Hilliard Lyons is a firm that provides consulting services, investment management, financial advisor, administrative support, and insurance agent or broker to nonprofit clients. They primarily provide their services regionally, with most clients in Kentucky (although they are present in other states as well).
Most Hilliard Lyons clients are grantmaking foundations with revenues ranging from $2.7 million to $2.7 million.
Previous legal names, trade names, or just variations of their name include: Hilliard Lyons LLC.
| Name | Type | Location | |
|---|---|---|---|
| 1 | Felix E Martin JR Foundation | 501(c)(3) | Louisville, KY |
Competitors to Hilliard Lyons in the nonprofit sector include Stifel Nicolaus, CBIZ Retirement Plan Services, Leafhouse Financial Advisors, LLC, Principal, Great-West Life and Annuity Insurance Co., Reliance Trust Company, Cetera Advisor Networks, LLC, Edward Jones, Merrill Lynch Pierce Fenner and Smith, and Nationwide.
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