Shrewsbury, NJ Avenue of the Commons Office

Team
Updated today
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

149 Avenue of the Commons, Suite 1

Shrewsbury NJ 07702

Advisors at this office

3

Advisors at this office

user avatar

Christopher P

CFP®, Series 63, Series 65

Shrewsbury, NJ

Sanctuary Advisors, LLC

Christopher Paglia is a CFP® professional with 33 years of experience in the financial services industry. He is currently with Sanctuary Advisors, LLC and has held prior positions at Sanctuary Securities, Wells Fargo Clearing, Morgan Stanley, and Citigroup Global Markets. Sanctuary Advisors, LLC serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations through a network of over 400 independent investment adviser representatives. The firm offers portfolio management, financial planning, and retirement plan consulting, employing a range of analytical approaches and acting as a fiduciary when advisory agreements are in place.

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

Austin P

Series 63, Series 65

Shrewsbury, NJ

Sanctuary Advisors, LLC

Austin Paglia is a financial advisor with Sanctuary Advisors, LLC, holding Series 63 and Series 65 registrations and five years of industry experience. His prior roles include positions at Merrill and Mirae Asset Securities. He has been with Sanctuary Wealth since 2021. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, estates, and charitable organizations. The firm supports over 400 independent investment adviser representatives who use various investment strategies and platforms, offering discretionary and non-discretionary management and acting as a fiduciary under written agreements.

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

Christine W

Series 66

Shrewsbury, NJ

Sanctuary Advisors, LLC

Christine Weighell is a Series 66-licensed financial advisor with 11 years of industry experience. She currently works at Sanctuary Advisors, LLC and has prior experience at Wells Fargo Clearing. Sanctuary Advisors, LLC offers investment advisory and financial planning services to a diverse client base including individuals, corporations, pension plans, trusts, estates, and charitable organizations. The firm supports independent advisor representatives with a range of portfolio management options and employs various analytical approaches, acting 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
View complete list of advisors at this office
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)