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

403

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 that began SEC registration in 2015 and serves both individual/family and institutional clients. The firm operates as an LLC and offers a mix of fee arrangements — percentage-of-AUM, hourly, fixed-fee engagements, and performance-based fees — and provides financial planning, portfolio management for individuals and businesses, pension consulting, adviser selection, and educational workshops. Sanctuary maintains industry ties to broker-dealers and insurance firms and appears to operate multiple business lines rather than acting solely as a capital allocator. The firm is not positioned as an active ESG investor. Sanctuary has been recognized on external lists, including placements in Forbes’ RIA rankings (2023 and 2024) and a Citywire list in 2025.