Discover the 2026 guide to Huntington Financial Advisors with insights on services, investment philosophy, fees, and advisor expertise to support your financial goals.
As the financial world continues to evolve in 2026, making the right choices for your financial future is more important than ever. Economic shifts and market volatility have increased the demand for expert guidance.
This guide is designed to give you a clear, up-to-date look at huntington financial advisors, one of the leading firms in the industry today. Whether you are planning for retirement, managing investments, or seeking wealth management strategies, having the right partner matters.
You will discover insights into the firm’s history, service offerings, investment philosophy, and what sets them apart. Use this resource to make informed decisions and take confident steps toward your financial goals.
A deep understanding of a financial advisory firm’s origins and operations is essential for any investor. Huntington Financial Advisors has built a reputation for reliability and growth over decades, making it a key player for those seeking guidance in 2026.
Huntington Financial Advisors began as Huntington Investment Company in 1991, later registering as a Registered Investment Advisor in 2000. As a wholly owned subsidiary of Huntington Bancshares Incorporated, the firm benefits from the strength and stability of its parent company. Its principal subsidiary is The Huntington National Bank, a well-known institution in the Midwest. The firm is a member of both FINRA and SIPC, providing regulatory oversight and protection for investors.
Over the years, huntington financial advisors have expanded their offerings and grown substantially. By 2025, the firm managed over $6.3 billion in client assets, reflecting its consistent evolution and market relevance. For a more detailed breakdown of the firm’s background, including its investment philosophy and service model, visit the Huntington Financial Advisors company profile.
The main headquarters of huntington financial advisors is located at 37 West Broad Street in Columbus, Ohio. The firm operates multiple offices across the Midwest, with a significant presence in Akron, Ohio, and additional regional branches. Nearly 400 advisors are part of the team, serving clients in both local and broader markets.
This expansive footprint allows huntington financial advisors to deliver personalized financial guidance to a diverse client base. The widespread office network also ensures accessibility, whether clients prefer in-person meetings or remote consultations.
Huntington financial advisors are recognized for their fee-based advisory model, which emphasizes transparency and alignment with client interests. The firm’s approach to client relationships has led to consistent recognition in industry rankings, especially among top regional firms. While there are eight disclosures noted in its regulatory history, the company remains committed to transparency and ethical standards.
Industry peers and clients frequently commend huntington financial advisors for their experienced advisors and robust service offerings. The focus on clear communication and a client-first philosophy sets the firm apart in a competitive financial landscape.
As a firm registered with the SEC, huntington financial advisors adhere to stringent fiduciary standards. This commitment means the firm is legally obligated to act in its clients’ best interests at all times. Regular audits and compliance reviews are part of their operational routine, reinforcing a culture of accountability.
Membership in organizations like FINRA and SIPC provides additional layers of oversight and client protection. These affiliations ensure that huntington financial advisors maintain high ethical and professional standards across all services.
With over $6.3 billion in assets under management and more than 35 years of incorporation, huntington financial advisors demonstrate both stability and growth. The firm’s nearly 400 advisors and 30-plus office locations highlight its capacity to serve a broad clientele with personalized attention.
The combination of long-standing experience, comprehensive regulatory compliance, and a strong regional presence positions huntington financial advisors as a trusted partner for individuals and organizations seeking financial guidance in 2026.
Navigating the financial landscape requires access to a comprehensive suite of services tailored to diverse needs. Huntington Financial Advisors delivers a robust portfolio of solutions, supporting clients through every stage of their financial journey.
Huntington Financial Advisors offers a broad selection of investment advisory programs designed to align with each client's financial objectives. These include wrap programs, separately managed accounts (SMAs), and unified managed accounts (UMAs), all managed through the advanced Envestnet Managed Account Solutions (MAS) platform.
Clients benefit from diversified investment options, thanks to partnerships with top-tier asset managers such as Vanguard, SEI, American Funds, Wilshire, and Fund Evaluation Group. This collaborative approach allows huntington financial advisors to craft portfolios that match various risk profiles and investment horizons.
For a deeper dive into available advisory services, consider exploring Huntington’s Advisory Services page.
Portfolio management at huntington financial advisors centers on customization and flexibility. Guided Portfolio Solutions are available in Premier, Total, and Select account types, enabling tailored asset allocations for every client.
These portfolios are constructed using a diverse selection of mutual funds, ETFs, and model portfolios. Advisors work closely with clients to adjust allocations and rebalance portfolios as market conditions or personal goals evolve, ensuring portfolios remain in alignment with client objectives.
Planning for retirement and building lasting wealth are core offerings from huntington financial advisors. Their comprehensive retirement solutions serve both individuals and small businesses, covering everything from maximizing 401(k) and IRA benefits to strategic pension planning.
Estate planning services help clients safeguard their legacies, while charitable giving strategies enable philanthropic goals. The advisors’ deep expertise ensures that each plan is aligned with both immediate needs and long-term aspirations.
Huntington financial advisors extend their capabilities to businesses and organizations, providing portfolio management and investment consulting for corporations, nonprofits, and charitable groups. Services include business succession planning and employee benefit consulting to address organizational continuity and attract top talent.
By leveraging institutional expertise, huntington financial advisors deliver solutions that help organizations achieve their financial objectives and manage risk effectively.
Insurance and risk management are integral to the holistic approach taken by huntington financial advisors. As an insurance broker, the firm integrates risk assessment and protection strategies with overall financial planning.
Clients gain access to a variety of insurance products, ensuring that their financial plans are safeguarded against unexpected events. Advisors conduct thorough risk assessments to identify coverage needs and recommend appropriate solutions.
For instance, a client with more than $250,000 to invest can access Unified Managed Accounts. These accounts feature tailored asset allocations, professional oversight, and ongoing adjustments to meet evolving goals.
This level of service ensures clients receive a highly personalized investment experience, supported by experienced advisors and robust technology.
| Service Type | Minimum Investment | Advisors Available | Platforms Utilized |
|---|---|---|---|
| Wrap Programs | $25,000 | 398 | Envestnet MAS |
| Unified Managed Accounts | $250,000 | 398 | Envestnet MAS |
| Guided Portfolio Solutions | Varies | 398 | Envestnet MAS |
Huntington financial advisors' broad service offerings and experienced team enable them to serve a diverse client base with professionalism and care.
Choosing the right financial partner is about more than just numbers. For clients seeking guidance in 2026, huntington financial advisors stand out for their commitment to serving a diverse range of individuals and organizations. Their approach is designed to deliver value across different life stages and financial backgrounds.
Huntington financial advisors serve a broad spectrum of clients. This includes non-high-net-worth individuals, high-net-worth individuals, small business owners, and nonprofit organizations.
Specialized support is available for retirees, pre-retirees, and corporate executives, ensuring each client receives personalized strategies tailored to their unique circumstances.
Clients considering huntington financial advisors should be aware of the firm’s transparent fee-based model. Minimum investments begin at $25,000 for wrap programs and $250,000 for unified managed accounts.
Fees are charged as a percentage of assets under management, with additional costs possible for select services. To make informed choices, clients are encouraged to request a detailed fee schedule before committing.
The onboarding process at huntington financial advisors is designed to be seamless and client-focused. Each client is paired with a dedicated advisor who guides them through every step, from initial consultation to portfolio implementation.
Ongoing relationship management includes regular portfolio reviews, adjustments as goals evolve, and easy digital access to account performance and reports. This proactive approach helps clients stay on track with their financial objectives.
Client support is a hallmark of the huntington financial advisors experience. With more than 30 office locations, clients can choose in-person consultations or connect via phone, email, and video conferencing.
Educational resources and financial planning tools are readily available. For those interested, the Huntington Advisor Locator provides an easy way to connect with a local advisor.
For example, a charitable organization working with huntington financial advisors benefits from tailored portfolio management and regular strategy sessions, ensuring their mission stays funded and secure.
Below is a snapshot of key firm statistics:
| Metric | Value |
|---|---|
| Advisors | 398 |
| Assets Under Management | $6.3B+ |
| Office Locations | 30+ |
| Years Incorporated | 35+ |
Clients can expect responsive service, broad expertise, and a commitment to transparency at every step of their journey.
In 2026, the investment philosophy of huntington financial advisors centers on helping clients navigate a complex financial landscape with clarity and confidence. Their approach is rooted in the belief that every investor deserves a strategy tailored to their unique goals, risk tolerance, and time horizon. By providing a disciplined framework, huntington financial advisors enable clients to pursue long-term financial success, regardless of market conditions.
The core of huntington financial advisors' methodology is broad diversification across asset classes and sectors. This means portfolios often include a mix of stocks, bonds, mutual funds, ETFs, and alternative investments. Advisors work closely with clients to match asset allocation to their specific objectives, whether that is growth, income, or capital preservation.
To make these concepts tangible, here is a summary table of their main principles:
| Principle | Description |
|---|---|
| Diversification | Spreading investments to manage risk |
| Custom Allocation | Aligning portfolios to client goals and risk tolerance |
| Open Architecture | No restriction on security types; broad investment universe |
| Ongoing Review | Regular evaluation and adjustment of allocations |
This disciplined, client-first philosophy is a hallmark of huntington financial advisors.
A distinguishing feature of huntington financial advisors is their use of model portfolios from respected industry leaders, such as Vanguard and American Funds. These models are designed to capture a wide range of investment styles and market opportunities. Portfolios are rebalanced regularly to ensure they remain aligned with the client's evolving needs and the latest market outlook.
Technology also plays a central role. Through the Envestnet Managed Account Solutions (MAS) platform, huntington financial advisors offer advanced portfolio analytics, seamless account management, and detailed performance tracking. This integration allows for data-driven decisions and greater transparency.
Clients can access digital tools to view their investments in real-time and run scenario analyses, making the investment process more interactive and informed.
Risk management is integrated into every step of the investment process at huntington financial advisors. Advisors conduct holistic risk assessments for each client, evaluating factors such as age, income, investment experience, and future goals. This process helps ensure that clients are neither taking on unnecessary risk nor missing out on growth opportunities.
The firm operates under a strict fiduciary standard, always acting in the best interests of clients. Regular portfolio reviews and ongoing communication are part of this commitment. Clients receive clear, transparent reporting and have access to their advisor for questions or adjustments at any time.
For more details about their fiduciary approach, you can visit the official Huntington Financial Advisors website.
Looking ahead, huntington financial advisors are embracing innovations that enhance value for clients. There is a growing focus on ESG (Environmental, Social, Governance) investing, offering portfolios that align with clients' ethical and sustainability preferences. Transparent ESG reporting helps clients understand the broader impact of their investments.
Artificial intelligence is being leveraged to deliver personalized portfolio recommendations, monitor market trends, and identify risks more proactively. These advancements allow huntington financial advisors to provide a modern, responsive investment experience.
Example: Consider a retiree whose portfolio is diversified across mutual funds and ETFs. Each year, allocations are reviewed and adjusted based on personal needs and market trends, with ESG and AI tools providing additional insights for decision-making.
In summary, huntington financial advisors combine time-tested investment principles with cutting-edge technology to deliver a comprehensive, client-focused approach in 2026.
Choosing the right partner for your financial journey is essential. This step-by-step guide will help you confidently evaluate and engage with huntington financial advisors, ensuring your needs remain the top priority.
Begin by clarifying your overall financial objectives. Identify both short-term goals, such as saving for a home, and long-term ambitions, like retirement or legacy planning.
List all current assets, liabilities, income streams, and regular expenses. This organized overview will help huntington financial advisors understand your unique starting point and tailor their recommendations.
By knowing where you stand, you can communicate your expectations more effectively during your first meeting.
Before selecting an advisor, thoroughly review their professional background. Look for certifications such as CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst), which signal expertise and commitment.
Investigate regulatory history using public databases and the official Huntington Financial Advisors website. Confirm that the advisor is registered and in good standing.
Comparing credentials among huntington financial advisors can help you find someone whose experience aligns with your needs.
Request a detailed list of available services and associated fees. Ask about account minimums, advisory fees, and any additional charges for specialized planning or transactions.
Use a table to summarize your findings for easy comparison:
| Service Type | Minimum Investment | Fee Structure |
|---|---|---|
| Wrap Programs | $25,000 | % of assets |
| Unified Managed Account | $250,000 | % of assets |
Transparent discussions about costs will help you determine which huntington financial advisors’ offerings best match your financial situation.
Prepare a list of questions for your first meeting. Topics might include investment philosophy, communication style, and how your advisor will support you through changing market conditions.
Bring your financial documents and be ready to discuss your risk tolerance, preferred investment approaches, and desired level of involvement.
This initial conversation gives both you and huntington financial advisors a chance to assess compatibility.
After your consultation, reflect on the advisor’s ability to listen and provide clear, personalized guidance. Review client testimonials and check for consistent communication practices.
Ask yourself:
Choosing huntington financial advisors should feel like selecting a trusted partner, not just a service provider.
Once you decide to move forward, complete the required paperwork and funding steps. Clarify expectations for future communication, portfolio reviews, and digital account access.
Set up regular check-ins with your advisor to track progress toward your goals. The onboarding process is designed to make your experience with huntington financial advisors smooth and supportive.
Consider a new client who schedules a meeting with a huntington financial advisors team member. After reviewing their financial situation, the advisor presents a sample portfolio and outlines a personalized financial plan.
The client receives clear explanations about investment options and fee structures. Only after all questions are answered do they proceed, confident in their choice.
Taking these steps will help you build a strong, transparent relationship with your advisor, setting the stage for long-term financial success.
Choosing the right financial partner means looking beyond just services and fees. In 2026, clients are increasingly comparing huntington financial advisors to other firms in terms of transparency, expertise, and breadth of solutions. Understanding these differences allows you to make a confident, informed decision about your financial future.
Fee transparency is one of the key benchmarks when evaluating huntington financial advisors against other firms. Huntington uses a fee-based model, charging a percentage of assets under management rather than relying on commissions. This structure aligns the advisor’s interests with the client’s goals.
Competitors may use commission-based or hybrid models, which can introduce potential conflicts of interest. Huntington’s approach provides clarity in pricing, so clients know exactly what they are paying for. For those who value straightforward costs and fewer surprises, this model can be a significant advantage.
The range of services offered by huntington financial advisors sets them apart from many regional and national competitors. Huntington provides comprehensive wealth management, retirement planning, insurance solutions, and business advisory services. Clients have access to both proprietary and third-party investment options.
Some firms may only focus on investment management or lack resources for specialized needs such as estate planning or business succession. Huntington’s broad service menu is designed to meet the evolving requirements of individuals, families, and organizations at every stage of their financial journey.
With nearly 400 advisors, huntington financial advisors boast one of the largest support networks among regional firms. This scale allows for deeper specialization and more personalized service compared to boutique advisory shops with limited staff.
Huntington invests in robust digital tools and ongoing education for its advisors. Clients benefit from regular portfolio reviews, online account access, and detailed performance reporting. Such infrastructure supports both in-person and virtual engagement, ensuring that clients receive timely and relevant advice.
Regulatory history is an important consideration when selecting a financial partner. Huntington financial advisors are registered with the SEC and adhere to strict fiduciary standards. The firm’s record includes 8 disclosures, which is transparent and available for review by prospective clients.
Many competitors may not provide the same level of openness about their regulatory background. Huntington’s emphasis on fiduciary responsibility and client-first values builds trust and reassures clients that their interests come first. Always review a firm’s compliance record before making a commitment.
Huntington financial advisors serve a wide range of clients, from individuals and families to small businesses and nonprofits. With lower account minimums than many national firms, Huntington makes professional advice accessible to more investors.
For example, their wrap fee programs combine portfolio management and advisory services for a single, streamlined price. This contrasts with firms that charge separately for each service, potentially increasing overall costs.
| Firm | Fee Model | Minimum Investment | Advisors | AUM | Offices |
|---|---|---|---|---|---|
| Huntington | Fee-based | $25,000 (wrap) | 398 | $6.3B+ | 30+ |
| National Firm A | Hybrid | $100,000 | 250 | $10B+ | 20 |
| Boutique Firm B | Commission | $250,000 | 25 | $1B | 3 |
Huntington’s multiple office locations and digital capabilities ensure clients can access support when and how they need it.
As the financial industry evolves, huntington financial advisors are staying at the forefront of innovation. Clients can expect a blend of digital enhancements, advanced analytics, and a continued commitment to responsible investing. The future promises a more connected, insightful, and personalized advisory experience.
Digital transformation is a top priority for huntington financial advisors. In 2026, clients benefit from secure online portals and enhanced mobile apps, making account management seamless from anywhere.
Virtual consultations are more accessible than ever, and digital onboarding reduces paperwork. These upgrades ensure that working with huntington financial advisors feels both personal and convenient, whether you prefer face-to-face meetings or digital communication.
For more details on their digital offerings, you can visit the Huntington Financial Advisors website.
Artificial intelligence is reshaping the way huntington financial advisors serve their clients. AI-driven portfolio construction, risk analysis, and market forecasting are integrated into the advisory process.
Machine learning tools power personalized investment recommendations and real-time scenario analysis. With these innovations, clients receive data-backed insights and more responsive portfolio adjustments.
Sustainability is becoming central to investment decisions. huntington financial advisors offer a wider range of ESG-focused portfolios, empowering clients to align their investments with personal values.
Transparent reporting on environmental and social impact is now standard. Clients can track how their portfolios contribute to positive change, reflecting a growing demand for responsible investing options.
Regulatory compliance remains a cornerstone for huntington financial advisors. The firm continues to adapt to evolving SEC and FINRA standards, ensuring that transparency and investor protection are always prioritized.
Clients benefit from clearer disclosures and more detailed reporting, making it easier to understand costs, performance, and regulatory history.
huntington financial advisors are expanding their suite of services to address new client needs. This includes innovative retirement income solutions and advanced tax-advantaged strategies.
Business and institutional clients now have access to enhanced advisory capabilities, from succession planning to employee benefit consulting. These additions help clients navigate complex financial challenges with greater confidence.
For example, clients now receive quarterly digital reports featuring AI-driven insights and proactive risk alerts. A retiree can review personalized performance analytics and receive recommendations tailored to their specific goals, all through a secure app provided by huntington financial advisors.
huntington financial advisors are committed to staying ahead of industry trends. Their focus on technology, responsible investing, and client-centric service ensures that clients continue to receive relevant, high-value advice as financial landscapes evolve.
As you explore your options for financial planning in 2026, it’s clear that having an advisor who understands your unique needs—especially those tied to your employer and community—can make all the difference. Whether you want a retirement plan built around your Lockheed Martin benefits or need guidance through a complex financial landscape, the right partnership brings clarity and confidence to every decision. If you’re ready to see how a tailored approach can support your goals, I invite you to Schedule a Free Consultation and take the next step toward securing your financial future.
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