Sanctuary Wealth
Sanctuary Wealth is a premier platform designed for the next generation of elite financial advisors. Since its founding, the firm has rapidly grown its presence across the United States, offering a hybrid model that combines the autonomy of independent Registered Investment Advisors (RIAs) with the resources and support of a broker-dealer platform. Sanctuary Wealth provides a fully integrated ecosystem, offering cutting-edge technology, operational infrastructure, and access to a network of like-minded advisors, alongside strategic support from affiliated businesses. Today, the Sanctuary Wealth network spans more than 120 partner firms across 30 states, managing approximately $50 billion in client assets, making it one of the leading advisor platforms for independent wealth management.
ABOUT SANCTUARY WEALTH
Sanctuary Wealth is a premier independent RIA and broker-dealer platform, offering innovative, best-in-class solutions for financial advisors.
The firm empowers elite advisors with a comprehensive suite of services to grow and maintain the independence of their practices.
Sanctuary Wealth is composed of wholly owned subsidiaries, including the Independence and Sanctuary Advisors LLC (SEC-registered investment advisers), Sanctuary Securities, Inc. (FINRA-registered broker-dealer), as well as Sanctuary Alternative Holdings, Sanctuary Asset Management, Sanctuary Insurance Solutions, Sanctuary Global, and Sanctuary Global Family Office.
CORE AREAS OF EXPERTISE
Partnered Independence Model – Sanctuary Wealth provides a hybrid affiliation model that combines the autonomy of independent RIAs with the infrastructure and support of a full-service broker-dealer.
Advisor Solutions Group – A team of dedicated professionals offers concierge-level support, delivering tailored solutions to partner firms.
Technology & Operational Infrastructure – The firm provides a robust technology stack and operational framework designed to streamline processes, enhance client experience, and drive advisor growth.
Global Wealth Management – Specialized services for ultra-high-net-worth families, including banking, investments, credit solutions, and wealth planning across multiple jurisdictions.
Alternative Investments & Lending Solutions – Sanctuary Wealth offers a bespoke alternative investment platform alongside consumer and business lending solutions, helping advisors diversify client portfolios.