Sanctuary 2.0: How Adam Malamed Is Reframing Growth with Advisor Autonomy

About this episode…

Advisors considering independence often wrestle with a key question: “Do I want to go it alone—or have the backing of a platform?”

That question gave rise to the concept of supportive independence—one of the most dynamic corners of the wealth management ecosystem. It bridges the gap between the turnkey structure of the wirehouses and the full autonomy of running your own RIA. The model offers ownership and freedom while surrounding teams with the infrastructure, technology, and expertise to accelerate growth and achieve scale. And it comes with an added advantage: a community built on accessible leadership and shared talent.

It’s in this space that Sanctuary Wealth has carved out its niche. Since its founding, Sanctuary has become a top destination for elite wirehouse teams seeking greater freedom and control—without giving up the benefits of scale.

With CEO Adam Malamed at the helm, the firm has entered what he calls “Sanctuary 2.0”—a new era of growth, innovation, and partnership designed to help advisors not only transition successfully but thrive long after the move.

Building on his experience scaling Ladenburg Thalmann into a multi-billion-dollar enterprise, Adam is now leading Sanctuary into its next chapter with a sharp focus on growth, technology, and long-term sustainability. In just two years, he has helped the firm nearly double in size, expanded its reach through the acquisition of Tru Independence, and solidified its standing as one of the industry’s most compelling platforms for elite advisors.

In this episode, Louis Diamond and Adam discuss:

• How Sanctuary doubled in size—and why its growth strategy continues to resonate with elite advisors.
• The balance of autonomy and support—and what makes Sanctuary’s formula work.
• Advisors’ long-term goals—and how the firm continues adding value well beyond the transition.
• The future of wealth management—and how technology, data, and AI are reshaping the platform.
• Sanctuary’s long-term strategy—and how succession planning, equity monetization, and access to capital remain central components.

It’s a candid look at where one of the fastest-growing firms is headed and the value it offers advisors seeking a path to independence.

Want to learn more about where, why, and how advisors like you are moving? Click to contact us or call 908-879-1002.

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