Indianapolis, IN Priority Way West Drive Office

Team
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Sanctuary Advisors, LLC

Enterprise

Firm-wide stats for Sanctuary Advisors, LLC

Total advisors

405

Across 128 offices

Clients per advisor

47 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

9340 Priority Way West Drive

Indianapolis IN 46240

Advisors at this office

9

Advisors at this office

user avatar

Tammy W

Series 66

Indianapolis, IN

Sanctuary Advisors, LLC

Tammy Williams is a financial advisor with Sanctuary Advisors, LLC in Indianapolis, IN. She holds a Series 66 designation and has 10 years of industry experience, including 11 years with Sanctuary Wealth. Outside of her advisory role, she serves as a board member for TrueNU, a nonprofit supporting Northwestern University athletics, and participates in professional and community organizations such as the Northwestern C100 women's group and the Central Indiana Community Foundation’s Professional Advisor Leadership Council. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, and charitable organizations, through a network of over 400 independent investment adviser representatives. The firm offers a range of portfolio management and consulting services, supports multiple investment approaches, and operates with a fiduciary standard when a written advisory agreement is in place.

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

John C

Series 63, Series 65

Indianapolis, IN

Sanctuary Advisors, LLC

John Cooke is a financial advisor at Sanctuary Advisors, LLC with 34 years of industry experience. He holds the Series 63 and Series 65 designations and has worked previously at Wells Fargo Advisors and Sanctuary Wealth. Outside of his advisory work, Cooke serves on the finance committee of Elevate Ventures Indiana, a nonprofit supporting entrepreneurship and startups in the state. Sanctuary Advisors provides 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 approaches through a large network of independent advisers and offers portfolio management, retirement plan consulting, and access to various managed account platforms.

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

Adrienne M

Series 65, Series 63

Indianapolis, IN

Sanctuary Advisors, LLC

Adrienne Monka is a financial advisor at Sanctuary Advisors, LLC with six years of industry experience. She holds Series 65 and Series 63 licenses. Prior to her current role, she worked at Cooke Financial Group for eight years and was employed at Crew Carwash for two years. Sanctuary Advisors serves a diverse client base including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers various investment advisory and financial planning services through a network of over 400 independent advisors, with investment strategies that include discretionary and non-discretionary management using multiple analytical approaches.

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

Claire C

Series 66

Indianapolis, IN

Sanctuary Advisors, LLC

Claire Cooke is a financial advisor at Sanctuary Advisors, LLC based in Indianapolis, IN, holding a Series 66 designation with seven years of industry experience. Her work history includes roles at Morgan Stanley and Alliance Bernstein, as well as several positions associated with the University of Notre Dame. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm supports independent investment adviser representatives who implement a variety of investment strategies through discretionary and non-discretionary accounts, utilizing both onshore and offshore solutions.

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

Colton W

Series 66

Indianapolis, IN

Sanctuary Advisors, LLC

Colton Wottring is a financial advisor at Sanctuary Advisors, LLC with one year of industry experience. He holds a Series 66 designation and previously worked at Edward Jones. Outside of advising, Colton owns and operates Wott Movement and Performance, a personal training business. 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 advisor-directed portfolio management with various account types and employs multiple analytical approaches while acting as a fiduciary when agreements are in place.

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

Kevin M

Series 63, Series 65

Indianapolis, IN

Sanctuary Advisors, LLC

Kevin Mccurdy is a financial advisor with Sanctuary Advisors, LLC in Indianapolis, IN. He holds Series 63 and Series 65 licenses and has 23 years of industry experience. Prior to joining Sanctuary Advisors in 2016, he worked at Wells Fargo Advisors LLC from 2009 to 2016. 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 a network of over 400 independent investment adviser representatives who utilize various analytical approaches and investment platforms to manage portfolios on both discretionary and non-discretionary bases.

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

John C

Series 66

Indianapolis, IN

Sanctuary Advisors, LLC

John Cooke is a financial advisor with Sanctuary Advisors, LLC in Indianapolis, Indiana. He holds a Series 66 designation and has six years of industry experience, including prior roles at Morgan Stanley and Imagination Publishing, Inc. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers a range of portfolio management solutions and financial planning services through a network of over 400 independent advisors, employing various analytical approaches and serving as a fiduciary when a written advisory agreement is in place.

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

Brian C

Series 63, Series 65

Indianapolis, IN

Sanctuary Advisors, LLC

Brian Cooke is a financial advisor with Sanctuary Advisors, LLC in Indianapolis, IN, holding Series 63 and Series 65 credentials and possessing 34 years of industry experience. He has worked at Sanctuary Wealth since 2016 and previously spent seven years with Wells Fargo Advisors. Outside of his advisory role, he serves on the board of the Cooke Family Foundation and is a member of the finance committee for Cathedral High School’s foundation. Sanctuary Advisors, LLC offers investment advisory and financial planning services to a diverse client base including individuals, corporations, pension plans, and charitable organizations through a network of over 400 independent investment adviser representatives. The firm provides portfolio management, retirement plan consulting, and uses a range of analytical strategies, managing accounts on both discretionary and non-discretionary bases.

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

Alex M

Series 66

Indianapolis, IN

Sanctuary Advisors, LLC

Alex Marshall is a financial advisor with Sanctuary Advisors, LLC in Indianapolis, holding a Series 66 license and one year of industry experience. His prior work includes roles at Sanctuary Securities, Inc., DoorDash, and Travis Matthew, as well as academic positions at the University of Cincinnati and various schools. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, and charitable organizations, through over 400 independent advisers. The firm offers portfolio management, retirement plan consulting, and other services using a range of investment approaches and fiduciary oversight.

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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