NorthRock Partners Acquires Vantage Financial Partners in $950M Deal

Peoples Bank (Peoples Bancorp) Acquires Vantage Financial

February 16, 2022

Financial Services

Peoples Bank, a wholly owned subsidiary of Peoples Bancorp Inc., acquired Vantage Financial for $54 million in cash and agreed to repay approximately $21 million of Vantage recourse debt; the deal closed in March 2022. Vantage will continue to operate under its name as a subsidiary, with the majority of its leadership staying in place while co-founder Bob Murphy retires.

Summitry Acquires Vantage Wealth (RIA) for $721 Million AUM

February 8, 2026

Financial Services

Summitry, a Bay Area wealth management firm, acquired Vantage Wealth, a Pasadena, California registered investment advisor with $721 million in AUM (as of February 8, 2026). The deal is intended to strengthen Summitry’s Southern California presence and expand the suite of tailored wealth management capabilities available to clients.

EP Wealth Advisors Acquires Vantage Advisors, LLC

April 29, 2022

Financial Services

EP Wealth Advisors, a Torrance, California-based registered investment adviser, has acquired St. George, Utah-based Vantage Advisors, LLC, marking EP Wealth's first office in southern Utah. The deal adds Vantage's financial planning and tax-preparation capabilities and increases EP Wealth's AUM by $349 million; financial terms were not disclosed.

NorthRock Partners Acquires Minkoff Wealth Partners

March 4, 2024

Wealth Management

NorthRock Partners has acquired San Francisco-based Minkoff Wealth Partners and opened its first California office. The deal brings a team of seven advisors and 11 staff and adds more than $700 million in AUM to NorthRock’s roughly $6 billion platform, extending its Personal Office integrated wealth-advice model into the Bay Area.

NorthRock Partners Onboards Martin & Associates ($500M AUM)

January 29, 2026

Wealth Management

NorthRock Partners announced it has onboarded Illinois-based advisory firm Martin & Associates, a five-person team bringing approximately $500 million in assets under management, pushing NorthRock's AUM past $11 billion. The team, previously affiliated with Ameriprise Financial, will transition client relationships onto NorthRock’s Personal Office platform to deepen the firm’s presence in Illinois and expand its wealth management capabilities.

Wavestone Acquires NewVantage Partners

January 25, 2022

Data & Analytics

Wavestone, the Paris-based IT and management consultancy, acquired data strategy firm NewVantage Partners in December 2021 to strengthen its data, AI and analytics advisory capabilities. The acquisition brings NewVantage's data strategy, governance and management expertise into Wavestone's broader digital transformation and IT advisory portfolio, expanding capabilities for enterprise clients.