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.
Matthew James King
- Title
- Financial Advisorreportedhighpointplanningpartners.comfirm site, Sep 15, 2026
- Professional profile
- highpointplanningpartners.com/the-hpp-difference/our-team/matthew-j-kireportedhighpointplanningpartners.comfirm site, Sep 15, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- Highpoint Planning Partners independent RIA currentsince Nov 1, 2021 · Downers Grove, Il
- Highpoint Advisor Group, LLC formerFeb 5, 2020 to Dec 31, 2021 · Wheaton, Il
- Edward Jones national BDSep 1, 2010 to Oct 8, 2019 · Fort Myers, Fl
- Highpoint Advisor Group, LLC to Highpoint Planning Partnersleft Dec 31, 2021, registered Nov 1, 2021 (-60 days) · corporate re-registration, not a move
- Edward Jones to Highpoint Advisor Group, LLCleft Oct 8, 2019, registered Feb 5, 2020 (120 days) · Affiliated broker-dealer or bank to independent RIA
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 16derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address