DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Matthew Joseph Evans

Vestgen Advisors, LLCindependent RIAChicago, Il dual registrantIAPD 5762799

Certified Financial Planner

Feed of 09/15/2026

At current firm

1 y

since Oct 14, 2024

In the industry

16 y

since May 28, 2010 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Professional profile

what the firm itself publishes, with the page it was read from

Title: Wealth Advisorreportedvestgen.comfirm site, Sep 15, 2026
Designations: CFPreportedvestgen.comas printed on the bio page, Sep 16, 2026
Professional profile: vestgen.com/matt-evansreportedvestgen.comfirm site, Sep 15, 2026

Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.

Registration history

IAPD current and previous registrations

Vestgen Advisors, LLC independent RIA current
since Oct 14, 2024 · Naperville, Il
Raymond James Financial Services Advisors, Inc BD affiliated
Jun 12, 2017 to Oct 18, 2024 · Naperville, Il
Secura Financial independent RIA
Apr 6, 2016 to Dec 18, 2019 · Orange, Ca
Crown Capital Securities, L.P. former
Mar 21, 2016 to Jun 23, 2017 · Orange, Ca
Ministry Partners Securities, LLC state registered
Jun 30, 2015 to Mar 15, 2016 · Brea, Ca
Equitable Advisors, LLC national BD
May 11, 2011 to Jun 25, 2015 · Naperville, Il
Securian Financial Services, Inc. former
Jun 9, 2010 to Mar 4, 2011 · Deerfield, Il

Moves

a registration end followed by a registration begin elsewhere

Raymond James Financial Services Advisors, Inc to Vestgen Advisors, LLC
left Oct 18, 2024, registered Oct 14, 2024 (-4 days) · Affiliated broker-dealer or bank to independent RIA · moved with a team
Secura Financial to Raymond James Financial Services Advisors, Inc
left Dec 18, 2019, registered Jun 12, 2017 (-919 days) · Other
Crown Capital Securities, L.P. to Secura Financial
left Jun 23, 2017, registered Apr 6, 2016 (-443 days) · Other
Ministry Partners Securities, LLC to Crown Capital Securities, L.P.
left Mar 15, 2016, registered Mar 21, 2016 (6 days) · Other
Equitable Advisors, LLC to Ministry Partners Securities, LLC
left Jun 25, 2015, registered Jun 30, 2015 (5 days) · Affiliated broker-dealer or bank to a state-registered adviser
Securian Financial Services, Inc. to Equitable Advisors, LLC
left Mar 4, 2011, registered May 11, 2011 (68 days) · Other

Signals

Matthew Joseph Evans left Raymond James Financial Services Advisors, Inc for Vestgen Advisors, Llc (registered 2024-10-14)
Oct 18, 2024 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Independent wealth managerderived
Years in industry: 16derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address