Downers Grove, IL Main St. Office

Team
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VestGen Advisors, LLC logo

VestGen Advisors, LLC

Multi-team

Firm-wide stats for VestGen Advisors, LLC

Total advisors

61

Across 25 offices

Clients per advisor

374 Very High

Avg AUM per client

$292,479 Very Low

HNW client ratio

6% Low

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

Retirement income strategy Tax-loss harvesting Wealth management Active portfolio management Retirement plans for business owners (SEP, solo 401k)

Based on VestGen Advisors, LLC

Occupation focus

Founder/Business Owner

Based on VestGen Advisors, LLC

Location

4912 Main St.

Downers Grove IL 60515

Advisors at this office

2

Advisors at this office

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Bradley D

Series 63, Series 66

Downers Grove, IL

VestGen Advisors, LLC

Bradley Doy is a financial advisor at VestGen Advisors, LLC with 31 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at LPL Financial, ValMark Advisers, Inc., ValMark Securities, Inc., and Woodbury Financial Services, Inc. Outside of advisory work, he is involved as a property manager for BDJV Properties LLC. 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 combines advisor-level client relationship work with centralized portfolio construction and utilizes third-party managers as part of its investment approach.

Retirement income strategy Tax-loss harvesting Wealth management Active portfolio management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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Kevin D

CFP®, Series 66

Downers Grove, IL

VestGen Advisors, LLC

Kevin Dawrant is a CFP® with seven years of industry experience, currently serving as a financial advisor at VestGen Advisors, LLC. His prior experience includes roles at LPL Financial, EFG Advisors, and ValMark Advisers. VestGen Advisors, LLC serves a diverse client base including individuals, high-net-worth clients, small businesses, trusts, and pooled investment vehicles. The firm combines advisor-level client relationships with centralized portfolio management and utilizes third-party managers and affiliated funds as part of its investment approach.

Retirement income strategy Tax-loss harvesting Wealth management Active portfolio management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
View complete list of advisors at this office
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