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SANCTUARY ADVISORS, LLC
CRD 226606 · SEC 801-99364
1450 BRICKELL AVENUE, SUITE 2610, MIAMI, FL, 33131, United States
Phone
317-975-7729
Fax
317-633-1748
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$34.88B
Discretionary AUM
$33.25B
Team
770 total employees; 396 advisory reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-06-18
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 14600 | $7.89B |
| High net worth individuals | 4425 | $22.90B |
| Pension/profit sharing plans | 85 | $2.20B |
| Charitable organizations | 65 | $334.4M |
| Corporations/business entities | 365 | $1.56B |
States served
VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, TN, UT, VA, WV, WI, WY, VI, MO, WA, TX, NH, HI, CT, FL, SD
All web addresses on file
- https://linkedin.com/company/evansmay
- https://linkedin.com/in/mariacpadilla
- https://linkedin.com/in/noblemike
- https://credowm.com
- https://linkedin.com/in/randy-daniels-3b4405a
- https://linkedin.com/in/john-abbate-cfa-cfp®-0bb6b848
- https://facebook.com/103395178387104
- https://linkedin.com/company/auric-private-wealth
- https://instagram.com/tenetwealthpartners
- https://linkedin.com/in/anthony-englert-alfa
- https://linkedin.com/in/rob-forest
- https://linkedin.com/in/antonia-la-rocca-6b1146a
- https://nexuspathwealth.com
- https://excelsisgpw.com
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- https://conversantwealth.com
- https://creciendowealth.com
- https://linkedin.com/in/courtney-jones-cfp®-32260
- https://linkedin.com/company/questar-capital-partners
- https://linkedin.com/in/reini-wigand-cfa-cima®-cap®-cpwa®-883b2015
- https://mercer-wm.com
- https://facebook.com/102161179314759
- https://linkedin.com/company/ricebarrett-family-wealth
- http://twitter.com/SkyPathPW
- https://linkedin.com/in/samuelpoliver
- https://gwmgllc.com
- https://linkedin.com/company/credowm
- https://carpionprivatewealth.com
- https://linkedin.com/in/scott-a-schmidt-cfp®-b4a1abb
- https://instagram.com/theoremwealth
- https://sanctuarywealth.com
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- https://twitter.com/in/matt-magee
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- https://linkedin.com/company/dc-hill-wealth-management
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- https://twitter.com/401kplanadvisor
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- https://concenturewealth.com
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- https://facebook.com/277905065403288
- https://ALFAadvisory.com
- https://linkedin.com/in/leah-anliker-69301a224
- https://linkedin.com/company/glomb-private-wealth
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- https://linkedin.com/in/amallie-huggins-20658115b
- https://linkedin.com/in/susan-mazzetti-quorumpw
- https://linkedin.com/company/iterhic-wealth-advisors
- https://evansmay.com
- https://linkedin.com/company/chappellwealthmanagement
- https://linkedin.com/company/mindscout-brand-consulting
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- https://smithbergwealth.com
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- https://linkedin.com/in/matt-terwilliger-cfp®-28789141
- https://burnhamharborpw.com
- https://linkedin.com/company/chapaandsalinaspwg
- https://linkedin.com/company/mforcecapital
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- https://alluvialprivatewealth.com
- https://facebook.com/2411320299141834
- https://linkedin.com/company/alfa-advisory
- https://ensconcewealth.com
- https://linkedin.com/company/saigeprivatewealth
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- http://twitter.com/ParagonPWM
- https://ausperityprivatewealth.com
- https://bowersockcapitalpartners.com
- https://linkedin.com/company/enclave-wealth-advisors
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- https://southernoakwealthgroup.com
- https://facebook.com/2366158673611577
- https://dialsquarepw.com
- https://valorousadvisor.com
- https://linkedin.com/in/samuelpoliver
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- https://rhawealth.com
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- https://linkedin.com/company/conversantwealth
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- https://chappellwealth.com
- https://facebook.com/101816512260916
- https://linkedin.com/in/austin-paglia-caia®-611384148
- https://linkedin.com/in/brad-w-johnson-cfp®-580a4069
- https://cookefg.com
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- https://linkedin.com/company/alluvialpw
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- https://facebook.com/100941522828362
- https://jhfadvisors.com
- https://6degreeswealth.com
- https://linkedin.com/company/alterigroup6degrees
- https://linkedin.com/in/jennifer-juergens-9a586a43
- https://linkedin.com/in/lexie-head
- https://linkedin.com/company/muirwoodpw
- https://linkedin.com/company/ausperityprivatewealth
- https://facebook.com/104761029005815
- https://linkedin.com/in/carlos-de-la-garza-17a356214
- https://linkedin.com/in/george-georgiades-1241058
- https://linkedin.com/in/ann-hollis-young-27680a12
- https://linkedin.com/company/excelsisgpw
- https://linkedin.com/company/15252110/admin
- https://facebook.com/359347123939240
- https://linkedin.com/in/erasmosalinasjr
- https://linkedin.com/company/m-k-legacy-wealth
- https://linkedin.com/in/drew-heatley-cfp®-crps®-cpfa-6891a133
- https://linkedin.com/in/jimcorrigan
- https://linkedin.com/in/taylor-hedges-00a85b1b0
- https://linkedin.com/in/rudy-moncayo-06024516
- https://noblewealthpartners.com
- https://wallswealthmanagement.com
- https://linkedin.com/in/justin-martini-cepa-167b4221a
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- https://mwaretirement.com
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- https://instagram.com/hereditaswealth
- http://twitter.com/BeauBarrettCFP
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- https://linkedin.com/company/tenetwealthpartners
- http://twitter.com/RyanHarris99
- https://401kplanadvisor.com
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- https://praetegoprivatewealth.com
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- https://wigandintegratedwealth.com
- https://eclipseprivatewealthmanagement.com
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- http://twitter.com/MattMelinePF
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- https://instagram.com/saigeprivatewealth
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- https://famigliawealth.net
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Official SEC filing: View on IAPD