At a glance
- The Chicago-based platform now has 19 advisory firms and $8.5 billion in client assets, up from 10 practices and $5.3 billion at its December 2024 launch.
- In the same week's coverage, Waverly Advisors bought an Oregon RIA with $151 million, its 37th deal since Wealth Partners Capital Group and HGGC took stakes.
- Apella Wealth added Blue Spark, a $261 million firm.
VestGen Wealth Partners has a credit facility from Willow Tree Credit Partners to fund RIA acquisitions in the Midwest; the size was not disclosed.
The Chicago-based platform now has 19 advisory firms and $8.5 billion in client assets, up from 10 practices and $5.3 billion at its December 2024 launch.
In the same week's coverage, Waverly Advisors bought an Oregon RIA with $151 million, its 37th deal since Wealth Partners Capital Group and HGGC took stakes. Apella Wealth added Blue Spark, a $261 million firm. Wealth Partners Capital Group backs both acquirers; the two disclosed figures come to $412 million.
Reported by the Deals & PE desk from PWD deal log (week deal coverage). Published . Updated Oct 28, 2026 · 2:57 p.m. ET. Corrections