A complete list of active advisors currently associated with Sanctuary Advisors, LLC

Warmer can help you find a great advisor at Sanctuary Advisors, LLC or one who fits your needs even better.

Sanctuary Advisors, LLC provides investment advisory and financial planning services to a broad client base that includes individuals (including high-net-worth clients), corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm delivers these services through a large network of independent investment adviser representatives and an affiliated broker-dealer, operating as a subsidiary of Sanctuary Wealth with roughly $34.9 billion in assets under management and several hundred advisors. When engaged in a written advisory agreement, Sanctuary acts as a fiduciary and offers both discretionary and non-discretionary solutions, including advisor-directed programs, separately managed accounts, unified managed accounts, direct indexing, wrap and non-wrap structures, and access to third‑party sub‑advisers and managed account platforms such as BNY Mellon and Adhesion. Individual IARs, subject to firm supervision, may develop differing investment philosophies and implement strategies tailored to client goals, while the firm provides ongoing monitoring and retirement plan advisory options (including ERISA 3(21) and 3(38) services). Notable distinctions in the brochure include the firm’s ability to charge performance‑based fees and permit side‑by‑side management for qualified institutional buyers (clients meeting the ADV’s QIB criteria), ownership of an integrated service platform (tru Independence) and recent acquisitions of SEC‑registered advisers (TIAM and TIAM2), and affiliations with international entities such as Azimut and Kennedy Lewis—features that reflect a vertically integrated, multi‑affiliate platform. The firm also highlights offshore SMA offerings for non‑U.S. residents, use of a third‑party class‑action monitoring service (with opt‑out), and its addition of Goldman Sachs Custody Solutions—with disclosed payments to the firm tied to assets custodied—which the firm describes and addresses through its policies and disclosures.

To learn more about the advisors currently working at Sanctuary Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.