SAN FRANCISCO, March 10 —Summitry, a Bay-area RIA with $3.36 billion (as of 1/31/2026) in assets under management (AUM), announced today that it has acquired Vantage Wealth, a Pasadena, Calif.,-based RIA with $721 million in AUM (as of 2/8/2026) that provides tailored investment management and unbiased financial planning to business owners, executives and successful families.
Founded in 2003, Summitry provides personalized financial planning and investment strategies rooted in local insights. The firm offers access to a wide range of institutional-grade investing and advisory services, including in-depth financial planning, retirement planning, estate and trust services, and equity compensation advice.
Vantage Wealth prides itself on building long-term relationships with families across multiple generations, delivering high-quality service, trusted investment management and comprehensive planning advice that empowers clients to realize lifelong goals with confidence and peace of mind.
“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,” said 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,” said James Van de Voorde, Co-Founder and President of Vantage Wealth.
In November of 2024, Summitry was acquired by Aspen Standard Wealth, an RIA acquirer that serves as a permanent home and long-term partner for successful RIAs.
FP Transitions served as an advisor for the transaction.
