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Hilliard Lyons

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uuid000x1n2

Namestring
Hilliard Lyons
Legal namestring
Robert W. Baird & Co. Incorporated
Websiteurl
hilliard.com
Company typeenum
Private
Founded yearint
1919
Short descriptiontext

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.

Operating statusenum
Operating
Ownership categoryenum
Headcount rangeband
1,001–5,000
akta.pro rankint
HeadquartersLouisville, United States
HQ citystring
Louisville
HQ countrystring
United States
HQ regionstring
North America
Markets served

Serves global market

Keyword5 values
wealth management services, financial advisory, investment planning, retirement planning, private wealth management
Industry1 code
1Broker-Dealer Affiliated Wealth Advisory
CodeFSAEABABPrimaryYes
NAICS code1 code
  • Portfolio Management and Investment Advice523940
SIC code1 code
  • Investment Advice6282
Product category
Wealth Management
Marketing channels6 records

Each record includes

Title, Type, Stage, Description, Source

Distribution channels2 records

Each record includes

Title, Type, Scope, Target buyer, Description, Source

Cost components5 values
Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure
GTM typeB2C
B2C
Offering typeServices
Services
Core offering1 text field

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
Functional benefit
Problem solved
Product and service5 records
1Build Your Wealth
CategoryWealth Management
Description

Advisory service for individuals and families focused on growing assets through personalized financial planning and investment strategies.

2Prepare for Retirement
CategoryRetirement Planning
Description

Retirement planning service that helps clients prepare financially for life after work, including income planning and risk management.

3Enjoy Your Wealth
CategoryWealth Management
Description

Advisory service supporting clients in the distribution, enjoyment, and legacy transfer of accumulated wealth during retirement and later life stages.

4Baird Online (BOL)
CategoryDigital Account Services
Description

Self-service online platform providing account access and management functionality for private wealth clients.

5Qualified Plan Consulting Group
CategoryRetirement Plan Consulting
Description

Consulting service offering specialized guidance to employers and plan sponsors on the design, investment lineup, and oversight of qualified retirement plans.

Scale indicator1 record

Each record includes

Type, Value, Description, Source

Recent move4 records

Each record includes

Date, Type, Title, Description, Source

Expansion highlight4 records

Each record includes

Type, Description

Peers10 records
1Stifel Financial
TypeDirect peer
Description

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.

2Ameriprise Financial
TypeBroad incumbent
Description

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.

3Raymond James Financial
TypeDirect peer
Description

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.

4LPL Financial
TypeBroad incumbent
Description

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.

5Cambridge Investment Research
TypeEmerging player
Description

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.

6Janney Montgomery Scott
TypeDirect peer
Description

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.

7Oppenheimer & Co.
TypeDirect peer
Description

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.

8Robert W. Baird & Co.
TypeDirect peer
Description

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.

9Edward Jones
TypeDirect peer
Description

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.

10Mesirow Financial
TypeDirect peer
Description

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.

Market position
Strengths4 records

Each record includes

Headline, Details, Source

Weaknesses4 records

Each record includes

Headline, Details, Source

Competitive moat4 records

Each record includes

Type, Details

Key risks5 records

Each record includes

Headline, Details, Source

Key highlights6 records

Each record includes

Headline, Details, Source

Customer concentration

Classification, Details

Segment1 record

Each record includes

Title, Type, Primary, Description, Pain point addressed, Use case, Source

Ideal customer profile2 records

Each record includes

Profile, Firmographic size, Sales motion, Sales cycle length, Buying structure, Purchase trigger, Buyer persona, Geography, Industry vertical, Primary use case, Description, Pain points, Evidence proof points, Target buyer

Technology focused
No
API detail
Has APIbool
No

Docs URL, Description

AI maturity
App detail

Has app

Core technology
Revenue estimate
Valuation estimate
Number of profiles
No data
No data
Funding overview

Funding stage, Last funding date, Total funding USD

Funding rounds

Each record includes

Round, Amount USD, Date, Pre money valuation, Total investors, Investors, News

Investors

Each record includes

Name, Type, Date of entry, Rounds participated, Website

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

M&A

Each record includes

Name, Acquisition type, Announced date, Completed date, Status, Website, News

Investment

Each record includes

Name, Round, Announced date, Lead investor, Website, News

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

Hilliard Lyons

Wealth Managementhilliard.com

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.

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

  • Wealth management services
  • Financial advisory
  • Investment planning
  • Retirement planning
  • Private wealth management

Where Hilliard Lyons is headquartered

Location

Headquarters

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 offering

Core 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 profile

Segments1 record

Ideal customer profiles2 records

Hilliard Lyons technology and API

Technology

Technology focussed No

API detail

Has API
No
API docs
API detail

Core technology

AI maturity

App detail

Hilliard Lyons partnerships and signals

Strategic signal

Scale indicators1 record

Recent moves4 records

Expansion highlights4 records

Hilliard Lyons competitors and assessment

Company assessment

Direct 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 presence

Hilliard Lyons financial estimates

Financial estimate

Revenue estimate

Valuation estimate

Hilliard Lyons leadership team

Management profile

Number of profiles

Hilliard Lyons funding detail

Funding detail

Funding 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 investment

M&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.

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Live signals
PR NewswireHilliard Lyons Agrees To Join BairdBaird and Hilliard Lyons signed a definitive agreement for Hilliard Lyons and Hilliard Lyons Trust Company to join Baird, creating a combined firm with approximately 1,300 financial advisors serving clients from nearly 170 locations in 34 states. Hilliard Lyons, established in 1854, brings nearly 1,000 employees including more than 380 financial advisors, over $50 billion in client assets, and more than $280 million in revenue as of September 30, 2018. The deal, expected to close in the second half of 2019, is subject to customary regulatory approvals and terms were not disclosed.PR NewswireInvesting with Purpose - The Empowering Women Portfolio is UnveiledInspiring Lives Magazine, in collaboration with Akron Wealth Advisors and Hilliard Lyons, launched 'Investing with Purpose - The Empowering Women Portfolio,' an investment strategy that directs capital toward companies meeting gender-diversity standards while supporting the magazine's mission. The portfolio was unveiled at events in Los Angeles targeting Hollywood celebrities, influencers, and high-net-worth individuals. The launch reflects a growing trend driven by research indicating that gender diversity correlates with stronger corporate performance, better talent retention, and reduced reputational and operational risks.PR NewswireMark A. Tepper Law Firm Investigating Alleged Claims against Hilliard Lyons for BreitBurn recommendationsThe Mark A. Tepper law firm is investigating potential legal claims against Hilliard Lyons and other brokerage firms for allegedly recommending BreitBurn Energy Partners to investors. This investigation follows successful recoveries of investor losses through FINRA arbitration and court rulings against brokers like Merrill Lynch who recommended the same investment.GlobeNewswireEconomist William Ford to Address INVESTKentucky Equity ConferenceWilliam F. Ford, an economist and former Federal Reserve Bank of Atlanta president, will be the keynote speaker at the 2013 INVESTKentucky Equity Conference on June 6. He will discuss the economic outlook, including Federal Reserve policy and fiscal policy impacts. The conference features 12 public companies and is sponsored by Hilliard Lyons.