Bay Area Firm Acquires Pasadena-Based Vantage Wealth, a $721 Million Advisory Firm

Summitry, a Bay Area wealth management firm, has acquired Vantage Wealth, a Pasadena-based investment advisory firm that has managed money for local families since 1993, the companies announced Monday.

The deal brings Vantage Wealth, which oversees $721 million in client assets as of February 8, 2026, under the umbrella of Summitry, which manages $3.36 billion as of January 31, 2026, according to a press release issued by the companies. Vantage Wealth operates from offices at 125 North Raymond Ave. in Pasadena, where co-founders Robert Osher and James Van de Voorde built the firm over three decades into an adviser for business owners, executives and families across multiple generations.

“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,” Van de Voorde, the firm’s president, said in the press release. “By coming together with Summitry, we are able to fulfill that promise.”

Van de Voorde said he looks forward to working with Summitry’s team and expanding services available to clients.

The firm was originally known as Osher Van de Voorde Investment Management when it was founded in 1993. Some client relationships span three and even four generations, according to the company’s website. Van de Voorde, a Pasadena resident and Loyola Marymount University graduate, is active in local professional organizations including the Pasadena Breakfast Forum and the Estate Planning Council of the San Gabriel Valley.

Summitry, founded in 2003, provides financial planning, retirement planning, estate and trust services, and equity compensation advice. Colin Higgins, the firm’s CEO, said in the press release that the two companies share similar values.

“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,” Higgins said.

Summitry was itself acquired in November 2024 by Aspen Standard Wealth, a New York-based holding company backed by private equity firm Alpine Investors. Aspen has acquired multiple RIAs since launching in late 2024. The acquisition of Vantage Wealth is the latest in an accelerating wave of consolidation in the registered investment adviser industry, which saw record deal volume in 2025.

FP Transitions, a financial advisory M&A consulting firm based in Lake Oswego, Oregon, served as the transaction adviser, according to the press release. The financial terms of the deal were not disclosed.