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HIGHPOINT PLANNING PARTNERS
HIGHPOINT ADVISOR GROUP, LLC
CRD 316636 · SEC 801-122583
2651 WARRENVILLE ROAD, SUITE 200, DOWNERS GROVE, IL, 60515, United States
Phone
630-719-9222
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$4.78B
Discretionary AUM
$4.78B
Team
106 total employees; 102 advisory reps; 1090 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-14
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 5856 | $1.23B |
| High net worth individuals | 3304 | $3.45B |
| Pension/profit sharing plans | 27 | $31.0M |
| Charitable organizations | 25 | $31.0M |
| Corporations/business entities | 46 | $44.0M |
States served
AL, AZ, AR, CA, CO, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NY, NC, OH, OK, OR, PA, RI, SC, TN, UT, VA, WV, WI, WY, MO, WA, TX, NH, HI, CT, FL, SD
All web addresses on file
- https://www.twitter.com/TWGWealthPlan
- https://www.doakfinancial.com/
- https://www.facebook.com/DoakFinancial/
- https://www.linkedin.com/company/einsparfamilyfinancial/
- https://www.twitter.com/DoakFinancial
- https://www.roundhillwealth.com
- https://www.einsparfamilyfinancial.com/
- https://www.stonebridgewealthadvisors.com
- https://www.facebook.com/corewealthplanning/
- https://www.twitter.com/roundhillwealth
- https://www.facebook.com/TWGWealthPlanning/
- https://www.linkedin.com/company/kennedy-financial-group-llc/
- https://www.twitter.com/SAPiggush
- https://www.facebook.com/p/McCabe-Financial-Group-100063997064713/
- https://www.linkedin.com/in/highpoint-advisor-group-3335029b/
- https://www.facebook.com/OnPath-OutReach-111297665578949/
- https://m.facebook.com/p/Black-Diamond-Planners-100057015267186/
- https://www.corewealthplanning.com/
- https://www.linkedin.com/company/vantage-financial-partners-ltd/
- https://www.linkedin.com/company/mccabe-financial-group-mfgchicago/
- https://x.com/doakfinancial
- https://x.com/twgwealthplan
- https://x.com/onpathfinancial
- https://x.com/RoundHillWealth
- https://x.com/SAPiggush
- https://www.kpwateam.com
- https://www.linkedin.com/company/elevation-wealth-management-llc/
- https://www.facebook.com/RLloydCo/#
- https://www.elevationwealthteam.com/
- https://www.tomorrowswealthplanning.com/
- http://www.linkedin.com/company/74679395
- https://www.facebook.com/10150114899785526
- https://www.facebook.com/572576296238500
- https://www.linkedin.com/company/sa-piggush-financial-consultants
- https://www.linkedin.com/company/cefadvisorsgroup/
- https://www.youtube.com/channel/UCvqk3XISyb9jS_kjG--Myzw
- https://www.theschaffnitgroup.com/
- https://www.mccabefinancialgroup.com
- https://www.facebook.com/einsparfamilyfinancial/
- https://www.blackdiamondplanners.com
- https://www.midwestfamilywealth.com
- https://www.facebook.com/kennedyfinancialgroup/
- https://www.linkedin.com/company/professional-wealth-advisors-llc/
- https://www.facebook.com/ProfessionalWealthAdvisors
- https://www.linkedin.com/company/onpath-financial-llc/about/
- https://www.lplmidwest.com
- https://www.intrinsicinvestment.com/
- https://www.professionalwealthadvisors.com/
- https://www.rlloyd.net/
- https://www.facebook.com/roundhillwealth/
- https://www.facebook.com/onpathfinancial/
- https://www.murphywealthmanagement.com
- https://www.onpathfinancial.com
- https://www.kennedyfg.com
- https://www.sapiggush.com/
- https://www.linkedin.com/company/stonebridgewealthadvisorsllc/
- https://www.facebook.com/stonebridgewealthadvisors/
- https://www.facebook.com/715537275154902
- https://www.mikelynch.com/
- https://www.paltd.com/
- https://www.chaseentfinancial.com/
- https://www.twitter.com/onpathfinancial
- https://www.highpointplanningpartners.com
- https://www.facebook.com/sapiggush/
- https://www.rsmfinancialsolutions.com/
- https://www.linkedin.com/company/twgwealthplanning/
- https://www.twgwealthplanning.com/
- https://www.facebook.com/people/Chase-Enterprises-Financial/100063992593833/
- https://www.facebook.com/ToddVanDerVoornFinancialWealth
- https://www.grwmg.com
- https://www.facebook.com/113709610372227
- https://www.facebook.com/1648817885394086
- http://www.linkedin.com/company/22321672
- https://www.instagram.com/twgwealthplanning/
- https://www.instagram.com/doakfinancial/
- https://www.facebook.com/108377165236102
- https://www.facebook.com/169472979729835
- http://www.linkedin.com/company/77119341
- http://www.linkedin.com/company/104814562
- https://www.linkedin.com/company/intrinsic-wealth-management/
- https://www.linkedin.com/company/vantage-financial-partners-ltd/posts/?feedView=all
- https://www.facebook.com/people/Intrinsic-Wealth-Management/61580965510994/#
- https://www.vantagefinancial.com/
Official SEC filing: View on IAPD