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SANCTUARY ADVISORS, LLC

MIAMI, FL · CRD 226606 · IAPD ↗ · 317-975-7729

$34.88BRegulatory AUM
396Advisory reps
770Employees
0Clients
101-250Planning clients
0Private funds
53States
1Disclosures
wealthSegment
ApprovedSEC status

Filing changes

76
July 2026 — SANCTUARY ADVISORS, LLC grew from 390 to 396 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
76
May 2026 — SANCTUARY ADVISORS, LLC grew from 380 to 386 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
63
April 2026 — SANCTUARY ADVISORS, LLC reports 101-250 financial-planning clients, up from 51-100.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
65
April 2026 — SANCTUARY ADVISORS, LLC reported RAUM up 26% ($27.70B -> $34.88B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
80
March 2026 — SANCTUARY ADVISORS, LLC grew from 370 to 380 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
50
December 2025 — SANCTUARY ADVISORS, LLC moved its main office from INDIANAPOLIS, IN to MIAMI, FL.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
85
December 2025 — SANCTUARY ADVISORS, LLC grew from 351 to 370 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
75
July 2025 — SANCTUARY ADVISORS, LLC grew from 345 to 350 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
83
June 2025 — SANCTUARY ADVISORS, LLC grew from 332 to 345 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
55
May 2025 — SANCTUARY ADVISORS, LLC shrank from 337 to 332 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
65
April 2025 — SANCTUARY ADVISORS, LLC reported RAUM up 26% ($22.02B -> $27.70B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
77
February 2025 — SANCTUARY ADVISORS, LLC grew from 324 to 331 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
75
October 2024 — SANCTUARY ADVISORS, LLC grew from 319 to 324 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
75
September 2024 — SANCTUARY ADVISORS, LLC grew from 314 to 319 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
78
May 2024 — SANCTUARY ADVISORS, LLC grew from 309 to 317 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
55
April 2024 — SANCTUARY ADVISORS, LLC added office(s): 80 -> 83 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
67
April 2024 — SANCTUARY ADVISORS, LLC reported RAUM up 36% ($16.22B -> $22.02B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
70
April 2024 — SANCTUARY ADVISORS, LLC now reports custody of client assets ($19.96B).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
77
April 2024 — SANCTUARY ADVISORS, LLC grew from 302 to 309 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
55
February 2024 — SANCTUARY ADVISORS, LLC shrank from 307 to 302 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.