Jersey City, NJ Office

Team
Updated today
Sanctuary Advisors, LLC logo

Sanctuary Advisors, LLC

Enterprise

Firm-wide stats for Sanctuary Advisors, LLC

Total advisors

399

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

30 Montgomery Street, Suite 970

Jersey City NJ 07302

Advisors at this office

3

Advisors at this office

user avatar

John A

Series 66

Jersey City, NJ

Sanctuary Advisors, LLC

John Araneo is a financial advisor at Sanctuary Advisors, LLC with 28 years of industry experience. He holds the Series 66 designation and has previously worked at firms including Bank of America, Merrill, and Morgan Stanley. Outside of his advisory work, Araneo serves as Treasurer and board member of Eva’s Village, a nonprofit focused on feeding the hungry and assisting the homeless, where he leads fundraising committees. He also sits on the Board of Trustees of Tiro A Segno, a private Italian American heritage and dining club. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, and charitable organizations. The firm supports a network of more than 400 independent investment adviser representatives offering portfolio management and retirement plan consulting, utilizing a range of analytical approaches and fiduciary services.

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

Angel T

CFP®, Series 63, Series 65

Jersey City, NJ

Sanctuary Advisors, LLC

Angel Tineo is a CFP® with 27 years of industry experience, currently serving as a financial advisor at Sanctuary Advisors, LLC. His prior roles include positions at Citi Wealth Advisors, Bank of America, and Merrill. He holds Series 63 and Series 65 licenses. 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 a broad range of investment approaches and offers portfolio management through Advisor-Directed programs, Separately Managed Accounts, and Unified Managed Accounts.

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

Lisa C

CFP®, Series 65, Series 66

Jersey City, NJ

Sanctuary Advisors, LLC

Lisa Crosta is a financial advisor with Sanctuary Advisors, LLC and holds the CFP® designation along with Series 65 and Series 66 licenses. She has 11 years of industry experience, including roles at Mass Mutual Life Insurance Company, Mutual Securities, Inc., and Hennion & Walsh Inc. Outside of advising, she has been involved as an independent contractor with Arbonne International, a direct sales company for personal health and beauty products. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, and charitable organizations. The firm supports a wide range of investment approaches and account types, offering portfolio management through Advisor-Directed programs, SMAs, UMAs, and third-party platforms, while operating as a fiduciary under written advisory agreements.

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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