Eversource Wealth Advisors, LLC

• A percentage of assets under your management
• Hourly charges
• Fixed fees (other than subscription fees)

Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ

See the firm's brochure (dated March 18, 2026) for its fees and any account minimum, on the SEC's IAPD site.

$5,095,829,877 as of October 2026, filing dated September 25, 2026.

A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means

A firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.

• Financial planning services
• Portfolio management for individuals and/or small businesses
• Portfolio management for businesses (other than small businesses) or institutional clients
• Selection of other advisers (including private fund managers)
• Publication of periodicals or newsletters
• Educational seminars/workshops

Also doing business as

ABUNDANT LIFE PLANNING, BASILEIA WEALTH, BRIGHTLIGHT, CENTERPOINT STRATEGIES, CORNERSTONE 360 ADVISORS, DYNE WEALTH MANAGEMENT, FRANK AND FLANAGAN WEALTH ADVISORS, GENEROUS WEALTH ADVISORS, GRADY FINANCIAL NETWORK, HIGHWAY FINANCIAL NETWORKS, INSIGHT WEALTH, MILLER WEALTH MANAGEMENT, NEXUS IMPACT ADVISORS, REINHOLD FINANCIAL, SEEK FIRST FINANCIAL, STEWARDLY ADVISORS, VERDE WEALTH, WEALTH SQUARED, WELSPIRION WEALTH MANAGEMENT

Registration

SEC-registered investment adviser. Status as filed: Approved.

Registered since

2020 (6 years)

Employees

Total: 76. Performing investment advisory functions: 76.

Wrap fee program participation

Yes.

Custodians (Schedule D, Section 5.K(3))

Charles Schwab & Co., Inc.Fidelity Brokerage Services LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

Other offices (Schedule D, Section 1.F)

17 other offices, as of the October 2026 filing

Ada, MIAustin, TXEast Grand Rapids, MIFort Worth, TXGreen Valley, AZHomewood, ALJackson, MSJacksonville, FLKnoxville, TNLee'S Summit, MOLittle Rock, ARMcKinney, TXRedding, CAScottsdale, AZSpokane, WATucson, AZVestavia Hills, AL

States registered or notice-filed

42 states or jurisdictions

ALARAZCACOCTDCDEFLGAIDILINKSKYLAMAMDMIMNMOMSMTNCNENHNJNMNVNYOHOKORPASCTNTXUTVAWAWIWV

SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration

None Reports no disclosure items on Form ADV Item 11. View on IAPD.

Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures

Regulatory assets under management: $355,080,204 in the October 2021 data and $5,095,829,877 in the October 2026 data, up 1335%.

Total employees: 21 in October 2021 and 76 in October 2026.

As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.

1. October 2026
   • Added the business name Verde Wealth.
   • Added the business name Seek First Financial.
   • Added the business name Dyne Wealth Management.
   • Added an office in Austin, TX.
   • Updated its list of owners and control persons (Schedule A).
2. September 2026
   • Added the business name Basileia Wealth.
   • Added an office in Fort Worth, TX.
   • No longer lists an office in Rockwall, TX.
3. May 2026
   • No longer lists the business name Alpha Principle.
   • Added an office in Scottsdale, AZ.
   • No longer lists an office in Englewood, CO.
4. April 2026
   • Employees performing advisory functions went from 40 to 76.
   • Regulatory assets under management went from $3,954,297,526 to $5,095,829,877 (+29%).
   • Changed its office addresses in Homewood, AL.
5. January 2026
   • Added the business name Welspirion Wealth Management.
   • Changed its office addresses in Lee'S Summit, MO.
   • Added an office in Ada, MI.
   • Added an office in Homewood, AL.
   • Added an office in Redding, CA.
   • No longer lists an office in Birmingham, AL.
   • No longer lists an office in Hudson, WI.
   • No longer lists an office in Kansas City, MO.
   • No longer lists an office in Scottsdale, AZ.

Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.