Summitry, a Bay Area–based registered investment advisor with $3.36 billion in assets under management, has acquired Vantage Wealth, a Pasadena, California RIA overseeing $721 million in client assets. Vantage Wealth focuses on tailored investment management and financial planning for business owners, executives and affluent families, giving Summitry a deeper presence in the Southern California market. 

Founded in 2003, Summitry provides institutional-style investment management alongside in-depth financial planning, retirement planning, estate and trust services, and equity compensation advice. Leadership at both firms emphasized how closely their cultures and operating philosophies match, with Summitry CEO Colin Higgins highlighting those shared values and a similar vision for client service made the combination a natural next step. 

Vantage Wealth co-founder and president James Van de Voorde said he sees the deal to broaden the services and solutions available to the firm’s existing clients while tapping into Summitry’s scale and resources. The transaction comes after Summitry itself was acquired in November 2024 by Aspen Standard Wealth, which has been backing the firm’s expansion strategy.  

FP Transitions served as an advisor on the deal.