Firm profile

Eversource Wealth Advisors, LLC

BIRMINGHAM, ALCRD 286340Registration Status: ApprovedEffective since July 29, 2020SEC # 801-119192Latest ADV September 25, 2026

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 September 25, 2026, reports $5.1B in regulatory assets under management, 76 employees, 39 offices, and 13,689 accounts.

Assets Under Management

$5.1B

Employees

Offices

39 offices

Total Clients

4,338

Associated firm names

23 names listed

ABUNDANT LIFE PLANNING
WELSPIRION WEALTH MANAGEMENT
WEALTHSOURCE FINANCIAL ADVISORS, LLC
WEALTHSOURCE FINANCIAL ADVISORS

Leadership

3 roles identified

CEOMark A. Wesson

CCOGlenn G. Waddell

COORhonda F. Hitchcock

Advisory services offered

6 types reported

Educational seminars/workshops

Financial Planning Services

Portfolio management for businesses

Fee models offered

3 types reported

Asset based fees

Fixed fees

Hourly charges

Offices & Contact

Primary office

BIRMINGHAM, Alabama, United States

Loading map…

Primary office regionOther reported regions

Shading shows states and countries with reported offices. Cities are listed below; shading does not indicate service coverage.

View locations

Alabama

BIRMINGHAMPrimary office · VESTAVIA HILLS · HOMEWOOD

Arizona

TUCSON · SCOTTSDALE · GREEN VALLEY

Arkansas

LITTLE ROCK

California

REDDING

Florida

JACKSONVILLE

Michigan

EAST GRAND RAPIDS · ADA

Mississippi

JACKSON

Missouri

LEE'S SUMMIT

Tennessee

KNOXVILLE

Texas

MCKINNEY · FORT WORTH · AUSTIN

Washington

SPOKANE

19 office records listed · 39 total offices reported. 8 additional office addresses are undisclosed and are not mapped. Counts can use different reporting dates. SEC filers may list only their largest 25 additional offices.

Contact and digital presence

ADV profile links

Phone205-982-5515 WebsiteVisit website LinkedInView profile

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$5.1Bas of September 25, 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.

Client Coverage Demographics

Top client segmentIndividuals represent 39.5% of total clients.

Top client categories% of clientsClients

Individuals

39.5%

1,715

HNWI

35.5%

1,540

TAMP SERVICES

23.7%

1,030

Pension Plans

0.6%

Corporations

0.3%

Categories with <5 clients

Banking or thrift institutions<5 clients

Insurance companies<5 clients

Other categories<5 clients

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%)

Loading private fund disclosures…

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%)

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.

Reported ownership ranges

Highlighted bands show the percentage range reported in Form ADV.

0%25%50%75%100%

BMSS EVERSOURCE, LLCDirect owner · Schedule AInterest in EVERSOURCE WEALTH ADVISORS, LLC

25% to < 50%

FHG VENTURES - EVERSOURCE, LLCDirect owner · Schedule AInterest in EVERSOURCE WEALTH ADVISORS, LLC

10% to < 25%

LOVE THY NEIGHBOR TOODirect owner · Schedule AInterest in EVERSOURCE WEALTH ADVISORS, LLC

10% to < 25%

WF ES, LLCDirect owner · Schedule AInterest in EVERSOURCE WEALTH ADVISORS, LLC

5% to < 10%

THOMAS MERLE PHILLIPSDirect owner · Schedule AInterest in EVERSOURCE WEALTH ADVISORS, LLC

5% to < 10%

MARK ALAN WESSONIndirect owner · Schedule BInterest in FHG VENTURES - EVERSOURCE, LLC

75%+

Bars represent the reported range at that individual ownership step, not an estimated percentage of the advisory firm. Indirect relationships may refer to intermediate entities rather than directly to Eversource Wealth Advisors, LLC.

Reported ownership and control details

Form ADV · Filing date 2026-09-25 · Schedules A and B

17 entries

#	Owner / person & role	Interest in entity	Reported interest	Control person	Title / status acquired	Source
1	FHG VENTURES - EVERSOURCE, LLCMEMBERDomestic entity	EVERSOURCE WEALTH ADVISORS, LLC	10% to less than 25%Code B	No	MEMBER01/2017	Schedule APDF page 46
2	BMSS EVERSOURCE, LLCMEMBERDomestic entity	EVERSOURCE WEALTH ADVISORS, LLC	25% to less than 50%Code C	Yes	MEMBER01/2017	Schedule APDF page 46
3	MARK ALAN WESSONCHIEF EXECUTIVE OFFICER & MANAGERIndividual	EVERSOURCE WEALTH ADVISORS, LLC	Less than 5%Code NA	Yes	CHIEF EXECUTIVE OFFICER & MANAGER01/2017	Schedule APDF page 46
4	Donald Wayne MurphyMANAGERIndividual	EVERSOURCE WEALTH ADVISORS, LLC	Less than 5%Code NA	Yes	MANAGER01/2017	Schedule APDF page 46
5	CHARLES VICTOR WELDENMANAGERIndividual	EVERSOURCE WEALTH ADVISORS, LLC	Less than 5%Code NA	Yes	MANAGER10/2017	Schedule APDF page 46
6	GLENN GERALD WADDELLGENERAL COUNSEL & CHIEF COMPLIANCE OFFICERIndividual	EVERSOURCE WEALTH ADVISORS, LLC	Less than 5%Code NA	Yes	GENERAL COUNSEL & CHIEF COMPLIANCE OFFICER09/2017	Schedule APDF page 46
7	WF ES, LLCMEMBERDomestic entity	EVERSOURCE WEALTH ADVISORS, LLC	5% to less than 10%Code A	No	MEMBER08/2017	Schedule APDF page 46
8	THOMAS MERLE PHILLIPSMEMBERIndividual	EVERSOURCE WEALTH ADVISORS, LLC	5% to less than 10%Code A	No	MEMBER08/2017	Schedule APDF page 46
9	Rhonda Fields HitchcockCHIEF OPERATING OFFICERIndividual	EVERSOURCE WEALTH ADVISORS, LLC	Less than 5%Code NA	Yes	CHIEF OPERATING OFFICER10/2019	Schedule APDF page 46
10	LOVE THY NEIGHBOR TOOMEMBERDomestic entity	EVERSOURCE WEALTH ADVISORS, LLC	10% to less than 25%Code B	No	MEMBER12/2020	Schedule APDF page 46
11	John Paul ShankMANAGERIndividual	EVERSOURCE WEALTH ADVISORS, LLC	Less than 5%Code NA	Yes	MANAGER04/2021	Schedule APDF page 46
12	ANDREW BENJAMIN FIRMANMANAGERIndividual	EVERSOURCE WEALTH ADVISORS, LLC	Less than 5%Code NA	Yes	MANAGER03/2025	Schedule APDF page 46
13	Jason Todd KesslerCHIEF ADMINISTRATIVE OFFICERIndividual	EVERSOURCE WEALTH ADVISORS, LLC	Less than 5%Code NA	Yes	CHIEF ADMINISTRATIVE OFFICER04/2023	Schedule APDF page 46
14	Daniel Tedford PhillipsCHIEF INVESTMENT OFFICERIndividual	EVERSOURCE WEALTH ADVISORS, LLC	Less than 5%Code NA	Yes	CHIEF INVESTMENT OFFICER05/2024	Schedule APDF page 46
15	Donald Wayne MurphyMANAGERIndividual	BMSS EVERSOURCE, LLC	Percentage not specifiedCode F	Yes	MANAGER04/2016	Schedule BPDF page 47
16	MARK ALAN WESSONMANAGERIndividual	FHG VENTURES - EVERSOURCE, LLC	75% or moreCode E	Yes	MANAGER04/2016	Schedule BPDF page 47
17	CHARLES VICTOR WELDENMANAGERIndividual	WF ES, LLC	Percentage not specifiedCode F	Yes	MANAGER06/2017	Schedule BPDF page 47

Less than 5% may include zero. Code F identifies a role without specifying a percentage. Reported interests may overlap and may not include every owner. Total indirect ownership is not calculated.

Compliance & Disclosures

Filing dated 9/25/2026 12:57:26 PM

Responses were selected by the RIA in its filing. Questions are shortened for readability; “you” refers to the reporting firm, and some questions also cover advisory affiliates.

RIA or supervised-person involvementThe RIA reported that none of the events below involve the firm or its supervised persons.RIA responseNo

AFelonies2 No

In the past ten years, have you or any advisory affiliate:

A1Been convicted of or pleaded guilty or no contest to a felony?No
A2Been charged with a felony?No

BMisdemeanors2 No

In the past ten years, have you or any advisory affiliate:

B1Been convicted of or pleaded guilty or no contest to a misdemeanor involving investments, an investment-related business, fraud, false statements or omissions, wrongful taking of property, bribery, perjury, forgery, counterfeiting, or extortion?No
B2Been charged with a misdemeanor of the kind listed above?No

CSEC or CFTC actions5 No

Has the SEC or CFTC ever:

C1Found you or an advisory affiliate made a false statement or omission?No
C2Found you or an advisory affiliate violated SEC or CFTC regulations or statutes?No
C3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
C4Entered an order against you or an advisory affiliate in connection with investment-related activity?No
C5Imposed a civil money penalty on you or an advisory affiliate, or ordered you or an advisory affiliate to cease and desist from any activity?No

DOther regulatory actions5 No

Has any other federal regulatory agency, state regulatory agency, or foreign financial regulatory authority ever:

D1Found you or an advisory affiliate made a false statement or omission, or was dishonest, unfair, or unethical?No
D2Found you or an advisory affiliate violated investment-related regulations or statutes?No
D3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
D4In the past ten years, entered an order against you or an advisory affiliate in connection with investment-related activity?No
D5Denied, suspended, or revoked your or an advisory affiliate’s registration or license, or otherwise prevented association with an investment-related business or restricted activities?No

ESelf-regulatory organization actions4 No

Has a self-regulatory organization or commodities exchange ever:

E1Found you or an advisory affiliate made a false statement or omission?No
E2Found you or an advisory affiliate violated its rules, other than a violation designated as a minor rule violation under an SEC-approved plan?No
E3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
E4Disciplined you or an advisory affiliate by expulsion, suspension, barring association with other members, or otherwise restricting activities?No

FProfessional authorizations1 No

FHas an authorization to act as an attorney, accountant, or federal contractor granted to you or an advisory affiliate ever been revoked or suspended?No

GPending regulatory proceedings1 No

GAre you or any advisory affiliate now the subject of a regulatory proceeding that could result in a “Yes” answer to any part of C, D, or E?No

HCivil judicial actions and proceedings4 No

(1) Court actions

Has a domestic or foreign court:

H(1)(a)In the past ten years, enjoined you or an advisory affiliate in connection with investment-related activity?No
H(1)(b)Found that you or an advisory affiliate violated investment-related statutes or regulations?No
H(1)(c)Dismissed, pursuant to a settlement agreement, an investment-related civil action brought against you or an advisory affiliate by a state or foreign financial regulatory authority?No

(2) Pending civil proceedings

H(2)Are you or any advisory affiliate now the subject of a civil proceeding that could result in a “Yes” answer to any part of H(1)?No

* 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.