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EVERSOURCE WEALTH ADVISORS, LLC
CRD 286340File 801-119192
APPROVED
Retail clients
Custody
Filing as of Sep 25, 2026
Feed vintage Oct 1, 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 | Change |
|---|---|---|---|---|
| Aug 17, 2026 | Clients | 4,338 | 3,308 | decreased by1,030 |
| Apr 1, 2026 | Clients | 4,050 | 4,338 | increased by288 |
| Apr 1, 2026 | AUM | $3,954,297,526 | $5,095,829,877 | increased by$1,141,532,351 |
| Apr 1, 2026 | Accounts | 12,633 | 13,689 | increased by1,056 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 30 | 76 | increased by46 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 872 | 4,050 | increased by3,178 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,191,247,149 | $3,954,297,526 | increased by$2,763,050,377 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 2,505 | 12,633 | increased by10,128 |
| Apr 1, 2022 | Employees | 21 | 30 | increased by9 |
| Apr 1, 2022 | Clients | 653 | 872 | increased by219 |
| Apr 1, 2022 | AUM | $667,570,540 | $1,191,247,149 | increased by$523,676,609 |
| Apr 1, 2022 | Accounts | 1,752 | 2,505 | increased by753 |
| Nov 1, 2021 | Clients | 410 | 653 | increased by243 |
| Nov 1, 2021 | AUM | $355,080,204 | $667,570,540 | increased by$312,490,336 |
| Nov 1, 2021 | Accounts | 999 | 1,752 | increased by753 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “EVERSOURCE WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“EVERSOURCE WEALTH” may also match similarly-named firms). Confirm identity against each filing.
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.