory consulting services to over 100 community banks and credit unions across the United States.

Ownership category

akta.pro rank

Product category

Financial Consulting Services

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Services-Management Consulting Services (8742), Investment Advice (6282)

akta.pro primary industry

Investment Management Advisory (RIA) (FSAEAAAB)

akta.pro secondary industries

Registered Investment Advisor (RIA) Wealth Management (FSAEABAA), Corporate Finance & Capital Advisory (BPAHADAB)

Keywords

• Balance sheet management
• Investment advisory services
• Interest rate risk consulting
• Community bank consulting
• ALCO process advisory

Headquarters

HQ city

Louisville

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales

Revenue model

1. Investment Advisory Services: Taylor Advisors offers investment advisory and consulting services to financial institutions. As an SEC registered investment advisor, they provide balance sheet management, investment portfolio analysis, and related consulting services on a fee basis.
2. Balance Sheet Management Consulting: Provides consulting services including ALCO meeting facilitation, quarterly packets, interest rate risk management, liquidity management, and capital advising to community financial institutions.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels4 records

Core offering

Taylor Advisors is a financial consulting firm that provides balance sheet management, investment advisory, and related consulting services to community banks and credit unions across the United States. The firm delivers holistic, institution-specific balance sheet management advice covering capital, liquidity, interest rate risk, loans, deposits, and investment portfolio monitoring, supported by a proprietary Peer Comparison Tool and delivered via its Taylored Path methodology.

Product overview

Taylor Advisors is a financial consulting firm offering a comprehensive suite of balance sheet management and investment advisory services to financial institutions. The core offering centers on Balance Sheet Management consulting, supported by specialized services including Investment Advisory/Consulting, Interest Rate Risk Management Process Review, Education & Training, Municipal Credit Quality Review, Municipal Investment Subsidiary advisory, Regulatory/Crisis Management, and Valuation and Impairment Analysis. The firm also provides a proprietary Peer Comparison Tool for performance benchmarking. These services are delivered through their 'Taylored Path' methodology, positioning Taylor Advisors as a strategic partner for community banks seeking to improve profitability while managing various risks.

Differentiator

Problem solved

Functional benefit

Products and services

• Balance Sheet Management Holistic balance sheet consulting including ALCO packet assembly, quarterly analysis, capital, liquidity, interest rate risk, loans, deposits, and investments monitoring for community banks and credit unions.
• Investment Advisory/Consulting Strategic investment portfolio management from a whole-financial institution perspective, including sector allocation, asset selection, relative value analysis, and trade execution support for community banks and credit unions.
• Interest Rate Risk Management Process Review Independent reviews of IRR management processes to provide regulatory compliance and value-added recommendations for enhancing interest rate risk policies and practices at financial institutions.
• Education & Training Board education and training programs on balance sheet management, key balance sheet positions, and customized IRR training specific to institution balance sheets for community banks and credit unions.
• Municipal Credit Quality Review Analysis and monitoring of municipal bond credit quality for investment portfolios, including independent analysis beyond external credit ratings, targeted at community bank investment portfolios.
• Municipal Investment Subsidiary Advisory services for banks setting up wholly owned subsidiaries to invest in General Market municipals, helping avoid TEFRA disallowance and capture relative value yield pick-up.
• Regulatory/Crisis Management Assistance with regulatory compliance, crisis preparedness, and contingency funding planning for community financial institutions.
• Valuation and Impairment Analysis Valuation services and impairment testing for investment securities and other balance sheet assets for financial institutions.
• Peer Comparison Tool A benchmarking tool allowing banks from all 50 states to compare their performance against two other bank peers, state and UBPR averages, including Yield on Investments, Earning Asset Yields, ROAA/ROAE, Earning Asset Mix, Investment Portfolio Composition, and Capital and Asset Quality metrics, updated quarterly.
• The Taylored Path A structured consulting approach methodology that guides financial institutions through navigating financial challenges and increasing profitability.

Quantifiable outcome

• Every 10 basis points in NIM improvement on $100 million of earning assets equates to $100,000 annual pre-tax interest income
• +1 more outcomes

Named customers2 records

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature1 record

Partnerships

One partnership is on record.

• HUB Internationalparent companyOthersTaylor Advisors Inc. operates as a company under HUB International, a larger insurance and financial services organization. Taylor Advisors offers investment advisory services through this affiliation as an SEC registered investment advisor.

Scale indicators2 records

Recent moves5 records

Expansion highlights4 records

Broad incumbents

• FHN Financial: Provides balance sheet management, investment advisory, and fixed-income services to banks and credit unions — part of First Horizon, larger scale but overlapping offerings.
• Cohen & Company: Diversified financial services firm with investment advisory, capital markets, and balance sheet advisory practices serving banks — broader portfolio but overlapping client base and capabilities.
• Janney Montgomery Scott: Large broker-dealer and wealth management firm offering investment advisory and fixed-income services to community banks — broader scope but overlapping bank advisory capabilities.
• D.A. Davidson: Diversified financial services holding company with investment advisory, capital markets, and bank consulting practices — larger incumbent serving similar community bank clientele.
• KPMG (Banking & Capital Markets Advisory): Global consulting firm offering balance sheet advisory, ALM, and regulatory consulting to financial institutions — broader portfolio and deeper resources but comparable service categories for community bank clients.

Direct peers

• Darling Consulting Group: Specializes in asset-liability management and balance sheet strategy for community banks and credit unions — directly overlapping Taylor Advisors' core niche in IRR management, investment advisory, and balance sheet consulting.
• Vining Sparks: Provides investment advisory, IRR management, and balance sheet consulting services to community banks and credit unions — a close competitor in the same target market with similar service offerings.
• Performance Trust Capital Partners: Specializes in fixed-income portfolio management and balance sheet advisory for community financial institutions, with services in investment strategy, IRR, and ALM — a direct peer serving overlapping bank/credit union clients.
• Howe Barnes Hoefer & Arnett (now Wipfli Financial Services): Provides investment advisory and asset-liability management services to community banks and credit unions — directly comparable to Taylor Advisors' balance sheet consulting offerings, now under Wipfli.

Emerging players

• Investment Portfolio Advisors (IPA): Independent RIA focused on investment advisory for community banks, credit unions, and other institutional investors — closely comparable niche focus with similar fee-based recurring model.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks5 records

Key highlights5 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Taylor Advisors