RIA · Independent channel
Sanctuary Wealth
Operate an advisory practice under the host firm’s RIA registration, using its supervision and practice resources.
- Website
- sanctuarywealth.com
- Regulator record
- SANCTUARY ADVISORS, LLC (SEC)
Recorded arrivals
5
Teams and practices joining in 2026
Recorded departures
2
Teams and practices leaving in 2026
Arrival assets
$2.1B
Reported practice assets · 5 of 5 disclosed
Departure assets
$550M
Reported practice assets · 2 of 2 disclosed
Arrivals and departures are counted separately, not netted.
Monthly arrivals by origin category
Where arriving teams came from, by month
Wirehouses, Banks & BDsRIAIndependent Broker-Dealer
Arrivals came from
Origin firms, by number of teams
Departures went to
Destination firms, by number of teams
01
1
02
1
Arrivals 5
Teams joining Sanctuary Wealth in 2026. Open a team for its source record.
| Date | Pattern | Team / advisor(s) | From | Reported assets | Source |
|---|---|---|---|---|---|
| Jun 5 | Breakaway | Valen Private CapitalPaoli, PA | Merrill LynchWirehouses, Banks & BDs | $477M | InvestmentNews |
| May 1 | Breakaway | Iron North Private WealthCoeur d'Alene, ID | UBSWirehouses, Banks & BDs | $350M | Press Release |
| Apr 20 | Breakaway | Soteris Private WealthWalnut Creek, CA | Merrill LynchWirehouses, Banks & BDs | $800M | AdvisorHub |
| Apr 8 | Breakaway | OPT Wealth ManagementOak Brook, IL | Merrill LynchWirehouses, Banks & BDs | $260M | Press Release |
| Jan 16 | Lateral | Bryan BlackburnCleveland, OH | Carnegie Investment CounselRIA | $190M | Press Release |
Departures 2
Teams leaving Sanctuary Wealth in 2026.
| Date | Pattern | Team / advisor(s) | To | Reported assets | Source |
|---|---|---|---|---|---|
| Oct 21 | Lateral | Clark Abbott, Robert HartingerRaleigh, NC | CAPTRUSTRIA | $300M | Press Release |
| Aug 5 | Lateral | Paragon Private WealthFranklin, TN | Savvy AdvisorsRIA | $250M | Press Release |
Data through October 31, 2026. See the methodology for how transactions, assets and sources are defined.