Eversource Wealth Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Birmingham, AL. Its latest Form ADV filing, dated April 13, 2026, reports $5.1B in regulatory assets under management, 76 employees, 27 offices, and 13,689 accounts.
Assets Under Management
$5.1B
Employees
76
Offices
27 offices
Total Clients
4,338
Primary office
BIRMINGHAM, AL
3500 COLONNADE PARKWAY, SUITE 150, BIRMINGHAM, AL, United States
Top client segmentIndividuals represent 39.5% of total clients.
Top client categories% of clientsClients
1
Individuals
39.5%
1,715
2
HNWI
35.5%
1,540
3
TAMP SERVICES
23.7%
1,030
4
Pension Plans
0.6%
26
5
Corporations
0.3%
15
Categories with <5 clients
Banking or thrift institutions<5 clients
Insurance companies<5 clients
Other categories<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$5.1Bas of April 13, 2026
Discretionary95.7%
$4.9B
96% of total RAUM95.7%
Non-discretionary4.3%
$221M
4% of total RAUM4.3%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$5.1B
Total Accounts13,689
10Y AUM Change+$5.1B (+23788.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees76
Clients per Employee57:1
10Y Employee Change+67 (+744.4%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.