Summitry, a Bay Area-based wealth management firm with approximately $3.36 billion in assets under management as of January 31, 2026, has acquired Vantage Wealth, a Pasadena, California-based registered investment advisor overseeing $721 million in AUM as of February 8, 2026.
Founded in 2003, Summitry provides personalized financial planning and investment strategies and offers a broad range of advisory services, including retirement planning, estate and trust services, equity compensation advice, and institutional-grade investment management. The acquisition of Vantage Wealth strengthens Summitry’s footprint in Southern California and expands its ability to serve business owners, executives, and affluent families seeking tailored wealth management services.
Vantage Wealth, founded in 1993, is known for building long-term client relationships and delivering comprehensive financial planning and investment management services for families across multiple generations. The firm focuses on providing customized planning and ongoing guidance designed to help clients achieve lifelong financial goals.
The two firms emphasized their shared approach to client relationships and commitment to personalized wealth management as a key driver of the transaction. With the combination, Vantage Wealth clients are expected to gain access to an expanded suite of advisory capabilities and institutional resources while maintaining the firm’s client-focused service model.
The acquisition also reflects continued growth activity within Summitry following its November 2024 acquisition by Aspen Standard Wealth, an RIA acquirer that serves as a long-term partner for independent wealth management firms. Aspen Standard Wealth’s backing has supported Summitry’s strategy of expanding through acquisitions while maintaining a boutique-style advisory approach.
Support: Financial advisory firm FP Transitions served as an advisor on the transaction.
KEY QUOTES:
“Vantage Wealth has built its reputation by combining sophisticated financial expertise with deeply personal advice, ensuring every client feels confident, informed, and supported at every stage of their financial journey. Our firms are very much aligned in terms of our values, vision and how we operate, which is why we are so excited to join forces with the Vantage team to build upon their incredible success in the southern California market.”
Colin Higgins, CEO of Summitry
“At Vantage, we are committed to partnering with our clients for the long term and providing truly holistic wealth management services for generations to come. By coming together with Summitry, we are able to fulfill that promise, and I’m very much looking forward to working with the Summitry team and expanding the suite of services and solutions we provide our clients.”
James Van de Voorde, Co-Founder and President of Vantage Wealth
