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

404

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 SEC-registered independent registered investment adviser organized as an LLC and active since 2015. It serves both high-net-worth individuals and families as well as institutional clients, combining wealth-planning services with discretionary and non-discretionary portfolio management. The firm offers a mix of fee arrangements — traditional asset-based fees alongside hourly, fixed-fee engagements and performance-linked compensation — and runs client education programs and manager-selection services in addition to pension consulting and institutional portfolio work. Sanctuary maintains relationships with broker-dealers and insurance firms and has been recognized in industry lists, including Forbes (2023 and 2024) and Citywire (2025).