Sanctuary Advisors, LLC

RIASEC RegisteredEst. 2015

Total AUM

$34.9B

Discretionary

$33.2B

95% of AUM

Avg account

$557K

Accounts

62,617

Employees

770

Advisory reps

398

Firm details

Headquarters: Miami, Florida
CRD number: 226606
Registered since: July 10, 2015
Website: www.sanctuaryadvisors.com
Custodians: PERSHING LLC, CHARLES SCHWAB & CO., INC., NATIONAL FINANCIAL SERVICES LLC, PERSHING LLC, GOLDMAN SACHS CUSTODY SOLUTIONS
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Performance Based Fees
Client types: HNWI65.65%
Individuals22.61%
Pension & Profit Sharing Plans6.31%
Corporations / Businesses4.47%
Charitable Organizations0.96%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Sanctuary Advisors, LLC is an independent registered investment adviser organized as an LLC and first SEC-registered in 2015. The firm serves both individual and family clients as well as institutional clients, offering financial planning, portfolio management for individuals, small businesses and institutions, pension consulting, manager selection and educational workshops. Its fee arrangements include asset-based fees, hourly billing, fixed fees and performance-based structures. Sanctuary reports affiliations with broker-dealers, other investment advisers and an insurance company. The firm does not identify as an active ESG investor. Sanctuary has been recognized in industry rankings, appearing on Forbes’ lists of America's Top RIA Firms in 2023 and Top RIA Firms in 2024, and on Citywire’s 50 Growers Across America list in 2025.