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EVERSOURCE WEALTH ADVISORS, LLC
CRD 286340 · SEC 801-119192
3500 COLONNADE PARKWAY, SUITE 150, BIRMINGHAM, AL, 35243, United States
Phone
205-982-5515
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$5.10B
Discretionary AUM
$4.87B
Team
76 total employees; 76 advisory reps; 51 broker-dealer reps
Clients
More than 500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-13
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisersPublication of periodicalsEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 1715 | $852.2M |
| High net worth individuals | 1540 | $2.99B |
| Pension/profit sharing plans | 26 | $69.2M |
| Charitable organizations | 12 | $87.3M |
| Corporations/business entities | 15 | $19.0M |
States served
AL, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, KS, KY, LA, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, OH, OK, OR, PA, SC, TN, UT, VA, WV, WI, MO, WA, TX, NH, CT, FL
All web addresses on file
- https://www.reinholdfinancial.com/
- https://gradyfn.com/
- https://www.highwayfinancial.com/
- https://www.frankandflanagan.com/
- https://www.millerwealthmgt.com
- https://insightwealthkc.com
- https://stewardly.com/
- https://www.lifeimpactstewardshipjourney.com/
- https://www.cornerstone360advisors.com
- https://www.linkedin.com/company/eversource-wealth-advisors/
- http://wealthsq.com
- http://generouswealthaz.com/
- https://www.abundantlifeplan.com/
- http://nexusimpactadvisors.com/
- https://centerpointstrategies.com/
- https://www.brightlightimpact.us/
- https://www.eversourcewealthadvisors.com
- https://www.welspirion.com
Official SEC filing: View on IAPD