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 CBIZ Retirement Plan Services, Stifel Nicolaus, Leafhouse Financial Advisors, LLC, Principal, NFP Retirement Inc., Raymond James Financial Services, JP Morgan Chase, Minnesota Life Insurance Company, Northwestern Mutual Investment Serv, and Ubs Financial Services, Inc..
Log in to see a complete profile, including complete list of identified clients.
You're in good company! Cause IQ's customers include leading technology, accounting, financial services, consulting, fundraising, and other firms.
Our web-based information and tools help you grow, maintain, and serve your nonprofit clients.