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 independent registered investment adviser formed as an LLC and first registered with the SEC in 2015. Its client roster includes both individuals and families as well as institutional clients. The firm provides a mix of services: financial planning, portfolio management for individuals and for businesses or institutions, pension consulting, selection of outside advisers, and educational workshops. The firm charges a variety of fee types — asset-based fees, hourly and fixed fees, and performance-based arrangements — and is not listed as a capital allocator on its filings, indicating it generally relies on outside managers for third-party strategies. Sanctuary Advisors reports industry affiliations that include a broker-dealer, other investment advisers, and an insurance company. The firm is not identified as an active ESG investor on its public profile. Recognition on industry lists includes Forbes’ Top RIA Firms in both 2023 and 2024 and a Citywire listing among 50 Growers Across America in 2025.