Capital, compliance, operations, client loyalty, personal bandwidth and so much more. With Sanctuary, you are supported every step of the way.
We have the roadmap, toolbox, experience and guidance to propel you along the transformative journey from employee to entrepreneur to successful business owner.
IN THEIR OWN WORDS
Our Partner Firms share what partnered independence means to them
Each pillar of our ecosystem helps you grow your business, your client relationships, and your profitability.
Whether you are a wirehouse advisor seeking the control and flexibility of independence, or an independent advisor looking to grow further or complete your legacy, Sanctuary will guide you on a clear path towards the future you long to fulfill. You are never a number to Sanctuary – but a crucial part of our team and community.
We fortify the power of this partnership with a series of pillars designed in response to the needs and ambitions of our advisors.
Community of elite advisors
Sanctuary brings together a national network of high performing and experienced advisors who are truly engaged in driving each other’s success with shared best practices and new investment and business opportunities.
Our tools for growth
We offer a robust suite of solutions to grow your business through access to bespoke investment vehicles and resources from invaluable affiliated businesses.
Our north star
Guided by our purpose, values and mission, serving our partner firms is the core of what inspires us.
Our talented team
We are committed to providing constant support and fostering a culture of collaboration. Our leadership team consists of experienced professionals from both the wirehouse and independent space.
Hybrid model: RIA + B-D
As a key differentiator, we operate our own registered investment adviser and broker-dealer, providing total client services, solutions and securities.
Our advisors have the freedom to work with myriad resource partners, from best-in-class industry leaders to niche fintech specialists, as well as multiple custodians, including Pershing, Schwab and Fidelity.
Sanctuary’s platform is a fully integrated, modular tech stack that’s been built on robust technology with leading cybersecurity support and systems.
Sanctuary by the numbers
Assets under Administration
States within Our Network
* as of Q2 2023