Indianapolis, IN River Crossing Pkwy Office

Team
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Sanctuary Advisors, LLC logo

Sanctuary Advisors, LLC

Enterprise

Firm-wide stats for Sanctuary Advisors, LLC

Total advisors

398

Across 130 offices

Clients per advisor

48 Low

Avg AUM per client

$1,618,113 Very High

HNW client ratio

23% Typical

About

Sanctuary Advisors, LLC provides investment advisory and financial planning services to a broad mix of clients—including individuals (including high‑net‑worth), corporations, pension and profit‑sharing plans, trusts, estates, and charitable organizations—through a network of more than 400 independent investment adviser representatives. Service offerings include portfolio management via Advisor‑Directed programs, Separately Managed Accounts (SMAs), Unified Managed Accounts (UMAs), financial planning, retirement plan consulting (including ERISA 3(21) and 3(38) arrangements), and the selection of other advisers.

The firm delivers advice through IARs who may be dually licensed and who develop their own investment philosophies and strategies subject to firm supervision; accounts can be managed on a discretionary or non‑discretionary basis and may use sub‑advisers, model portfolios, or third‑party managed account platforms (BNY Mellon and Adhesion). Sanctuary employs a range of analytical approaches (fundamental, quantitative, technical) and offers both onshore and offshore SMA solutions, and it acts as a fiduciary when a written advisory agreement exists.

Distinctive features include Sanctuary Wealth’s platform and ownership structure—Sanctuary owns tru Independence and completed the acquisitions of tru Independence Asset Management and TIAM2 on April 30, 2024—and affiliations with firms such as Azimut and Kennedy Lewis that place affiliate products on the platform. The firm also discloses practices that are less common among peers of its size: it may negotiate performance‑based fees and side‑by‑side management for Qualified Institutional Buyers with at least $100 million invested, it automatically enrolls managed accounts in a third‑party class‑action recovery service (clients may opt out), and it maintains multi‑custodian and sweep arrangements (including Goldman Sachs Custody Solutions) with associated custodial‑related revenue‑sharing and soft‑dollar considerations.

Based on Sanctuary Advisors, LLC

Expertise

Retirement plans for business owners (SEP, solo 401k) Cash flow / budgeting General retirement planning

Based on Sanctuary Advisors, LLC

Location

3815 River Crossing Pkwy, Suite 200

Indianapolis IN 46240

Advisors at this office

8

Advisors at this office

user avatar

Fabian K

Series 66

Indianapolis, IN

Sanctuary Advisors, LLC

Fabian Knopfler is a financial advisor with Sanctuary Advisors, LLC, holding a Series 66 designation and 14 years of industry experience. He has worked with Noyes Advisors LLC since 2015 and David A. Noyes & Company since 2011. Outside of his advisory role, Knopfler serves as a board member of the Indiana German Heritage organization and as an independent contractor head goalkeeper coach at Butler University. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, and institutional investors. The firm offers various portfolio management solutions and operates through a network of over 400 independent investment adviser representatives using multiple analytical approaches and custody arrangements.

Retirement plans for business owners (SEP, solo 401k) Cash flow / budgeting General retirement planning
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Chad K

CFA®, Series 66

Indianapolis, IN

Sanctuary Advisors, LLC

Chad Keller is a CFA® charterholder with 22 years of industry experience. He is currently with Sanctuary Advisors, LLC and Sanctuary Securities, Inc., having joined in 2024. His prior experience includes roles at Stifel and City Securities Corporation. Keller is also the owner of CRK2024, LLC, a flow-through entity related to his ownership in M&K Legacy Wealth. Sanctuary Advisors, LLC serves a diverse client base including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers a range of services such as portfolio management, financial planning, and retirement plan consulting, delivered through a network of over 400 independent advisers who employ various investment strategies and platforms.

Retirement plans for business owners (SEP, solo 401k) Cash flow / budgeting General retirement planning
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Michele S

Series 63, Series 66

Indianapolis, IN

Sanctuary Advisors, LLC

Michele Stiff is a financial advisor with Sanctuary Advisors, LLC in Indianapolis, IN, holding Series 63 and Series 66 credentials and bringing 30 years of industry experience. She previously worked at Merrill for nine years and UBS Financial Services for one year. Sanctuary Advisors serves a broad range of clients including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations through a network of over 400 independent investment adviser representatives. The firm offers portfolio management, financial planning, and retirement plan consulting, utilizing diverse investment strategies and acting as a fiduciary under written advisory agreements.

Retirement plans for business owners (SEP, solo 401k) Cash flow / budgeting General retirement planning
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Christopher H

Series 63, Series 65

Indianapolis, IN

Sanctuary Advisors, LLC

Christopher Hutchens is a financial advisor with Sanctuary Advisors, LLC based in Indianapolis, IN. He holds Series 63 and Series 65 licenses and has 17 years of industry experience, including roles at Wells Fargo Clearing and City Securities Corporation. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, and charitable organizations. The firm supports over 400 independent investment adviser representatives who manage accounts using various strategies and platforms, offering discretionary and non-discretionary portfolio management and fiduciary oversight.

Retirement plans for business owners (SEP, solo 401k) Cash flow / budgeting General retirement planning
user avatar

Jon T

Series 63, Series 66

Indianapolis, IN

Sanctuary Advisors, LLC

Jon Teusch is a financial advisor with Sanctuary Advisors, LLC, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has worked at Noyes Advisors LLC since 2015 and David A Noyes & Company since 1999. His other business activities include the sale of fixed annuities and fixed life insurance products. Sanctuary Advisors, LLC offers investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, and charitable organizations. The firm supports a broad range of investment strategies through a network of over 400 independent advisors and employs both discretionary and non-discretionary management approaches.

Retirement plans for business owners (SEP, solo 401k) Cash flow / budgeting General retirement planning
user avatar

John M

CFP®, Series 63, Series 65

Indianapolis, IN

Sanctuary Advisors, LLC

John Miller is a CFP® with 28 years of experience in the financial services industry, currently serving at Sanctuary Advisors, LLC since 2024. His background includes roles at Stifel and City Securities Corporation. He is an owner of a management consulting firm, JEM2024 LLC, and serves on the boards of 91 Place and Avondale Meadows YMCA, both nonprofit organizations focused on youth support in Indianapolis. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base that includes individuals, corporations, and charitable organizations. The firm supports a wide range of investment approaches and offers portfolio management through various programs and platforms, operating with a fiduciary standard when advisory agreements are in place.

Retirement plans for business owners (SEP, solo 401k) Cash flow / budgeting General retirement planning
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Oksana P

Series 66

Indianapolis, IN

Sanctuary Advisors, LLC

Oksana Poznakhovska is a financial advisor with Sanctuary Advisors, LLC, holding a Series 66 designation and over 21 years of industry experience. Her career includes roles at firms such as Ladenburg Thalmann Financial Services and Pershing Advisor Solutions LLC. She has been with Sanctuary Advisors and related entities since 2022. Sanctuary Advisors, LLC serves a diverse client base, including individuals, corporations, pension plans, trusts, and charitable organizations, through a network of more than 400 independent advisors. The firm offers portfolio management, financial planning, and retirement plan consulting using a range of investment approaches and acts as a fiduciary when a written agreement is in place.

Retirement plans for business owners (SEP, solo 401k) Cash flow / budgeting General retirement planning
user avatar

Bernard R

Series 63, Series 65, Series 66

Indianapolis, IN

Sanctuary Advisors, LLC

Bernard Reed is a financial advisor at Sanctuary Advisors, LLC in Indianapolis, IN, holding Series 63, 65, and 66 licenses with four years of industry experience. Prior to joining Sanctuary Advisors in 2025, he worked at several firms including Key Wealth Management and Regions Wealth Management. Outside of advisory services, he is the founder and chairman of Fortis Transition Partners, a buy-side intermediary firm. Sanctuary Advisors, LLC serves a diverse client base including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations through a network of over 400 independent investment adviser representatives. The firm offers a range of investment management and financial planning services with a platform that includes both discretionary and non-discretionary account management, sub-advisers, and a variety of analytical approaches.

Retirement plans for business owners (SEP, solo 401k) Cash flow / budgeting General retirement planning
View complete list of advisors at this office
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