Vestgen Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Chicago, IL. Its latest Form ADV filing, dated March 31, 2026, reports $6.7B in regulatory assets under management, 165 employees, 16 offices, and 22,790 accounts.
Assets Under Management
$6.7B
Employees
165
Offices
16 offices
Total Clients
22,790
Primary office
CHICAGO, IL
1 NORTH FRANKLIN, SUITE 1850, CHICAGO, IL, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 94.2% of total clients.
Top client categories% of clientsClients
1
Individuals
94.2%
21,477
2
HNWI
5.8%
1,313
Categories with <5 clients
Banking or thrift institutions<5 clients
Charitable Organizations<5 clients
Other categories<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$6.7Bas of March 31, 2026
Discretionary85.0%
$5.7B
85% of total RAUM85.0%
Non-discretionary15.0%
$1000M
15% of total RAUM15.0%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$6.7B
Total Accounts22,790
10Y AUM Change+$6.7B
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees165
Clients per Employee138:1
10Y Employee Change+158 (+2257.1%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.