#United States #Miami #Asset Management #financial advisors #Sanctuary Wealth

Sanctuary Wealth's Impressive Growth in 2026

Sanctuary Wealth, a prominent hybrid Registered Investment Advisor (RIA), has announced remarkable growth figures for the first half of 2026, showcasing a significant increase in total client assets. This success, attributed to rising demand for the firm’s flexible and adaptable affiliation models, marks a pivotal moment for the company and its affiliated financial advisors.

Expansion Overview

In the first half of 2026 alone, Sanctuary Wealth reported that elite advisory teams collectively representing over $5.9 billion in client assets chose to affiliate with its platform. This surge not only highlights the firm’s robust reputation in the financial services industry but also underlines a steady trend of wirehouse breakaways. The growth brought Sanctuary's 12-month recruited assets to a whopping $12.7 billion, setting a new record.

Sanctuary's trajectory has been particularly noteworthy since the appointment of Adam Malamed as CEO in February 2023. Under his leadership, the firm has diversified its affiliation models and enhanced its offerings through strategic acquisitions, while steadily increasing its Partner Firm community, which has expanded from 68 to 125 in just a few years.

Significant Client Asset Growth

Since 2023, the total client assets managed by Sanctuary Wealth have skyrocketed from $27.8 billion to approximately $65.7 billion. This remarkable increase reflects not only a rise in the breadth of services offered by the firm but also a growing trust among independent financial advisors who are seeking more autonomy and support in managing their businesses.

Adam Malamed stated, "Sanctuary's momentum reflects the strength of the platform we are building and the increasing demand from elite advisor teams for a more flexible, entrepreneurial model." He emphasized the firm’s commitment to understanding the unique needs of each advisory team and providing tailored resources and models that align with their goals. This approach includes offering strategic capital to support liquidity and facilitate ongoing growth.

Notable New Partnerships

Among the new Partner Firms joining Sanctuary in 2026 are:

• - StackStone Wealth - $1.9 billion
• - Miller Asher Private Wealth - $1.1 billion
• - Soteris Private Wealth - $800 million
• - Valen Private Capital - $477 million
• - Pierstone Wealth Management - $350 million
• - Iron North Private Wealth - $350 million
• - KZ Private Wealth - $342 million
• - OPT Wealth Management - $260 million

The addition of these firms significantly contributes to Sanctuary's overall asset management capabilities, reinforcing its status as a leading destination for sophisticated wealth management practices.

Vince Fertitta, President of Wealth Management at Sanctuary Wealth, remarked, "Adding nearly $6 billion in total client assets during the first half of the year is a tremendous milestone, but the quality of the teams choosing Sanctuary is what makes this growth especially meaningful." He highlighted the entrepreneurial spirit within their community as a key factor creating a collaborative environment that propels all firms associated with Sanctuary to new heights.

Looking Ahead

Moving forward into the second half of 2026, Sanctuary Wealth is committed to observing the momentum of its existing Partner Firms while strategically welcoming new advisor teams that share its entrepreneurial mindset and focus on client service. As the financial landscape evolves, Sanctuary stands poised to continue its support for financial advisors seeking independence, flexibility, and a competitive edge in the wealth management sector.

In conclusion, Sanctuary Wealth's ongoing growth and diversification demonstrate its capacity to adapt to the changing demands of the market, solidifying its role as a leader in facilitating the transition for advisors from traditional large institutions to more flexible, personalized financial services models.