LP Profile

EverSource Wealth Advisors

Also known as eversource wealth

Wealth ManagerBirmingham, United StatesFounded 2017

Birmingham

Headquarters

Get Contact Details Website

Investment Focus

About EverSource Wealth Advisors

EverSource Wealth Advisors is a wealth manager based in Birmingham, US. Founded in 2017.

Preferred Sectors & Themes

Diversified

Preferred Geographies

North America

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to EverSource Wealth Advisors from SEC and IRS filings.

SEC Form ADV

Verified

Reported AUM: $5.1B
Total Clients: 13,689
Filing Date: April 13, 2026

Source: SEC IAPD / Form ADV Original filing Full filing details →

Signal Feed

Recent Filings

Public filings matched to EverSource Wealth Advisors across SEC, IRS, DOL and international registers — newest first.

13F

EverSource Wealth Advisors, LLC

Jul 24, 2026 · 2026 Q2

$3.0B

13F

EverSource Wealth Advisors, LLC

May 18, 2026 · 2026 Q1 · AMD

$3.3B

FORM ADV

EVERSOURCE WEALTH ADVISORS, LLC

Apr 13, 2026

$5.1B

Cross-referenced from the LPbacked Signal Feed.

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FAQ

Frequently asked questions

What type of investor is EverSource Wealth Advisors?

EverSource Wealth Advisors is a wealth manager based in Birmingham, United States.

Where is EverSource Wealth Advisors headquartered?

EverSource Wealth Advisors is headquartered in Birmingham, United States.

When was EverSource Wealth Advisors founded?

EverSource Wealth Advisors was founded in 2017.

What does EverSource Wealth Advisors invest in?

EverSource Wealth Advisors focuses on Diversified.

How can I contact EverSource Wealth Advisors?

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