VestGen adds six advisory teams, expanding to $7b in client assets

Just ten months after launching, VestGen Wealth Partners is making another strong push to scale its advisor-focused platform.

The Chicago-based RIA platform that has a strong focus on succession plans for advisors has added six advisory practices representing $1.5 billion in client assets, bringing its total to about $7 billion under management and a national network of 45 advisors.

The new additions span four states and reflect VestGen’s strategy of solving the industry’s persistent succession challenge while giving advisors access to deeper infrastructure and multi-generational client continuity.

“In less than a year, we have launched an instantly competitive, firm of consequence working to solve the industry's succession problem without disrupting clients' lives. Bringing six more teams onto one fully integrated wealth management ecosystem is the next step, giving advisors more resources and families uninterrupted, multi-generational care,” says VestGen Founder and CEO Josh Gerry, who earlier this year told InvestmentNews about his plans to solve the succession crisis facing the industry.

The incoming teams:

• Ursula Daley, JD, leads an all-female institutional advisory team in Oak Brook, Illinois, managing $410 million in client assets.
• Michael Moloney, based in the St. Louis metro area, adds $400 million. Alongside his practice, Moloney heads the Hausstette Foundation and previously received the Secretary of Defense Employer Support Freedom Award for his community work.
• Michael Martin and his six-person Kansas City, Missouri team contribute $280 million, focusing on financial planning for retirees, business owners, professionals, and women.
• Jeff Lesniewicz and Brian Ahern, ChFC, CRPC, co-lead a Chicago-based practice managing $250 million, serving athletes from college NIL earners to professionals navigating complex income structures.
• John Straley, in Chicago’s northwest suburbs, oversees $219 million, emphasizing integrated wealth, asset, and insurance management.
• Jon Lewis, with offices in Florida and Michigan, brings $60 million and nearly four decades of experience advising clients on comprehensive retirement and wealth planning.

VestGen debuted in late 2024 with ten advisory practices managing $5.3 billion in assets. Since then, it has expanded its leadership bench and NextGen advisor training programs, pairing startup agility with institutional scale. The firm’s next phase will focus on adding complementary services and strengthening its platform’s value for both advisors and end clients.