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What You Need to Know This is yet another advisor team that Sanctuary Wealth has recruited from Merrill Lynch. Sanctuary Wealth has welcomed eight advisor teams with $2.8 billion in combined assets this year so far. In April, Sanctuary said it added Claybourn Frakes Wealth Advisory Services, led by ex-UBS reps. RIA Sanctuary Wealth has added another advisor team from Merrill Lynch this time Walnut Creek, California-based Quorum Private Wealth, an eight-person team that had operated as the Barry & Milligan Group at Merrill and manages more than $1.5 billion in client assets. Indianapolis-based Sanctuary, which called the addition its “biggest win to date,” said early this year it added the ex-Merrill team Alluvial Private Wealth, based in Marion, Ohio with about $435 million in client assets under management. In early April, Sanctuary announced it had added Claybourn Frakes Wealth Advisory Services, led by ex-UBS-registered reps and its first sanctuary partner firm in the S

Walnut creekUnited statesSan antonioMike barryKelly milliganJim dicksonMelissa yueMerrill lynchBarry milligan group at merrillFinancial industry regulatory authority brokercheckClaybourn frakes wealth advisory servicesWhat you needSanctuary wealthCalifornia based quorum private wealthMilligan groupAlluvial private wealth