Chicago, IL One North Franklin Street Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
VestGen Advisors, LLC
Multi-team
Firm-wide stats for VestGen Advisors, LLC
About
VestGen Advisors, LLC provides investment management, financial planning, and retirement plan (ERISA) services to a mix of individuals, high-net-worth clients, small businesses, trusts and pooled investment vehicles. The firm’s brochure also describes wrap-fee program options, discretionary and non-discretionary management, and the use of third‑party managers (TPMs) and affiliated funds as part of its service offerings; as of February 28, 2026 it reported about $6.66 billion in AUM, 61 advisors and roughly 22,790 clients.
VGA combines advisor-level relationship work with centralized portfolio construction: individual Advisors develop client objectives and may engage VGA’s Home Office Strategies or select TPMs, while the home office investment team is responsible for security selection, allocation and trade implementation for model portfolios. The brochure discloses that VGA and its affiliate VGIM may manage affiliated mutual and private funds and that these proprietary and affiliate relationships, along with the Home Office Strategies, are subject to oversight and conflict disclosures.
The firm’s reported client mix and scale are notable for a multi‑team adviser: in addition to retail and HNW clients, the firm’s filings indicate it serves other investment advisers, banking and thrift institutions, insurance companies, state and municipal government clients and even sovereign wealth entities—client types that are less common among peers. Paired with a high client‑to‑advisor ratio (roughly 374 clients per advisor by reported figures), this profile suggests a business model that leans on centralized strategies, TPM relationships and technology-enabled lead generation.
Based on VestGen Advisors, LLC
Expertise
Based on VestGen Advisors, LLC
Location
One North Franklin Street, Suite 1850
Chicago IL 60606
Advisors at this office
4
Advisors at this office
James T
Series 63, Series 65, Series 66
Chicago, IL
VestGen Advisors, LLC
James Thornton is a financial advisor at VestGen Advisors, LLC with 20 years of industry experience. His prior roles include positions at Merrill Lynch, Bank of America, and Credit Suisse. Outside of finance, he is involved as a coach with the NFL in a field compliance capacity. VestGen Advisors provides investment management, financial planning, and retirement plan services to individuals, high-net-worth clients, small businesses, trusts, and pooled investment vehicles. The firm combines advisor-level client relationship work with centralized portfolio construction and serves a diverse client base including other investment advisers, institutions, and government entities.
Jeff L
Series 66
Chicago, IL
VestGen Advisors, LLC
Jeff Lesniewicz is a financial advisor at VestGen Advisors, LLC with 19 years of industry experience. He holds a Series 66 designation and has previously worked at firms including Raymond James Financial Services, Bank of America, Merrill, Morgan Stanley, Wells Fargo Clearing, and A. G. Edwards & Sons. He serves as Chairman of the Board of Directors for The Athlete Collective Inc. VestGen Advisors, LLC provides investment management, financial planning, and retirement plan services to a diverse client base including individuals, high-net-worth clients, small businesses, trusts, and pooled investment vehicles. The firm employs a combination of advisor-level client relationship management and centralized portfolio construction, utilizing third-party managers and proprietary strategies to serve approximately 22,790 clients with about $6.66 billion in assets under management.
Robert B
Series 66
Chicago, IL
VestGen Advisors, LLC
Robert Bondiman is a Series 66-registered advisor with VestGen Advisors, LLC in Chicago, IL, and has 18 years of industry experience. His prior roles include positions at J.P. Morgan Securities, Fidelity Investments, and Massachusetts Mutual Life Insurance Co. VestGen Advisors, LLC serves a diverse client base ranging from individuals and high-net-worth clients to institutional entities such as other investment advisers, banks, and government clients. The firm combines advisor-level client relationship work with centralized portfolio construction, employing both proprietary and third-party strategies across a high client-to-advisor ratio.
Brian M A
ChFC®, Series 66
Chicago, IL
VestGen Advisors, LLC
Brian M. Ahern is a financial advisor at VestGen Advisors, LLC with over 25 years of industry experience. He holds the ChFC® designation and Series 66 license. His prior experience includes roles at The LAT Group, Raymond James Financial Services, Bank of America, Merrill, and Morgan Stanley. VestGen Advisors, LLC provides investment management, financial planning, and retirement plan services to individuals, high-net-worth clients, small businesses, and institutional investors. The firm combines advisor-level client relationships with centralized portfolio management and uses third-party managers alongside proprietary strategies.
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