$684.9M Total AUM
$654.8M Disc. AUM
-- 3Y CAGR
8 Employees
281 ADV. Clients
16 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-28-2010
- Office Locations
- 2
Office Locations
37 Derby Street Suite 5 Hingham MA
777 South Flagler Drive Suite 800 West Tower West Palm Beach FL
About Sandy Cove Advisors, LLC
Sandy Cove Advisors is a boutique wealth management firm providing investment management, financial planning, and family office support for individuals and families. The team integrates tax and estate planning considerations to simplify complex situations and build tailored, long-term portfolios. Client assets are commonly custodied at Schwab and Fidelity/NFS.
Team overview
48 AVG AGE
$171.2M AVG AUM / ADVISOR
$2.4M AVG AUM / CLIENT
8.9 yrs AVG TENURE
8 Employees
4 Advisory Reps
4 RIA Reps
16yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Fund Managers
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
D
DEIRDRE REILLY PRESCOTT
Advisor, Managing Member
- CRD
- #2311321
- Ownership
- 75% or more
Available
Available
Available
KATHERINE SALTONSTALL
Advisor, Chief Compliance Officer
- CRD
- #2432817
- Ownership
- 10% but less than 25%
Available
Available
Available
Showing 2 of 2 owners & executives
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E
Emily A Fluke
--
- CRD
- #6363269
Available
Available
Available
JENNIFER LORENC MITCHELL
Advisor
- CRD
- #1530276
Available
Available
Available
Showing 2 of 4 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $654,770,497 | $651,513 |
| Non-Discretionary | $30,134,565 | $579,511 |
| Total | $684,905,062 | $647,971 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Municipal Bonds:
Available Cash:
Available Other:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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