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EVERSOURCE WEALTH ADVISORS, LLC
CRD 286340File 801-119192
APPROVED
Retail clients
Custody
Filing as of Aug 10, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$5.10B
Top 25% of cohort (national)
Discretionary AUM
$4.87B
Non-discretionary $220.9M
Clients
3,308
13,689 accounts
Employees
76
Top 10% of cohort in AL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- Jul 29, 2020
- Principal office
- 3500 COLONNADE PARKWAY, SUITE 150, BIRMINGHAM, AL, 35243
- Phone
- 205-982-5515
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $5.10B
- Discretionary AUM
- $4.87B
- Non-discretionary AUM
- $220.9M
- Discretionary accounts
- 13,506
- Non-discretionary accounts
- 183
- Total accounts
- 13,689
- AUM per client
- $1.5M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 15 | $19.0M |
| Non-U.S. persons | Fewer than 5 | $0 |
| Insurance companies | Fewer than 5 | $0 |
| Charitable organizations | 12 | $87.3M |
| Other investment advisers | Fewer than 5 | $0 |
| High net worth individuals | 1,540 | $2.99B |
| Banking or thrift institutions | Fewer than 5 | $0 |
| Pension and profit sharing plans | 26 | $69.2M |
| State or municipal government entities | Fewer than 5 | $0 |
| Individuals (other than high net worth individuals) | 1,715 | $852.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other
- Publications
- Financial planning services
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 17, 2026 | Clients | 4338 | 3308 |
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.