Investment adviser · CRD 286340
EVERSOURCE WEALTH ADVISORS, LLC
Investment adviser filing (IA)
BIRMINGHAM, AL, United States · Form ADV filed Sep 25, 2026
- Regulatory AUM
- $5.1B Form ADV · Item 5.F
- Client accounts
- 13,689 Accounts, not individual clients
- Employees
- 76 Reported in this filing
- Advisory professionals
- 76 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 1,540 | $2,987,430,853 | 58.6% |
| Other clients | 1,030 | $1,080,628,738 | 21.2% |
| Individuals | 1,715 | $852,234,883 | 16.7% |
| Charities | 12 | $87,298,997 | 1.7% |
| Retirement plans | 26 | $69,224,021 | 1.4% |
| Corporations & businesses | 15 | $19,012,385 | 0.4% |
| Banks & thrifts | Fewer than 5 | $0 | 0.0% |
| Government entities | Fewer than 5 | $0 | 0.0% |
| Other investment advisers | Fewer than 5 | $0 | 0.0% |
| Insurance companies | Fewer than 5 | $0 | 0.0% |
| Sovereign wealth & foreign institutions | Fewer than 5 | $0 | 0.0% |
Filing source
Form ADV 2133978 · Sep 25, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
No detailed fund records are available here. Funds may be referenced under another reporting adviser in Schedule D 7.B.(2); this does not establish that the adviser has no funds.
Services & filing details
Most recent filing: Sep 25, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Selection of other advisers · Publication of newsletters · Educational seminars
Compensation
Percentage of assets · Hourly · Fixed
Principal office
3500 COLONNADE PARKWAY, SUITE 150BIRMINGHAM, AL, 35243, United States
CRD 286340
Filing source
Form ADV 2133978 · Sep 25, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.