Firm profile

HUNTINGTON FINANCIAL ADVISORS

COLUMBUS, OHCRD 16986Latest ADV March 31, 2026

Huntington Financial Advisors is an SEC registered investment adviser organized as a corporation with a primary office location in Columbus, OH. Its latest Form ADV filing, dated March 31, 2026, reports $7.9B in regulatory assets under management, 520 employees, 787 offices, and 42,399 accounts.

Assets Under Management
$7.9B
Employees
520
Offices
787 offices
Total Clients
42,398
Primary office
COLUMBUS, OH
41 S. HIGH STREET, COLUMBUS, OH, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

3 roles identified
CCOCynthia Jean Foresta
CFOStephen Monroe Richardson
COOMichael Miroballi

Advisory services offered

3 types reported
Portfolio management for businesses
Portfolio management for individuals and small businesses
Selection of other advisers

Fee models offered

1 types reported
Asset based fees
Sources checked May 13, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 97.8% of total clients.
Top client categories% of clientsClients
1
Individuals
97.8%
41,475
2
HNWI
1.6%
678
3
Corporations
0.5%
218
4
Charitable
0.1%
27

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$7.9Bas of March 31, 2026
Discretionary100.0%
$7.9B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Latest AUM$7.9B
Total Accounts42,399
10Y AUM Change+$7.0B (+788.5%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees520
Clients per Employee82:1
10Y Employee Change+148 (+39.8%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.