Hilliard Lyons
Hilliard Lyons is a private, US-based investment and financial services firm headquartered in Louisville, Kentucky, providing wealth management, retirement planning, and advisory services to individual and family clients, operating within the employee-owned Robert W. Baird & Co. private wealth platform.
- Company typePrivate
- Founded1919
- HeadquartersLouisville, United States
- Headcount1,001–5,000
- GTM typeB2C
- OfferingServices
Hilliard Lyons firmographics
Firmographics- Name
- Hilliard Lyons
- Legal name
- Robert W. Baird & Co. Incorporated
- Website
- https://hilliard.com
- Company type
- Private
- Founded year
- 1919
- Operating status
- Operating
- Headcount range
- 1,001–5,000 employees
- Short description
- Hilliard Lyons is a private, US-based investment and financial services firm headquartered in Louisville, Kentucky, providing wealth management, retirement planning, and advisory services to individual and family clients, operating within the employee-owned Robert W. Baird & Co. private wealth platform.
- Ownership category
- akta.pro rank
Hilliard Lyons industry classification
Industry- Product category
- Wealth Management
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Broker-Dealer Affiliated Wealth Advisory (FSAEABAB)
Keywords
Where Hilliard Lyons is headquartered
LocationHeadquarters
- HQ city
- Louisville
- HQ country
- United States
- HQ region
- North America
Markets served
Hilliard Lyons business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure
Distribution channels2 records
Marketing channels6 records
Hilliard Lyons product offering
Product offeringCore offering
Hilliard Lyons is a private investment and financial services firm that delivers personalized wealth management to individuals and families. Its core offering centers on dedicated financial advisors providing comprehensive guidance across wealth building, retirement preparation, and wealth enjoyment, supported by online account access tools. The firm also extends to qualified plan consulting for retirement plan sponsors.
Differentiator
Problem solved
Functional benefit
Products and services
- Build Your Wealth Advisory service for individuals and families focused on growing assets through personalized financial planning and investment strategies.
- Prepare for Retirement Retirement planning service that helps clients prepare financially for life after work, including income planning and risk management.
- Enjoy Your Wealth Advisory service supporting clients in the distribution, enjoyment, and legacy transfer of accumulated wealth during retirement and later life stages.
- Baird Online (BOL) Self-service online platform providing account access and management functionality for private wealth clients.
- Qualified Plan Consulting Group Consulting service offering specialized guidance to employers and plan sponsors on the design, investment lineup, and oversight of qualified retirement plans.
Companies that use Hilliard Lyons
Customer profileSegments1 record
Ideal customer profiles2 records
Hilliard Lyons technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Hilliard Lyons partnerships and signals
Strategic signalScale indicators1 record
Recent moves4 records
Expansion highlights4 records
Hilliard Lyons competitors and assessment
Company assessmentDirect peers
- Stifel Financial: Stifel is a brokerage and wealth management firm offering private client services, financial advisory, and wealth planning to individuals. Comparable in advisor-led wealth management, regional-to-national footprint, and investment advisory orientation.
- Raymond James Financial: Raymond James operates a large independent broker-dealer and private client group serving individuals and families with wealth advisory, retirement planning, and investment services. Closely comparable business mix of retail wealth management with advisor-led distribution.
- Janney Montgomery Scott: Janney Montgomery Scott is a regional broker-dealer and wealth management firm headquartered in Philadelphia, providing financial advisory and investment services to individuals and families. Directly comparable as a regional/mid-sized independent broker-dealer with a private wealth focus.
- Oppenheimer & Co. Oppenheimer & Co. is a mid-sized full-service broker-dealer offering private client wealth management, investment advisory, and financial planning services. Comparable in scale, advisor-led distribution, and high-net-worth and mass-affluent client focus.
- Robert W. Baird & Co. Robert W. Baird & Co. is the parent acquirer of Hilliard Lyons (acquired 2017) and operates an overlapping employee-owned private wealth management and brokerage franchise. Highly comparable business model — employee-owned, advisor-led wealth management — and now operationally integrated with Hilliard Lyons.
- Edward Jones: Edward Jones is a major U.S. retail wealth management and broker-dealer firm with a large nationwide network of financial advisors serving mass-affluent and affluent individuals and families. Highly comparable in advisor-led, lifecycle private wealth model; significant overlap with Hilliard Lyons' target segments.
- Mesirow Financial: Mesirow Financial is a Chicago-based diversified financial services firm offering private client wealth management and investment advisory services to individuals and families. Comparable as a mid-sized regional wealth advisory firm with full-service private client capabilities.
Broad incumbents
- Ameriprise Financial: Ameriprise Financial is a large diversified financial services company with a substantial advisor-led wealth management segment serving retail and mass-affluent clients. Comparable in lifecycle wealth planning and advisor distribution, though operating at much greater scale and breadth than Hilliard Lyons.
- LPL Financial: LPL Financial is the largest independent broker-dealer in the U.S., providing custodial, advisory, and wealth management infrastructure to thousands of independent financial advisors. Comparable as an independent broker-dealer/wealth platform serving individual investors, though operating as an enabler for independent advisors rather than employing them directly.
Emerging players
- Cambridge Investment Research: Cambridge Investment Research is a large independent broker-dealer supporting financial advisors with wealth management, advisory, and planning services for individual clients. Comparable in advisor-led retail wealth model, though operating as an independent B2B platform rather than directly employing a nationwide branded advisor force.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat4 records
Key risks5 records
Key highlights6 records
Customer concentration
Hilliard Lyons social profiles
Digital presenceHilliard Lyons financial estimates
Financial estimateRevenue estimate
Valuation estimate
Hilliard Lyons leadership team
Management profileNumber of profiles
Hilliard Lyons funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Hilliard Lyons M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Hilliard Lyons
What does Hilliard Lyons do?
Hilliard Lyons is a private investment and financial services firm that delivers personalized wealth management to individuals and families. Its core offering centers on dedicated financial advisors providing comprehensive guidance across wealth building, retirement preparation, and wealth enjoyment, supported by online account access tools. The firm also extends to qualified plan consulting for retirement plan sponsors.
Is Hilliard Lyons a public or private company?
Hilliard Lyons is a private company. It is classified as management employee owned and is currently operating.
When was Hilliard Lyons founded?
Hilliard Lyons was founded in 1919. It employs 1,001 to 5,000 people.
Where is Hilliard Lyons based?
Hilliard Lyons is headquartered in Louisville, United States, in the North America region.
Who are Hilliard Lyons's main competitors?
Direct peers on record are Stifel Financial, Raymond James Financial, Janney Montgomery Scott, Oppenheimer & Co., Robert W. Baird & Co., Edward Jones and Mesirow Financial. Broad incumbents are Ameriprise Financial and LPL Financial. Cambridge Investment Research is listed as an emerging player.
Does Hilliard Lyons have an API?
No public API is recorded for Hilliard Lyons.
What industry is Hilliard Lyons in?
Hilliard Lyons's product category is Wealth Management. Its primary akta.pro industry code is FSAEABAB, Broker-Dealer Affiliated Wealth Advisory. Its NAICS code is 523940 and its SIC code is 6282.