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VestGen Advisors
At VestGen, we’re transforming succession planning. We’ve created a first-of-its-kind destination where retiring advisors can transition their businesses with...
VestGen Advisors
At VestGen, we’re transforming succession planning. We’ve created a first-of-its-kind destination where retiring advisors can transition their businesses with confidence, providing their clients and loved ones with the care of a trusted team who share their values and vision. Founded by Josh Gerry and 13 trailblazing advisors, VestGen was built to do what no one else has dared: create a thriving ecosystem that seamlessly integrates every aspect of wealth management. With a shared ADV, unified brand, one finance function, and a forward-looking tech stack, we’ve removed barriers, enabling advisors and their clients to grow in a way that feels effortless and deeply personal. VestGen is a values-driven community where retiring advisors leave a legacy they’re proud of, Gen2 talent finds purpose and opportunity, and clients experience an elevated standard of care. We’re building the future of wealth management today, and we invite you to be part of it. ONE VestGen. One vision. One future. Advisory products and services offered through VestGen Advisors, LLC, a Registered Investment Advisor. Securities offered by Registered Representatives through Private Client Services LLC, Member FINRA/SIPC. Private Client Services and VestGen Advisors, LLC are unaffiliated entities. VestGen Advisors and Private Client Services do not offer legal or tax advice.
General information
Firm type
Bank / Wealth / Trust
Year founded
2002
Location
Region
North America
Country
United States
City
Chicago
Corporate office
Barrington, IL, United States
Frequently asked questions
Why does VestGen Advisors have no public website or disclosed AUM?
Some private wealth and trust firms deliberately avoid public disclosure because they serve a small, established client base acquired entirely through referrals. This can also indicate a solo practitioner or a very small team operating under regulatory registration thresholds that do not require public filings. The absence of any media coverage or industry recognition supports the view that VestGen has no institutional growth ambitions.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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