Sanctuary Wealth
Sanctuary Wealth is a premier platform designed for the next generation of elite financial advisors seeking to transition from traditional wirehouses to independent ownership. Founded in 2018 and headquartered in Indianapolis, the firm has rapidly expanded its footprint across the United States. Sanctuary offers a unique hybrid model that combines the total autonomy of an independent Registered Investment Advisor (RIA) with the institutional resources and structural support of a broker dealer platform. The Sanctuary Wealth ecosystem provides a comprehensive suite of tools designed to propel advisors from employee status to successful business ownership. The platform delivers a fully integrated infrastructure that includes cutting edge technology, operational support, and a robust network of like minded professionals. Today, the Sanctuary network encompasses more than 120 partner firms across 30 states, managing approximately $60 billion in client assets.
ABOUT SANCTUARY WEALTH
Sanctuary Wealth is a premier independent Registered Investment Advisor (RIA) and broker dealer platform, offering innovative, best-in-class solutions for elite financial advisors.
The firm provides a sophisticated and institutional grade investment platform specifically designed to give independent advisors a competitive edge over traditional wirehouses.
Sanctuary Wealth operates as a comprehensive outsourced investment office, providing the research, technology, and execution capabilities required to manage complex wealth.
By leveraging an open architecture framework, the firm allows its partners to build bespoke portfolios using a diverse array of vehicles, ranging from standard equities to complex alternative investments.
CORE INVESTMENT & INFRASTRUCTURE SOLUTIONS
Open-Architecture Platform: Advisors maintain total fiduciary freedom to select best-in-class products and managers across multiple top-tier custodians, including Charles Schwab, Fidelity, and Pershing, without the pressure of proprietary sales.
Sanctuary Solutions (TAMP): The firm provides a robust Turnkey Asset Management Program featuring model portfolios, automated rebalancing, and professional tax-loss harvesting to streamline the daily mechanics of portfolio management.
Alternative Investments: Partner firms gain exclusive access to institutional-grade private equity, private debt, real estate, and venture capital deals that are typically unavailable to smaller, standalone independent practices.
Capital Markets and Insurance: Through its integrated broker-dealer arm, Sanctuary delivers comprehensive capital markets execution alongside a full suite of risk management and insurance solutions to address the total client balance sheet.
Advanced Technology Stack: The platform offers an integrated suite of CRM, financial planning, and performance reporting tools designed specifically to meet the needs of elite independent firms.
Institutional Research: Sanctuary provides high-level macro insights and rigorous due diligence on third-party managers to support informed, data-driven decision-making for complex portfolios.
Global Family Office: Specialized consulting services are available for ultra-high-net-worth clients, focusing on multi-generational wealth transfer, tax strategy, and philanthropic planning.
Business Growth Solutions: The firm delivers direct support for marketing, compliance oversight, and human resources to ensure long-term scalability and successful legacy preservation for its partner firms.