A complete list of active advisors currently associated with VestGen Advisors, LLC

Warmer can help you find a great advisor at VestGen Advisors, LLC or one who fits your needs even better.

VestGen Advisors, LLC is an SEC‑registered investment adviser managing approximately $6.66 billion for about 22,790 clients across 53 advisors. The firm offers discretionary and non‑discretionary investment management, financial planning, ERISA 3(21) retirement plan services, a wrap‑fee program, and acts as a liaison to third‑party managers. VGA develops client‑specific strategies based on stated goals, time horizon and risk tolerance, using a mix of fundamental, technical, quantitative analysis and modern portfolio theory, and may recommend or monitor third‑party managers (including affiliate VGIM) as part of portfolio implementation. For retirement plans the firm provides limited scope ERISA 3(21) services such as IPS development, participant education and periodic investment monitoring; accounts are reviewed at least annually with attention to rebalancing and tax‑loss harvesting opportunities. The firm’s operating profile is notable among enterprise advisers for an unusually high client‑to‑advisor ratio — roughly 430 clients per advisor based on reported counts — and for serving a broader set of institutional clients beyond individuals and small businesses, including relationships with sovereign wealth funds, banks/thrift institutions and other investment advisers. The brochure also discloses structural features that can affect advisor incentives and client relationships, such as negotiated cash and equity compensation for advisors affiliating with the firm, dually‑registered advisors and an insurance affiliate, and a limited pilot lead‑generation arrangement.

To learn more about the advisors currently working at VestGen Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

You can also browse VestGen Advisors, LLC's office locations.