Client Login

What is partnered independence...

Freedom to run your practice as you envision,

with the flexibility to truly focus on serving your clients
01 02 03

Sanctuary
Wealth

Providing the freedom, flexibility and control of running your own business, with a platform, technology infrastructure, and service program that surpasses what’s available from a large bank or brokerage firm.

Sanctuary Wealth is the advanced platform for the next generation of elite advisors who have the entrepreneurial spirit to build and manage their own practices, and want the all-encompassing support of Sanctuary to achieve their full potential. By creating an ecosystem of partnered independence, Sanctuary provides a complete technology and operations platform, as well as support from a community of like-minded advisors and the resources of invaluable affiliated businesses all designed to empower each partner firm.

Advisors Looking
to Break Away

Are you feeling boxed in at a large bank or brokerage, unable to provide everything your clients need? Our platform will give you the freedom and flexibility you crave.

Advisors Looking
to Break Away

Advisors Looking
for Resources

Do you need an institutional platform to alleviate your back-office burdens and allow you to focus on your clients? Our platform delivers the solutions you need without infringing on your independence.

Advisors Looking
for Resources

Advisors Looking
for Growth

Do you see your best opportunity being driven by an acquisition? Whether you’re buying or selling, we have the strategic capital to power the transaction and add our ownership expertise to the equation.

Advisors Looking
for Growth

Advisors Looking
for an Exit Strategy

Are you thinking about your next act but don’t have a succession plan? We can solve your exit strategy with introductions within our networks and our industry contacts or through a direct acquisition.

Advisors Looking
for an Exit Strategy

Advisors Looking
to Break Away

Advisors Looking
to Break Away

Are you feeling boxed in at a large bank or brokerage, unable to provide everything your clients need? Our platform will give you the freedom and flexibility you crave.

Advisors Looking
for Resources

Advisors Looking
for Resources

Do you need an institutional platform to alleviate your back-office burdens and allow you to focus on your clients? Our platform delivers the solutions you need without infringing on your independence.

Advisors Looking
for Growth

Advisors Looking
for Growth

Do you see your best opportunity being driven by an acquisition? Whether you’re buying or selling, we have the strategic capital to power the transaction and add our ownership expertise to the equation.

Advisors Looking
for an Exit Strategy

Advisors Looking
for an Exit Strategy

Are you thinking about your next act but don’t have a succession plan? We can solve your exit strategy with introductions within our networks and our industry contacts or through a direct acquisition.

The Pillars of our Business

Freedom & Flexibility

We deliver the independence to operate your firm as you envision, empowered by the flexibility to focus on the outcomes you desire. And we ensure you will have the control to serve your clients to their complete satisfaction.

Culture & Community

You will be part of an invaluable network of peers well-positioned to share new, unique revenue-generating opportunities, benefiting from a collegial culture that emphasizes service, trust and transparency.

Growth

Supported by our array of resource partners, you will be able to concentrate on growing your business quickly, supplemented by the services and new revenue opportunities we deliver for you and your clients.

Innovation

In the constant pursuit and cultivation of best practices, we provide our partner firms with the latest technology as well as the novel thought leadership that propels our industry forward.

Success Stories

01 02 03 04

Sanctuary has provided a network of other best in class advisors from around the country. Their experience and their idea-sharing have made us better – made our offering better – and we couldn’t do it without them."

Elizabeth Evans CFP®

Managing Partner, Evans May Wealth
Board Member, Sanctuary Wealth

News & Insights

September 08, 2021

Merrill FAs with $230M Join Sanctuary

Sanctuary Wealth says it has added yet another team of experienced financial advisors from Merrill Lynch to its network.

Read More

September 03, 2021

Sanctuary Wealth Welcomes Crosswaters Wealth Management

10th Merrill breakaway this year adds Oregon office and $230 million AUA to Sanctuary's continually expanding network

Read More

August 31, 2021

Merrill Team in Missouri Goes Indie with Sanctuary Wealth

Sanctuary Wealth said it has lured another team of Merrill Lynch advisors to its network of partnered...

Read More

Why Sanctuary

Jim Dickson

Chief Executive Officer and Founder

Vince Fertitta

President, Wealth Management

The Sanctuary Platform exemplifies ‘the whole is greater than the sum of its parts’ because all the solutions, services and support we provide are elevated by our entire collaborative network itself."

Vince Fertitta,

President, Wealth Management

Partnered Independence is a unique model that allows you to own and manage your own business while also being partners in something bigger than yourself. Together, we can help you run your practice with greater ease, be more efficient and more profitable, and achieve your growth goals more quickly. All this means you get you to enjoy your life more."

Jim Dickson,

Chief Executive Officer and Founder

You are currently using an outdated version of Internet Explorer, please update to the latest version of Microsoft Edge here to view the site.

Pershing Transition PDFs

Pershing Program Pershing Dreyfus Fund Comparison Prospectus – Administrative Shares Prospectus – Institutional Shares Prospectus – Dreyfus Cash Management Funds Prospectus – Dreyfus Cash Management Funds Pershing Customer Fees