Eversource Wealth Advisors, LLC
Birmingham, AL·SEC-registered · CRD #286340
Eversource Wealth Advisors, LLC is an SEC-registered investment advisory firm in Birmingham, AL managing $5.1B across 14k client accounts, with 76 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$5.1B
Client accounts
14k
Advisory staff
76
Fee model
Fee-based
How Eversource Wealth Advisors, LLC is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Eversource Wealth Advisors, LLC
How much does Eversource Wealth Advisors, LLC manage?
Per its most recent SEC Form ADV filing (04/13/2026), Eversource Wealth Advisors, LLC reports $5.1B in regulatory assets under management across roughly 14k client accounts.
How does Eversource Wealth Advisors, LLC charge?
Eversource Wealth Advisors, LLC is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Hourly, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Eversource Wealth Advisors, LLC a fiduciary?
Yes. Eversource Wealth Advisors, LLC is registered with the U.S. Securities and Exchange Commission (CRD #286340), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Eversource Wealth Advisors, LLC taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Eversource Wealth Advisors, LLC and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Birmingham, AL
Profile compiled from Eversource Wealth Advisors, LLC's public SEC Form ADV filing (CRD #286340, filed 04/13/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Eversource Wealth Advisors, LLC. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Eversource Wealth Advisors, LLC? Claim this profile.