Sanctuary Wealth

Financial ServicesIndiana, United States51-200 Employees

Sanctuary Wealth provides a platform for independent financial advisors to build and own equity in their practices while delivering tailored client service. The offering combines technology, operations support, and an ecosystem of affiliated businesses to give partner firms freedom, flexibility, and control through a model of partnered independence. In 2024, the company expanded its affiliation options by acquiring tru Independence, broadening the ways firms can structure their relationships within the network.

Headquartered in Indianapolis, Indiana, Sanctuary Wealth operates within the financial services sector as a networked platform for independent advisory firms across the United States. It supports partner firms with a complete technology and operations backbone, access to affiliated businesses, and a broad solutions platform, while offering multiple affiliation models. The Sanctuary Wealth network comprises more than 120 partner firms in 30 states, overseeing roughly $50 billion in assets on the platform. The company is structured with several wholly owned subsidiaries, including Sanctuary Advisors LLC and Sanctuary Securities, Inc., along with other holdings such as tru, reflecting its expanded affiliation options.

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