SAN FRANCISCO – March 10, 2026 – 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.
About Summitry
Summitry is a Bay Area wealth management firm offering personalized financial planning and investment strategies, rooted in local insight. We help grow and protect your wealth so you can pursue your best Bay Area life. Founded in 2003, the firm has $3.4 billion in AUM, a size large enough to possess highly sophisticated systems, to have access to a wide range of institutional research tools and services, and to employ the highest-caliber professional talent, while maintaining the culture and personalized approach of a boutique investment firm. Summitry offers a range of services, including personalized financial planning, retirement planning, estate and trust planning, California tax strategies, charitable gift planning, fiduciary support, equity compensation and benefits advice to executives, asset management, and customized investment strategies. Summitry has its sights set on becoming the most-admired firm in the marketplace and the most-admired workplace for our team. Learn more about Summitry.
About Vantage Wealth
Founded in 1993, Vantage Wealth provides trusted investment management, tailored planning solutions, and enduring financial security for families across multiple generations. Our mission is to empower clients to realize their lifelong aspirations with confidence and peace of mind. High-quality service and ongoing one-on-one communication between clients and the firm’s principals are hallmarks that distinguish our firm. Learn more about Vantage Wealth.
Investing involves risk, including the possible loss of principal. Past performance does not guarantee future results.
