Investment adviser · CRD 316636
HIGHPOINT PLANNING PARTNERS
Investment adviser filing (IA)
HIGHPOINT ADVISOR GROUP, LLC
DOWNERS GROVE, IL, United States · Form ADV filed Jul 30, 2026
- Regulatory AUM
- $4.78B Form ADV · Item 5.F
- Client accounts
- 15,742 Accounts, not individual clients
- Employees
- 106 Reported in this filing
- Advisory professionals
- 102 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 3,304 | $3,446,000,000 | 72.0% |
| Individuals | 5,856 | $1,231,000,000 | 25.7% |
| Corporations & businesses | 46 | $44,000,000 | 0.9% |
| Retirement plans | 27 | $31,000,000 | 0.6% |
| Charities | 25 | $31,000,000 | 0.6% |
Filing source
Form ADV 2123104 · Jul 30, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jul 30, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers
Compensation
Percentage of assets · Hourly · Fixed
Principal office
2651 WARRENVILLE ROAD, SUITE 200DOWNERS GROVE, IL, 60515, United States
CRD 316636
Filing source
Form ADV 2123104 · Jul 30, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.