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Sanctuary Advisors, LLC

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Total assets under management

$27,696,000,000

More info

Total clients

17,147

21% high-net worth

Total advisors

370

of 699 employees

Firm size

Enterprise

51-2,000 advisors or $10B+ in AUM

Average clients per advisor

46

Average account size

$1,615,210

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Fee options

Fixed

Fixed fees for financial planning services negotiated individually

Percentage

$10,000 - $49,999: Up to 2.75% $50,000 - $99,999: Up to 2.75% $100,000 - $249,999: Up to 2.75% $250,000+: Up to 2.75%

Project-based

Hourly fees for financial planning services negotiated individually

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Main office location

Sanctuary Advisors, LLC

1450 Brickell Avenue, Suite 2610

Miami FL 33131, United States

Number of offices

84

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Facebook X Website 317-975-7729

Advisors at this firm

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Geoffrey T

Series 66

Chicago, IL

Sanctuary Advisors, LLC
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Kelsey B

Series 63, Series 65

Madison, WI

Sanctuary Advisors, LLC
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Alvaro P

Series 66

Mcallen, TX

Sanctuary Advisors, LLC
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Brian W

CFP®, Series 63, Series 65

Walnut Creek, CA

Sanctuary Advisors, LLC
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Patricia R

Series 66

Littleton, CO

Sanctuary Advisors, LLC
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Karen W

Series 63, Series 65

New York, NY

Sanctuary Advisors, LLC
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Thomas B

Series 66

Fort Myers, FL

Sanctuary Advisors, LLC
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Fabian K

Series 66

Indianapolis, IN

Sanctuary Advisors, LLC
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Dana D

CFP®, Series 65, Series 66

Lawrence, KS

Sanctuary Advisors, LLC
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Michael L

Series 66

Indianapolis, IN

Sanctuary Advisors, LLC
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Bruce S

Series 63, Series 65

Greenleaf, KS

Sanctuary Advisors, LLC
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Nichole C

Series 66

Carmel, IN

Sanctuary Advisors, LLC
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Roger S

CFP®, Series 63, Series 65

Chicago, IL

Sanctuary Advisors, LLC
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Eric C

Series 66

Southlake, TX

Sanctuary Advisors, LLC
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Timothy W

Series 65

Miami, FL

Sanctuary Advisors, LLC
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