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

Highpoint Planning Partners

Independent wealth managerDowners Grove, IllinoisCRD 316636SEC 801-122583websiteIAPD
Legal name Highpoint Advisor Group, LLC
Latest filing Jul 30, 2026
First filing on the tape Sep 29, 2021 · 19 filings
SEC status approved since Oct 29, 2021
RAUM
$4.8B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
98%
$4.7B individuals and HNW
Advisors
114
registered through the firm on IAPD
RAUM per advisor
$42.0M
derived; firm RAUM over IAPD count
Employees
106
102 advisory (5.B.1)
Offices
67
beyond the principal office
Private funds
0
reported on Schedule D
History
19 filings and snapshots on the tape
RAUM$4.8B as of Jul 30, 2026
Mar 29, 2022$3.6B then
HNW client RAUM$3.4B as of Jul 30, 2026
Mar 29, 2022$2.3B then
State-registered IARs (5.B.3)106 as of Jul 30, 2026
Mar 29, 2022104 then
Employees (5.A)106 as of Jul 30, 2026
Mar 29, 2022104 then
Private funds: no history
RAUM +20% over the last fiscal year+23% a year over threeIARs 104 to 106offices 64 to 67
Practice profile
derived from the filing of Jul 30, 2026; every figure names its basis
Archetypes, each a printed rule
  • HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
  • Retirement plan adviser · pension consulting activity (Item 5.G.6) and pension plans at least 25 percent of RAUM or at least 25 pension-plan clients
  • Wrap program sponsor · sponsors a wrap fee program (5.I) with at least $100M of wrap assets
RAUM per advisor
$42.0MderivedRAUM over IAPD advisors; not a book size
Clients per advisor
80derivedindividual and HNW clients (5.D) over advisors
Average HNW client
$1.0MderivedHNW RAUM over HNW clients
Average account
$303,837derivedRAUM over accounts (5.F.2.f)
Discretionary
100%derivedof RAUM
Institutional
1.3%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor
0.9derivedItem 5.A over advisors
Advisors per office
1.7derived68 offices incl. principal (1.F.5)
RAUM growth, one year
+20%derivedbetween the last two annual amendments
Advisor growth, one year
+1.9%derivedItem 5.B.3 between annual amendments
Client growth, one year
+14%derived
Compensation
percentage of assets, hourly, fixed feesreportedItem 5.E
Advisory activities
financial planning, portfolio management for individuals, portfolio management for businesses and institutions, pension consulting, selection of other advisersreportedItem 5.G
Wrap fee program
$4.7BreportedItem 5.I
Custody
$1.5B, 2,953 clientsreportedItem 9.A
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
  • 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)
  • receives research or other products from a broker-dealer, soft dollars (8.E)
  • has custody of client cash or bank accounts (9.A.1.a)
Where the RAUM sits
Form ADV Item 5.D, latest filing
  • High-net-worth individuals$3.4B72%
  • Individuals$1.2B26%
  • Corporations and businesses$44.0M0.9%
  • Pension and profit-sharing plans$31.0M0.6%
  • Charitable organizations$31.0M0.6%
Individual clients
5,856reported
HNW clients
3,304reported
Pension plan clients
27reported
Charitable clients
25reported
Accounts
15,742reported
Financial planning clients
101-250reported
Wrap fee programs
$0 sponsored, $0 managedreported
Custody of client assets
$1.5B for 2,953 clientsreported
Compensation
% of AUM, fixed, hourlyreported
Class basis
private_client_share=0.98 fund_share=0.0 institutional_share=0.01 related_bd=false related_bank=false bd_reps=82.0derived
Advisors registered through the firm
113 on IAPD today, longest tenure first
NameBranchHere sinceIn industryPrior firms
Craig Faris IbrahimDowners Grove, IlSep 8, 200922 y3
Martin Anthony CampbellDowners Grove, Il Oct 2, 200917 y2
Joel Gray ClousingWheaton, Il Jun 16, 201639 y2
David M KujawaCertified Financial Planner, Chartered Financial ConsultantSt. Charles, Il Nov 18, 202019 y2
John M DavilaNaperville, Il Sep 9, 202124 y2
Jeffrey Thomas KochanCertified Financial PlannerNaperville, Il Oct 25, 202115 y2
John Lewis BoyerDes Plaines, Il Nov 1, 202124 y4
Jerome Anthony BellmDowners Grove, Il Nov 1, 202133 y4
Eric Jason BartlettDowners Grove, Il Nov 1, 202118 y4
Carla Ann ReillyOrland Park, Il Nov 1, 202126 y7
Robert P EberlinRosemont, Il Nov 1, 202129 y3
Matthew James KingCertified Financial PlannerChicago, Il Nov 1, 202116 y2
Sammy MoyChicago, Il Nov 1, 202130 y4
Heather A CorleyNaperville, Il Nov 1, 202111 y2
Jeffrey Eugene MartinHuntsville, Al Nov 2, 202124 y2
Mark David GeoffreyKankakee, Il Nov 2, 202121 y2
Steven Richard OstranderDowners Grove, Il Nov 2, 202135 y4
Willard John EinsparCertified Financial PlannerLisle, Il Nov 2, 202132 y2
Scott Andrew PiggushDowners Grove, Il Nov 2, 202119 y4
Steven Russell FronrathCertified Financial PlannerDowners Grove, Il Nov 2, 202110 y1
James Devereux ChaseDowners Grove, Il Nov 3, 202122 y3
Natasha Boris TitovaSan Diego, Ca Nov 3, 202126 y7
John David DuckworthCertified Financial PlannerDowners Grove, Il Nov 16, 202120 y3
Robert Andrew PerezCertified Financial PlannerDowners Grove, Il Nov 16, 202127 y2
John Todd VandervoornDowners Grove, Il Nov 16, 202125 y4
Ronald Cheong Ming ShihChicago, Il Nov 16, 202140 y4
Daniel Gerard MccabeDowners Grove, Il Nov 16, 202138 y3
Richard John TarsitanoDowners Grove, Il Nov 16, 202135 y2
Andrew Albert KeppyDowners Grove, Il Nov 18, 202125 y5
David Lee SwansonNaperville, Il Nov 18, 202125 y3
Jayson Edward GorskiOrland Park, Il Nov 23, 202111 y1
Richard Elson LloydOrland Park, Il Dec 8, 202127 y2
Brandon Lee KennedyDowners Grove, Il Dec 8, 202121 y1
Jerome Jacob KahnDowners Grove, Il Dec 8, 202127 y4
Joel Partyka RileyCertified Financial PlannerDowners Grove, IlDec 8, 202132 y2
Haskel B WeissDowners Grove, Il Dec 8, 202131 y1
Mark Francis PowellCertified Financial PlannerSt. Charles, Il Dec 8, 202125 y2
Brian Christopher DoakCertified Financial PlannerDowners Grove, Il Dec 8, 202124 y5
David Joseph HendersonDowners Grove, Il Dec 8, 202121 y5
Michelle Marie JurasChartered Financial ConsultantDowners Grove, IlDec 8, 202120 y4
All 113 advisors at Highpoint Planning Partners
Advisor movement
1 left, 3 joined in 12 months
net +2 in 12 months0 left in 90 days1 joined in 90 daysdeparture rate 0.9% of current headcount6 left over 36 months
Left, latest
Joined, latest
Every departureEvery arrival
Teams: two or more advisors moving together within fourteen days, from one state
Teams outTeams in
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
  • Anthony Martin Campbell · Partnercontrol
    since 05/2016 · owns less than 5%
  • Faris Craig Ibrahim · Partnercontrol
    since 05/2016 · owns less than 5%
  • Marie Michelle Juras · Chief Compliance Officercontrol
    since 12/2023 · owns less than 5%
  • Anthony Martin Campbell · Managing Membercontrol
    since 01/2022 · owns 75% or more of Campbell Managing Partners, Ltd
  • Faris Craig Ibrahim · Managing Membercontrol
    since 01/2022 · owns 75% or more of Cfi Managing Partners, Inc
  • M. Stephen Potts · Managing Membercontrol
    since 09/2021 · owns 50% to 75% of Hppw LLC
  • M Peter Wilmot · Managing Membercontrol
    since 09/2021 · owns 50% to 75% of Hppw LLC
Entity owners
  • Hppw Holdings, LLC · Managing Member
    direct · owns 75% or more
  • Campbell Managing Partners, Ltd · Managing Member
    indirect · owns 75% or more of Hppw LLC
  • Cfi Managing Partners, Inc · Managing Member
    indirect · owns 75% or more of Hppw LLC
  • Hppw LLC · Managing Member
    indirect · owns 75% or more of Hppw Holdings, LLC
Related persons
Schedule D 7.A
  • Richard Lloyd Jr., Richard Lloyd III
    insurancen
Office movement
IAPD branch city; joins and departures in 12 months
OfficeAdvisorsJoinedLeftTeams outForming
Downers Grove, Il · principal11261
St Charles, Il1810
Naperville, Il1210
Palatine, Il900
Orland Park, Il920
Chicago, Il700
Troy, Mi500
Hoffman Estates, Il500
Rosemont, Il300
Peoria, Il300
Wheaton, Il200
Bloomfield Hills, Mi200
Bourbonnais, Il200
Oak Park, Il200
San Diego, Ca200
Batavia, Il200
Glen Ellyn, Il100
Fountain Hills, Az000
Offices
Schedule D 1.F, the 25 largest
  • St. Charles, IL15 employees
  • Orland Park, IL5 employees
  • Naperville, IL4 employees
  • Troy, MI4 employees
  • Orland Park, IL3 employees
  • Downers Grove, IL3 employees
  • Oak Park, IL2 employees
  • Naperville, IL2 employees
  • Bourbonnais, IL2 employees
  • Rosemont, IL2 employees
  • Bloomingdale, IL2 employees
  • Wheaton, IL2 employees
  • Chicago, IL2 employees
  • , 1 employees
  • Naperville, IL1 employees
  • Morris, IL1 employees
  • Orland Park, IL1 employees
  • , 1 employees
  • Glen Ellyn, IL1 employees
  • Bloomfield Hills, MI1 employees
  • Geneva, IL1 employees
  • Hoffman Estates, IL1 employees
  • Irvine, CA1 employees
  • Peoria, IL1 employees
  • Morton, IL1 employees
ADV anomalies
2 against comparable advisers; where to look, not conclusions
  • control person changedChange between filings · filing Jul 30, 2026
    WILMOT, PETER, M (MANAGING MEMBER) left Schedule A between the filings of 2023-12-22 and 2026-07-30
    peers: independent wealth managers, $1B to $5B (1,360)
  • control person changedChange between filings · filing Jul 30, 2026
    POTTS, STEPHEN, M. (MANAGING MEMBER) left Schedule A between the filings of 2023-12-22 and 2026-07-30
    peers: independent wealth managers, $1B to $5B (1,360)
How anomalies are measured
What changed
consecutive filings, newest first
  • Accounts · 13,813 to 15,742
    Apr 8, 2025 to Mar 27, 2026
  • Advisory employees · 100 to 102
    Apr 8, 2025 to Mar 27, 2026
  • BD registered reps · 80 to 82
    Apr 8, 2025 to Mar 27, 2026
  • Charity clients · 21 to 25
    Apr 8, 2025 to Mar 27, 2026
  • HNW clients · 2,745 to 3,304
    Apr 8, 2025 to Mar 27, 2026
  • Individual clients · 5,256 to 5,856
    Apr 8, 2025 to Mar 27, 2026
  • Pension plan clients · 28 to 27
    Apr 8, 2025 to Mar 27, 2026
  • Assets in custody · $2.2B to $1.5B
    Apr 8, 2025 to Mar 27, 2026
  • Employees · 104 to 106
    Apr 8, 2025 to Mar 27, 2026
  • State-registered IARs · 104 to 106
    Apr 8, 2025 to Mar 27, 2026
  • Other offices · 64 to 67
    Apr 8, 2025 to Mar 27, 2026
  • Discretionary RAUM · $4.0B to $4.8B
    Apr 8, 2025 to Mar 27, 2026
  • HNW RAUM · $2.8B to $3.4B
    Apr 8, 2025 to Mar 27, 2026
  • Individual RAUM · $1.1B to $1.2B
    Apr 8, 2025 to Mar 27, 2026
  • Pension RAUM · $27.0M to $31.0M
    Apr 8, 2025 to Mar 27, 2026
  • RAUM · $4.0B to $4.8B
    Apr 8, 2025 to Mar 27, 2026
  • Related adviser · false to true
    Apr 8, 2025 to Mar 27, 2026
  • Accounts · 13,229 to 13,813
    Dec 20, 2024 to Apr 8, 2025
  • Advisory employees · 94 to 100
    Dec 20, 2024 to Apr 8, 2025
  • BD registered reps · 85 to 80
    Dec 20, 2024 to Apr 8, 2025
  • Charity clients · 20 to 21
    Dec 20, 2024 to Apr 8, 2025
  • Corporate clients · 45 to 46
    Dec 20, 2024 to Apr 8, 2025
  • HNW clients · 2,726 to 2,745
    Dec 20, 2024 to Apr 8, 2025
  • Individual clients · 5,247 to 5,256
    Dec 20, 2024 to Apr 8, 2025
  • Pension plan clients · 32 to 28
    Dec 20, 2024 to Apr 8, 2025
  • Assets in custody · $1.8B to $2.2B
    Dec 20, 2024 to Apr 8, 2025
  • Employees · 96 to 104
    Dec 20, 2024 to Apr 8, 2025
  • Insurance-licensed employees · 1 to 0
    Dec 20, 2024 to Apr 8, 2025
  • Financial planning clients · 101-250 to 101-250
    Dec 20, 2024 to Apr 8, 2025
  • State-registered IARs · 96 to 104
    Dec 20, 2024 to Apr 8, 2025
  • Other offices · 67 to 64
    Dec 20, 2024 to Apr 8, 2025
  • Discretionary RAUM · $3.0B to $4.0B
    Dec 20, 2024 to Apr 8, 2025
  • HNW RAUM · $2.0B to $2.8B
    Dec 20, 2024 to Apr 8, 2025
  • Individual RAUM · $939M to $1.1B
    Dec 20, 2024 to Apr 8, 2025
  • Pension RAUM · $26.6M to $27.0M
    Dec 20, 2024 to Apr 8, 2025
  • RAUM · $3.0B to $4.0B
    Dec 20, 2024 to Apr 8, 2025
  • Related adviser · true to false
    Dec 20, 2024 to Apr 8, 2025
  • Assets in custody · unset to 1820980533.0
    Dec 11, 2024 to Dec 20, 2024
  • Custody of client assets · false to true
    Dec 11, 2024 to Dec 20, 2024
  • Accounts · 7,877 to 13,229
    Jan 4, 2024 to Mar 26, 2024
Signals
32 dated events
  • Anton Prokopenko left Highpoint Planning Partners for Sansone Cpa & Financial (registered 2026-04-13)
    Apr 9, 2026 · Advisor changed firm · fact
  • Highpoint Planning Partners reported RAUM $4.0B, up 33% from $3.0B (2024-12-20 to 2025-04-08)
    Apr 8, 2025 · RAUM change · derived
  • Dory Ann Rodriguez left Highpoint Planning Partners for Apollon Financial, Llc (registered 2025-01-06)
    Jan 16, 2025 · Advisor changed firm · fact
  • Francis Michael Gutrich left Highpoint Planning Partners for Apollon Financial, Llc (registered 2024-10-15)
    Oct 2, 2024 · Advisor changed firm · fact
  • Vantage Financial Partners Limited's advisors moved to Highpoint Planning Partners (Arlington Heights, IL): 8 of 9 registered, on the same day
    Jul 31, 2024 · Firm absorbed (people side) · derived
  • Charles Ridgely Pue Brown no longer registered at Highpoint Planning Partners; no later IA registration on IAPD
    Apr 18, 2024 · Advisor departure · fact
  • Brian Kelleher left Highpoint Planning Partners for The Ameriflex Group (registered 2024-02-05)
    Feb 13, 2024 · Advisor changed firm · fact
  • William Daniel Kelleher left Highpoint Planning Partners for The Ameriflex Group (registered 2024-02-05)
    Feb 13, 2024 · Advisor changed firm · fact
  • Michelle Jamie Calandriello (Chief Compliance Officer) no longer on Schedule A of Highpoint Planning Partners (listed 2023-03-29, absent 2023-12-22)
    Dec 22, 2023 · Control person left · inference
  • Marie Michelle Juras (Chief Compliance Officer) appeared on Schedule A of Highpoint Planning Partners
    Dec 22, 2023 · Control person joined · fact
  • Kyle Leydens left Highpoint Planning Partners for Lpl Financial Llc (registered 2023-11-15)
    Oct 17, 2023 · Advisor changed firm · fact
  • Highpoint Planning Partners reported RAUM $2.6B, down 29% from $3.6B (2022-12-21 to 2023-03-29)
    Mar 29, 2023 · RAUM change · derived
  • Ryan O'Connor no longer registered at Highpoint Planning Partners; no later IA registration on IAPD
    Nov 11, 2022 · Advisor departure · fact
  • Bradley Andrew Schaffnit left Highpoint Planning Partners for Apollon Financial, Llc (registered 2022-10-14)
    Oct 27, 2022 · Advisor changed firm · fact
  • Maureen Bridget James left Highpoint Planning Partners for Apollon Financial, Llc (registered 2022-10-12)
    Oct 21, 2022 · Advisor changed firm · fact
  • 2 advisors left Highpoint Planning Partners (Downers Grove, IL) for Apollon Financial, LLC within 6 days
    Oct 21, 2022 · Team lift-out · derived
  • Brandon Raymond Juodikis left Highpoint Planning Partners for Brj Wealth Management (registered 2022-10-11)
    Aug 18, 2022 · Advisor changed firm · fact
  • Terra Ann Jahns left Highpoint Planning Partners for Global Retirement Partners Llc (registered 2022-07-01)
    Jul 22, 2022 · Advisor changed firm · fact
  • Russell Lew Warye left Highpoint Planning Partners for Global Retirement Partners Llc (registered 2022-07-01)
    Jul 5, 2022 · Advisor changed firm · fact
  • Justin John Dagostino left Highpoint Planning Partners for Vertex Partners (registered 2022-03-31)
    Apr 29, 2022 · Advisor changed firm · fact
  • Cynthia J Mittlestaedt left Highpoint Planning Partners for Vertex Partners (registered 2022-03-31)
    Apr 29, 2022 · Advisor changed firm · fact
  • Michael David Bellis left Highpoint Planning Partners for Vertex Partners (registered 2022-03-31)
    Apr 29, 2022 · Advisor changed firm · fact
  • Steven Paul Franzen left Highpoint Planning Partners for Vertex Partners (registered 2022-06-01)
    Apr 29, 2022 · Advisor changed firm · fact
  • Gregory Paul Benner left Highpoint Planning Partners for Vertex Partners (registered 2022-03-21)
    Apr 29, 2022 · Advisor changed firm · fact
  • Christopher Charles Huston left Highpoint Planning Partners for Vertex Partners (registered 2022-03-31)
    Apr 29, 2022 · Advisor changed firm · fact
  • Tammy Talya Billadeau left Highpoint Planning Partners for Vertex Partners (registered 2022-03-31)
    Apr 29, 2022 · Advisor changed firm · fact
  • Julie Ann Hupp left Highpoint Planning Partners for Vertex Partners (registered 2022-05-13)
    Apr 29, 2022 · Advisor changed firm · fact
  • 7 advisors left Highpoint Planning Partners (Downers Grove, IL) for Vertex Partners on the same day
    Apr 29, 2022 · Team lift-out · derived
  • Highpoint Planning Partners reported 66 offices beyond its principal office, up from 41 (2021-09-29 to 2022-02-25)
    Feb 25, 2022 · Office count change · derived
  • David Joshua Gerry (Managing Member) no longer on Schedule A of Highpoint Planning Partners (listed 2021-09-29, absent 2022-02-25)
    Feb 25, 2022 · Control person left · inference
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
Business phone
630-716-3600reportedpublished by the firm, firm site, Sep 15, 2026
Firm profile
linkedin.com/company/74679395reportedpublic record, Form ADV, Sep 17, 2026
Firm profile
linkedin.com/company/22321672reportedpublic record, Form ADV, Sep 17, 2026
Website
highpointplanningpartners.comreportedpublic record, Form ADV, Sep 17, 2026
Principal office phone
630-719-9222reportedpublic record, Form ADV, Jul 30, 2026
Contact form
highpointplanningpartners.com/contactreportedpublished by the firm, firm site, Sep 15, 2026
Team page
highpointplanningpartners.com/the-hpp-difference/our-teamreportedpublished by the firm, firm site, Sep 15, 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
Independent wealth managerderiveda rule over Items 5.D and 7.A
RAUM per advisor
$42.0Mderivedfirm RAUM over the IAPD count; not a book size
Loaded
Sep 14, 2026