SANCTUARY ADVISORS, LLC

RIASEC RegisteredEst. 2015

Total AUM

$34.9B

Discretionary

$33.2B

95% of AUM

Avg account

$557K

Accounts

62,617

Employees

743

Advisory reps

388

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 operating since 2015. The firm serves both individuals/families and institutional clients, offering financial planning, portfolio management for individuals and businesses, pension consulting, manager selection, and educational programming. Its fee architecture is flexible and includes percentage-of-AUM charges alongside hourly and fixed fees, and the firm may also negotiate performance-based fees with certain clients. Sanctuary maintains relationships with broker-dealers and insurance firms and acts in advisory and selection-of-adviser capacities, which aligns with an operating model that blends in-house portfolio management with allocations to external managers. The firm has been recognized in industry lists, including appearances in Forbes’ lists of RIA firms (2023 and 2024) and a Citywire listing in 2025.