DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Huntington Financial Advisors
Legal name The Huntington Investment Company
Latest filing Aug 21, 2026
First filing on the tape Mar 30, 2012 · 57 filings
SEC status approved since Oct 6, 2000
RAUM
$7.9B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
99%
$7.8B individuals and HNW
Advisors
427
registered through the firm on IAPD
RAUM per advisor
$18.5M
derived; firm RAUM over IAPD count
Employees
520
415 advisory (5.B.1)
Offices
787
beyond the principal office
Private funds
0
reported on Schedule D
History
57 filings and snapshots on the tape
RAUM$7.9B as of Aug 21, 2026
Mar 30, 2012$505M then
HNW client RAUM$1.1B as of Aug 21, 2026
Mar 5, 2024$600M then
State-registered IARs (5.B.3)361 as of Aug 21, 2026
Mar 30, 20120 then
Employees (5.A)520 as of Aug 21, 2026
Mar 26, 2013250 then
Private funds: no history
RAUM +24% over the last fiscal year+22% a year over threeIARs 351 to 361
Practice profile
derived from the filing of Aug 21, 2026; every figure names its basis
Archetypes, each a printed rule
- Broker-dealer affiliated · Item 7.A.1 (broker-dealer affiliate) and at least 50 registered representatives (Item 5.B.2), or the adviser is itself a broker-dealer (6.A.1)
- Mass-affluent RIA · private-client share at least 50 percent, non-HNW individuals at least 60 percent of private-client RAUM
- Wrap program sponsor · sponsors a wrap fee program (5.I) with at least $100M of wrap assets
- RAUM per advisor
- $18.4MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 98derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $1.6MderivedHNW RAUM over HNW clients
- Average account
- $186,117derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.2%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.2derivedItem 5.A over advisors
- Advisors per office
- 0.5derived788 offices incl. principal (1.F.5)
- RAUM growth, one year
- +24%derivedbetween the last two annual amendments
- Advisor growth, one year
- +2.8%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +14%derived
- Compensation
- percentage of assetsreportedItem 5.E
- Advisory activities
- portfolio management for individuals, portfolio management for businesses and institutions, selection of other advisersreportedItem 5.G
- Wrap fee program
- $7.9BreportedItem 5.I
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- is a broker-dealer (6.A.1)
- is an insurance broker or agent (6.A.6)
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Individuals$6.7B85%
- High-net-worth individuals$1.1B14%
- Corporations and businesses$96.1M1.2%
- Charitable organizations$12.5M0.2%
- Individual clients
- 41,475reported
- HNW clients
- 678reported
- Pension plan clients
- n/areported
- Charitable clients
- 27reported
- Accounts
- 42,399reported
- Financial planning clients
- reported
- Wrap fee programs
- $7.9B sponsored, $0 managedreported
- Custody of client assets
- noreported
- Compensation
- % of AUMreported
- Class basis
- private_client_share=0.99 fund_share=0.0 institutional_share=0.0 related_bd=true related_bank=false bd_reps=411.0derived
Advisors registered through the firm
428 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Venetia Marcene Abulaban | Columbus, Oh | Jan 17, 2002 | 40 y | 0 |
| Edward E Balaj | Akron, Oh | Jan 28, 2002 | 31 y | 0 |
| Joseph Donald Leonetti | Columbus, Oh | Oct 22, 2003 | 28 y | 0 |
| David Philip Brindley | Hudson, Oh | May 21, 2004 | 25 y | 1 |
| Belinda Jane ShermanCertified Financial Planner | Cincinnati, Oh | Mar 25, 2005 | 24 y | 1 |
| Steven Lawrence Edwards | Maumee, Oh | Feb 3, 2006 | 27 y | 2 |
| Blaise Meredith RobesonCertified Financial Planner | Charleston, Wv | Mar 29, 2006 | 28 y | 0 |
| Michael John Moessner | Lima, Oh | Apr 3, 2006 | 23 y | 0 |
| David John Merola | Powell, Oh | Apr 3, 2006 | 36 y | 0 |
| Jennifer G. Drapp | Ft. Mitchell, Ky | Apr 10, 2006 | 32 y | 0 |
| Mark Anthony Molk | Dover, Oh | Apr 24, 2006 | 22 y | 1 |
| Christopher Andrew Brown | Aurora, Oh | Nov 27, 2006 | 28 y | 1 |
| Egidio Vincent Difazio | Columbus, Oh | Dec 11, 2007 | 26 y | 1 |
| Sandra Michelle Mills | Batavia, Oh | Jan 10, 2008 | 22 y | 0 |
| Kyle F Lybarger | Rocky River, Oh | Feb 6, 2008 | 19 y | 2 |
| Job A Ward | Indianapolis, In | Feb 12, 2008 | 26 y | 0 |
| Laura Catherine HoweCertified Financial Planner | Morgantown, Wv | Apr 2, 2008 | 20 y | 0 |
| Jodi Lin Crouch | Cincinnati, Oh | Apr 29, 2008 | 30 y | 0 |
| Eric Donald Stockley | Ravenna, Oh | Oct 10, 2008 | 17 y | 0 |
| Steven C Gress | Dublin, Oh | Oct 17, 2008 | 18 y | 1 |
| Andrew C Simons | Dublin, Oh | Oct 22, 2008 | 22 y | 0 |
| Brian Keith SteeleCertified Financial Planner | Pickerington, Oh | Dec 5, 2008 | 28 y | 2 |
| Jon Erin ShortCertified Financial Planner | Indianapolis, In | Jan 7, 2009 | 25 y | 1 |
| Steven L Worsham | Dover, Oh | Mar 6, 2009 | 22 y | 2 |
| Jacob Charles Chalupa | Oregon, Oh | Jun 29, 2009 | 17 y | 2 |
| Howard James O'Malley | Columbus, Oh | Jun 29, 2009 | 24 y | 4 |
| Andrew William Kessinger | Columbus, Oh | Jun 30, 2009 | 27 y | 1 |
| Anthony Thomas FidelibusChartered Financial Consultant | Columbus, Oh | Jul 7, 2009 | 30 y | 1 |
| Brandon Robert Hale | Traverse City, Mi | Dec 18, 2009 | 19 y | 0 |
| Scott Baxter Wilkinson | Canton, Oh | Dec 22, 2009 | 23 y | 0 |
| Michelle Denise Loftus | Gahanna, Oh | Feb 17, 2010 | 31 y | 0 |
| Shad Louis Tyson | Newark, Oh | Apr 14, 2010 | 23 y | 0 |
| Kimberly Michelle BashamCertified Financial Planner | Fort Mitchell, Ky | Apr 19, 2010 | 26 y | 0 |
| Terresa Gay Tawney Pratt | Huntingron, Wv | May 13, 2010 | 28 y | 4 |
| Jason Slates | Canton, Oh | May 17, 2010 | 28 y | 3 |
| Christopher John Labbe | Canton, Oh | Jun 8, 2010 | 27 y | 3 |
| Jason Thompson CrottieCertified Financial Planner | Grand Rapids, Mi | Jul 6, 2010 | 25 y | 0 |
| Frank Burton Stewart | Birmingham, Mi | Jul 6, 2010 | 34 y | 0 |
| William Andrew Mokma | Grand Rapids, Mi | Jul 6, 2010 | 28 y | 0 |
| Jason Gardiner Hall | Grand Rapids, Mi | Jul 6, 2010 | 30 y | 0 |
Advisor movement
26 left, 25 joined in 12 months
net -1 in 12 months10 left in 90 days6 joined in 90 daysdeparture rate 6.1% of current headcount90 left over 36 months
Left, latest
- Christopher C Johnson to Ameriprise Financial Services, LLCAug 25, 2026 · Affiliated broker-dealer or bank to another
- Austin Dillon to Ameriprise Financial Services, LLCAug 18, 2026 · Affiliated broker-dealer or bank to another
- Jeff Tracy Guthrie to Cetera Investment Advisers LLCJul 24, 2026 · Affiliated broker-dealer or bank to another
- Wendell Anthony Rounds to Ameriprise Financial Services, LLCJul 17, 2026 · Affiliated broker-dealer or bank to another
- Adam Lundy to U.S. Bancorp Advisors, LLCJul 17, 2026 · Affiliated broker-dealer or bank to another
- Anastasiia Artemovna Wagoner to Charles Schwab & Co., Inc.Jul 14, 2026 · Affiliated broker-dealer or bank to another
- Shannon Nicole Montell to Ameriprise Financial Services, LLCJul 14, 2026 · Affiliated broker-dealer or bank to another
- David Desciscio to Pnc Wealth ManagementJul 14, 2026 · Affiliated broker-dealer or bank to another
- Marc Michael Froebel to Merrill Lynch, Pierce, Fenner & Smith IncorporatedJun 26, 2026 · Affiliated broker-dealer or bank to wirehouse
- Brian Nicholas Mcbride to First Citizens Investor Services, Inc.Jun 26, 2026 · Affiliated broker-dealer or bank to another
- Scott M Metz to Pnc Wealth ManagementJun 3, 2026 · Affiliated broker-dealer or bank to another
- Aaron Tesavis to Arvest Wealth ManagementJun 2, 2026 · Affiliated broker-dealer or bank to independent RIA
- Dominick Clement Kassa to Cambridge Investment Research Advisors, Inc.May 27, 2026 · Affiliated broker-dealer or bank to another
- Todd Winchell to Pnc Wealth ManagementMay 19, 2026 · Affiliated broker-dealer or bank to another
- Derek L'Huillier to LPL Financial LLCMay 15, 2026 · Affiliated broker-dealer or bank to another
Joined, latest
- Adrienne Stroupe from Truist Advisory Services, Inc.Sep 1, 2026 · Affiliated broker-dealer or bank to another
- Erich Stabelfeldt from U.S. Bancorp Advisors, LLCAug 20, 2026 · Affiliated broker-dealer or bank to another
- Brian Patrick Hughes from Manning & Napier Advisors, LLCAug 3, 2026 · RIA to affiliated broker-dealer or bank
- Kyle William Walchli from J.P. Morgan Securities LLCJul 9, 2026 · Wirehouse to affiliated broker-dealer or bank
- Soo Lee from J.P. Morgan Securities LLCJul 7, 2026 · Wirehouse to affiliated broker-dealer or bank
- Kalpesh Shah from Pnc Wealth ManagementJun 22, 2026 · Affiliated broker-dealer or bank to another
- Francis J Aiello from Edward JonesMay 7, 2026 · Affiliated broker-dealer or bank to another
- Aaron Tesavis from Arvest Wealth ManagementMay 5, 2026 · RIA to affiliated broker-dealer or bank
- Garica Brown Cremeans from Charles Schwab & Co., Inc.Apr 27, 2026 · Affiliated broker-dealer or bank to another
- Paul Krepinski from Edward JonesMar 12, 2026 · Affiliated broker-dealer or bank to another
- Keia K Holt from Empower Advisory Group, LLCMar 9, 2026 · Affiliated broker-dealer or bank to another
- Steven Joseph Heimermann from LPL Financial LLCMar 4, 2026 · Affiliated broker-dealer or bank to another
- Marcus Burns from LPL Financial LLCFeb 17, 2026 · Affiliated broker-dealer or bank to another
- Magdalena Woroniecki from Sikich FinancialFeb 11, 2026 · RIA to affiliated broker-dealer or bank
- Gregory Scott Mccoy from Cetera Investment Advisers LLCJan 22, 2026 · Affiliated broker-dealer or bank to another
Teams: two or more advisors moving together within fourteen days, from one state
- 2 left for Key Investment Services LLCApr 13, 2026 · Cincinnati, Oh
- 2 left for LPL Financial LLCJun 18, 2025 · Mentor, Oh
- 3 left for OnedigitalJul 6, 2023 · Columbus, Oh
- 2 left for Fifth Third Securities, Inc.May 17, 2023 · Dublin, Oh
- 2 left for J.P. Morgan Securities LLCJan 4, 2023 · Columbus, Oh
- 3 left for Fidelity Personal And Workplace AdvisorsSep 27, 2021 · Lagrange, Oh
- 2 left for J.P. Morgan Securities LLCJul 28, 2021 · Columbus, Oh
- 2 left for Morgan StanleyJan 19, 2021 · Cincinnati, Oh
- 2 joined from Key Investment Services LLCApr 28, 2023 · Brooklyn, Oh
- 19 joined from Cetera Investment Advisers LLCOct 13, 2021 · Kentwood, Mi
- 2 joined from Cetera Investment Advisers LLCOct 13, 2021 · Ravenna, Oh
- 2 joined from Td Ameritrade, Inc.Jan 11, 2021 · Orange Village, Oh
- 2 joined from Citizens Securities, Inc.Nov 3, 2020 · Fairlawn, Oh
- 2 joined from Pnc Wealth ManagementNov 23, 2018 · Cleveland, Oh
- 4 joined from Pnc Wealth ManagementOct 30, 2018 · Cleveland, Oh
- 2 joined from Bmo Harris Financial Advisors, IncApr 9, 2018 · Naperville, Il
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Erica Duncan · Board Membercontrolsince 12/2024 · owns less than 5%
- Cynthia Jean Foresta · Chief Compliance Officercontrolsince 01/2024 · owns less than 5%
- Melissa Holding · Director Of Wealth Managementcontrolsince 05/2024 · owns less than 5%
- David James Hutcheson · Board Membercontrolsince 01/2023 · owns less than 5%
- Shawn Patrick Lough · Board Membercontrolsince 01/2023 · owns less than 5%
- Michael Miroballi · Board Membercontrolsince 01/2023 · owns less than 5%
- Aaron Reber · Board Membercontrolsince 07/2024 · owns less than 5%
- Monica Vickman Ballard · Secretarysince 10/2023 · owns less than 5%
- Jeffrey Michael Boardman · Conflict Officersince 09/2023 · owns less than 5%
- Michael Evans Brunner · Rosfpsince 07/2024 · owns less than 5%
- Michael David Erdelyi · Principal Operations Officersince 05/2024 · owns less than 5%
- Emily Elizabeth Ferguson · Chief Technology Officersince 03/2024 · owns less than 5%
- Melanie Kate-Mcfarland Hamilton · Principal Financial Officersince 01/2018 · owns less than 5%
- Alex C Polivka · Aml Officersince 09/2023 · owns less than 5%
- Stephen Monroe Richardson · Chief Financial Officersince 07/2019 · owns less than 5%
- Greg James Smith · Aml Officersince 04/2026 · owns less than 5%
Entity owners
- Huntington Bancshares Incorporated · Parent Companydirect · owns 75% or more · public reporting company
Related persons
Schedule D 7.A
- Huntington National Bankn
Advisers that list Huntington Financial Advisors as a related person
- 110382 n
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Columbus, Oh · principal | 128 | 14 | 9 | ||
| Chicago, Il | 20 | 3 | 0 | ||
| Cincinnati, Oh | 11 | 1 | 2 | 1 | |
| Dublin, Oh | 10 | 0 | 1 | ||
| Mentor, Oh | 10 | 0 | 0 | ||
| Canton, Oh | 8 | 0 | 0 | ||
| Byron Center, Mi | 8 | 0 | 1 | ||
| Grand Rapids, Mi | 8 | 0 | 0 | ||
| Saginaw, Mi | 7 | 1 | 0 | ||
| Gahanna, Oh | 7 | 0 | 0 | ||
| Toledo, Oh | 7 | 0 | 0 | ||
| Dover, Oh | 7 | 1 | 1 | ||
| Cleveland, Oh | 6 | 0 | 0 | ||
| Midland, Mi | 6 | 0 | 0 | ||
| Medina, Oh | 6 | 0 | 0 | ||
| Indianapolis, In | 6 | 1 | 0 | ||
| Powell, Oh | 6 | 0 | 0 | ||
| Charlotte, Nc | 6 | 0 | 1 | ||
| Grove City, Oh | 6 | 1 | 0 | ||
| Pittsburgh, Pa | 6 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
- Akron, OH19 employees
- Columbus, OH7 employees
- Worthington, OH6 employees
- Dublin, OH4 employees
- Ft. Mitchell, KY4 employees
- Mentor, OH4 employees
- Auburn Hills, MI4 employees
- Byron Center, MI4 employees
- Salem, OH3 employees
- New Middletown, OH3 employees
- Youngstown, OH3 employees
- Youngstown, OH3 employees
- Hermitage, PA3 employees
- Huntington, WV3 employees
- Warren, OH3 employees
- Morgantown, WV3 employees
- New Castle, PA3 employees
- Twinsburg, OH3 employees
- Columbus, OH3 employees
- Traverse City, MI2 employees
- Beaver, PA2 employees
- Cuyahoga Falls, OH2 employees
- Bethel Park, PA2 employees
- Toledo, OH2 employees
- Dover, OH2 employees
ADV anomalies
3 against comparable advisers; where to look, not conclusions
- control person changedChange between filings · filing Aug 21, 2026DUNCAN, ERICA (BOARD MEMBER) appeared on Schedule A between the filings of 2024-11-18 and 2026-08-21peers: affiliated wealth managers, $5B to $20B (53)
- control person changedChange between filings · filing Aug 21, 2026HUTCHESON, DAVID JAMES (BOARD MEMBER) left Schedule A between the filings of 2024-11-18 and 2026-08-21peers: affiliated wealth managers, $5B to $20B (53)
- control person changedChange between filings · filing Aug 21, 2026REBER, AARON (BOARD MEMBER) left Schedule A between the filings of 2024-11-18 and 2026-08-21peers: affiliated wealth managers, $5B to $20B (53)
What changed
consecutive filings, newest first
- Accounts · 37,298 to 42,399Jul 21, 2025 to Mar 31, 2026
- Advisory employees · 398 to 415Jul 21, 2025 to Mar 31, 2026
- BD registered reps · 385 to 411Jul 21, 2025 to Mar 31, 2026
- Charity clients · 73 to 27Jul 21, 2025 to Mar 31, 2026
- Corporate clients · 139 to 218Jul 21, 2025 to Mar 31, 2026
- HNW clients · 392 to 678Jul 21, 2025 to Mar 31, 2026
- Individual clients · 36,694 to 41,475Jul 21, 2025 to Mar 31, 2026
- Employees · 501 to 520Jul 21, 2025 to Mar 31, 2026
- State-registered IARs · 351 to 361Jul 21, 2025 to Mar 31, 2026
- Discretionary RAUM · $6.3B to $7.9BJul 21, 2025 to Mar 31, 2026
- HNW RAUM · $615M to $1.1BJul 21, 2025 to Mar 31, 2026
- Individual RAUM · $5.6B to $6.7BJul 21, 2025 to Mar 31, 2026
- RAUM · $6.3B to $7.9BJul 21, 2025 to Mar 31, 2026
- Wrap assets (sponsor) · $6.3B to $7.9BJul 21, 2025 to Mar 31, 2026
- Financial planning clients · unset to Mar 31, 2025 to Jul 21, 2025
- Accounts · 32,956 to 37,298Nov 18, 2024 to Mar 31, 2025
- Advisory employees · 408 to 398Nov 18, 2024 to Mar 31, 2025
- BD registered reps · 438 to 385Nov 18, 2024 to Mar 31, 2025
- Charity clients · 29 to 73Nov 18, 2024 to Mar 31, 2025
- Corporate clients · 194 to 139Nov 18, 2024 to Mar 31, 2025
- HNW clients · 564 to 392Nov 18, 2024 to Mar 31, 2025
- Individual clients · 32,169 to 36,694Nov 18, 2024 to Mar 31, 2025
- Employees · 483 to 501Nov 18, 2024 to Mar 31, 2025
- State-registered IARs · 350 to 351Nov 18, 2024 to Mar 31, 2025
- Other offices · 766 to 787Nov 18, 2024 to Mar 31, 2025
- Discretionary RAUM · $5.2B to $6.3BNov 18, 2024 to Mar 31, 2025
- HNW RAUM · $600M to $615MNov 18, 2024 to Mar 31, 2025
- Individual RAUM · $4.5B to $5.6BNov 18, 2024 to Mar 31, 2025
- RAUM · $5.2B to $6.3BNov 18, 2024 to Mar 31, 2025
- Wrap assets (sponsor) · $5.2B to $6.3BNov 18, 2024 to Mar 31, 2025
- Accounts · 29,200 to 32,956Jan 26, 2024 to Mar 5, 2024
- Advisory employees · 366 to 408Jan 26, 2024 to Mar 5, 2024
- BD registered reps · 396 to 438Jan 26, 2024 to Mar 5, 2024
- Charity clients · 22 to 29Jan 26, 2024 to Mar 5, 2024
- Corporate clients · 230 to 194Jan 26, 2024 to Mar 5, 2024
- HNW clients · unset to 564.0Jan 26, 2024 to Mar 5, 2024
- Individual clients · 28,948 to 32,169Jan 26, 2024 to Mar 5, 2024
- Employees · 432 to 483Jan 26, 2024 to Mar 5, 2024
- State-registered IARs · 325 to 350Jan 26, 2024 to Mar 5, 2024
- Discretionary RAUM · $4.3B to $5.2BJan 26, 2024 to Mar 5, 2024
Signals
60 dated events
- Scott Allen Wertz added a TX registration at Huntington Financial AdvisorsSep 15, 2026 · New state registration · fact
- Michael Hewitt added a KY registration at Huntington Financial AdvisorsSep 15, 2026 · New state registration · fact
- Michael Hewitt added a OH registration at Huntington Financial AdvisorsSep 15, 2026 · New state registration · fact
- Christopher C Johnson left Huntington Financial Advisors for Ameriprise Financial Services, Llc (registered 2026-06-29)Aug 25, 2026 · Advisor changed firm · fact
- Austin Dillon left Huntington Financial Advisors for Ameriprise Financial Services, Llc (registered 2026-06-29)Aug 18, 2026 · Advisor changed firm · fact
- Jeff Tracy Guthrie left Huntington Financial Advisors for Cetera Investment Advisers Llc (registered 2026-07-28)Jul 24, 2026 · Advisor changed firm · fact
- Adam Lundy left Huntington Financial Advisors for U.S. Bancorp Advisors, Llc (registered 2026-07-14)Jul 17, 2026 · Advisor changed firm · fact
- Wendell Anthony Rounds left Huntington Financial Advisors for Ameriprise Financial Services, Llc (registered 2026-07-02)Jul 17, 2026 · Advisor changed firm · fact
- Anastasiia Artemovna Wagoner left Huntington Financial Advisors for Charles Schwab & Co., Inc. (registered 2026-07-29)Jul 14, 2026 · Advisor changed firm · fact
- Shannon Nicole Montell left Huntington Financial Advisors for Ameriprise Financial Services, Llc (registered 2026-07-23)Jul 14, 2026 · Advisor changed firm · fact
- David Desciscio left Huntington Financial Advisors for Pnc Wealth Management (registered 2026-07-21)Jul 14, 2026 · Advisor changed firm · fact
- Brian Nicholas Mcbride left Huntington Financial Advisors for First Citizens Investor Services, Inc. (registered 2026-06-29)Jun 26, 2026 · Advisor changed firm · fact
- Marc Michael Froebel left Huntington Financial Advisors for Merrill Lynch, Pierce, Fenner & Smith Incorporated (registered 2026-08-10)Jun 26, 2026 · Advisor changed firm · fact
- Scott M Metz left Huntington Financial Advisors for Pnc Wealth Management (registered 2026-08-05)Jun 3, 2026 · Advisor changed firm · fact
- Aaron Tesavis left Huntington Financial Advisors for Arvest Wealth Management (registered 2026-06-04)Jun 2, 2026 · Advisor changed firm · fact
- Dominick Clement Kassa left Huntington Financial Advisors for Cambridge Investment Research Advisors, Inc. (registered 2026-05-07)May 27, 2026 · Advisor changed firm · fact
- Todd Winchell left Huntington Financial Advisors for Pnc Wealth Management (registered 2026-05-21)May 19, 2026 · Advisor changed firm · fact
- Derek L'Huillier left Huntington Financial Advisors for Lpl Financial Llc (registered 2026-05-14)May 15, 2026 · Advisor changed firm · fact
- Steven Andrew Lee left Huntington Financial Advisors for Key Investment Services Llc (registered 2026-04-13)Apr 13, 2026 · Advisor changed firm · fact
- James Joseph Schroeder left Huntington Financial Advisors for Key Investment Services Llc (registered 2026-04-08)Apr 13, 2026 · Advisor changed firm · fact
- 2 advisors left Huntington Financial Advisors (Cincinnati, OH) for Key Investment Services LLC on the same dayApr 13, 2026 · Team lift-out · derived
- Adam Aldrich left Huntington Financial Advisors for Mai Capital Management, Llc (registered 2026-02-13)Feb 3, 2026 · Advisor changed firm · fact
- Jesse Best left Huntington Financial Advisors for Cetera Investment Advisers Llc (registered 2026-01-20)Jan 27, 2026 · Advisor changed firm · fact
- John Eric Casey left Huntington Financial Advisors for Wells Fargo Advisors (registered 2026-01-05)Dec 16, 2025 · Advisor changed firm · fact
- James Robert Herberger left Huntington Financial Advisors for Wesbanco Securities, Inc. (registered 2025-11-06)Nov 12, 2025 · Advisor changed firm · fact
- Johanna Marie Mears left Huntington Financial Advisors for First Citizens Investor Services, Inc. (registered 2025-10-23)Oct 20, 2025 · Advisor changed firm · fact
- John Kim left Huntington Financial Advisors for Bok Financial Private Wealth, Inc. (registered 2025-10-27)Oct 17, 2025 · Advisor changed firm · fact
- Michael Thomas Langenberg left Huntington Financial Advisors for Lpl Financial Llc (registered 2025-10-14)Oct 16, 2025 · Advisor changed firm · fact
- Cary Lee Beach left Huntington Financial Advisors for Svb Wealth (registered 2026-08-19)Sep 22, 2025 · Advisor changed firm · fact
- Charles Carl Scrattish left Huntington Financial Advisors for Key Investment Services Llc (registered 2025-10-02)Sep 22, 2025 · Advisor changed firm · fact
Across DFX
shared identifiers only, never a name match
- The Huntington Investment Company · Private Equityshared crd · intermediary
How to reach
public business contact points only, each with its source
- Firm profile
- LinkedIn.com/company/huntington-financial-advisors/mycompanyreportedpublic record, Form ADV, Sep 17, 2026
- Website
- HUNTINGTON.COMreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 800.322.4600reportedpublic record, Form ADV, Aug 21, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Broker-dealer affiliated wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $18.5Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026