Huntington Financial Advisors

CRD#16986
Investment Advisor Firm

Answer a few questions and
get matched with an advisor.

Find an Advisor

or call us now at 1-888-467-5419

Overview

Huntington Financial Advisors is a financial advisory company headquartered in Columbus, Ohio. The company has $2.7 billion in assets under management across 17,454 client accounts, placing it among the biggest investment advisory firms in the nation by assets under management (AUM). It has a large team of 373 employees, three hundred twenty-nine of whom are financial advisors. Huntington Financial Advisors is not a registered broker-dealer, signifying that it is not able to buy and sell securities for its accounts and those of its clients and instead has to go through a broker-dealer firm to do so. Securities are tradable fiscal assets such as options, bonds and stocks.

Huntington Financial Advisors manages most of its accounts in a discretionary manner. Discretionary management means that an investment advisor makes buy and sell choices for the client's account without requiring the client's consent. Huntington Financial Advisors also manages 11 non-discretionary accounts with a total of $9.7 million in AUM. The company's average account size is $154,894. The typical financial advisor at Huntington Financial Advisors administers about 53 client accounts, making it about average in terms of personalization.

Huntington Financial Advisors's main office is at 41 South High Street, Columbus, Ohio 43215-6101. It is permitted to provide services to customers throughout 51 U.S. states and territories.

Assets Under Management

$2.7 billion

Number of Advisors

329

Disclosures

No

Office Location

41 South High Street
Columbus, OH 43215-6101

Huntington Financial Advisors by the Numbers

Total Assets Under Management

$2.7 billion

National Average: $3.7 billion
Total Number of Employees

373

National Average: 29
Total Number of Accounts

17,454

National Average: 2,073
Average Account Size

$154.9 thousand

National Average: $1.8 million

Find a dedicated advisor for your needs

Sometimes a big firm may not be able to give you the one-on-one service that you need. That's where we come in to help match you with great personal financial advisors. Click here to find your advisor matches today.

Back to Overview

Products and Services

Huntington Financial Advisors provides a number of financial services, including portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. The company does sell products or offer services aside from investment advisory services to its clients. It is affiliated with one or more other service providers in the financial services industry, including with a broker-dealer or securities dealer, banking or thrift institution and insurance company or agency.

Core Advisor Services

  • Find a firm that offers this service

    Financial Planning Services

    This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.

  • Offered by 62% of firms

    Portfolio Management

    This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.

  • Find a firm that offers this service

    Market Timing Services

    This is the practice of attempting to make short-term profits on investments by buying low and selling high.

Other Services

  • Offered by 23% of firms

    Selection of Other Advisors

    This is the firm's assistance with choosing other advisors to work with who may have different specialties.

  • Find a firm that offers this service

    Publication of Periodicals

    This is the publication of various financial education materials.

  • Find a firm that offers this service

    Educational Seminars/Workshops

    This is the hosting of seminars or workshops to educate investors on financial concepts.

Back to Overview

Fee Structure

Fees for financial management typically are based on the financial services offered. Fees billed by the firm typically consist of the following fee structures: asset-based. Wrap fee programs, or the practice of bundling services for a single fee, are offered by the company.

Available

  • Offered by 74% of firms

    Percentage of Assets

    Show Explanation

    This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.

Unavailable

  • Find one of the 35% of firms that offer this fee type

    Hourly

    Show Explanation

    Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.

  • Find one of the 2% of firms that offer this fee type

    Commissions

    Show Explanation

    Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.

  • Find one of the 17% of firms that offer this fee type

    Performance-based

    Show Explanation

    Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.

  • Find one of the 1% of firms that offer this fee type

    Subscription

    Show Explanation

    Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.

  • Find one of the 40% of firms that offer this fee type

    Fixed

    Show Explanation

    Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.

  • Find one of the 12% of firms that offer this fee type

    Other

    Show Explanation

    Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.

Back to Overview

Types of Clients

The firm caters to retail investors, charitable organizations and corporations. Out of its 17,454 accounts, Huntington Financial Advisors's biggest client group is retail investors. None of its accounts are from outside of the U.S.

  • High-Net-Worth Individuals* - 0%
  • Other Individuals - 99.25%
  • Corporations - 0.65%
  • Charitable Organizations - 0.1%

* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.

Find an advisor who will work directly with you

Sometimes a big firm may not be able to give you the one-on-one service that you need. That's where we come in to help match you with great personal financial advisors. Click here to find your advisor matches today.

Back to Overview

Disclosures

Huntington Financial Advisors does not have any disclosures.

Please visit its Form ADV for more details.

Back to Overview
Back to Overview

Find a financial advisor near you

If you're interested in working with an advisor closer to you, we can help you find one. Click here to find your advisor matches today.

Back to Overview

Financial Advisors at Huntington Financial Advisors

Jennifer Fox
Cincinnati, OH
Benjamin Brenneman
Alliance, OH
Joshua Stros
Warren, MI
Eric Vitelli
Warren, OH
Kevin Jones
Columbus, OH
Grey Huston
Columbus, OH
Richard Hinesley
Greenwood, IN
Andrew Seitz
Ft Mitchell, KY
Jason Goldsmith
Dublin, OH

Not sure which advisor is right for you? Use our matching tool

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Click here to find your advisor matches today

Back to Overview

The content in this profile was updated on 08/06/2020, using data compiled from the SEC and FINRA.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.