# Eversource Wealth Advisors, LLC

> Eversource Wealth Advisors, LLC is an SEC-registered investment advisory firm in Birmingham, AL, registered since 2020, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated September 25, 2026.

- CRD: 286340
- Filed as: EVERSOURCE WEALTH ADVISORS, LLC
- 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)
- Location: Birmingham, AL
- Filing period: October 2026
- Form ADV filing dated: September 25, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/286340
- AdvisorCensus page: https://advisorcensus.com/firm/eversource-wealth-advisors-llc-birmingham-al-286340

## Quick answers

**How is Eversource Wealth Advisors, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Eversource Wealth Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Eversource Wealth Advisors, LLC located?**
Eversource Wealth Advisors, LLC's principal office is in Birmingham, AL, according to its Form ADV; the October 2026 filing also lists 17 other offices (Schedule D, Section 1.F).

**Is Eversource Wealth Advisors, LLC registered with the SEC or a state?**
Eversource Wealth Advisors, LLC is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 286340.

**How much does Eversource Wealth Advisors, LLC manage?**
Eversource Wealth Advisors, LLC reports $5,095,829,877 in regulatory assets under management in its Form ADV filing dated September 25, 2026 (96% discretionary).

**How have Eversource Wealth Advisors, LLC's assets and staff changed since 2021?**
In the Form ADV data for Eversource Wealth Advisors, LLC: 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. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Eversource Wealth Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (1,715); high net worth individuals (1,540); other (1,030).

**Which custodians does Eversource Wealth Advisors, LLC use?**
Eversource Wealth Advisors, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Fidelity Brokerage Services LLC as custodians holding 10% or more of its separately managed account assets.

**Does Eversource Wealth Advisors, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/286340

**What changed in Eversource Wealth Advisors, LLC's recent Form ADV filings?**
In the October 2026 filing data: 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).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### 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.

### Regulatory assets under management (Item 5.F)
- Total: $5,095,829,877
- Discretionary: $4,874,885,824
- Non-discretionary: $220,944,053

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 1,715 | $852,234,883 |
| High net worth individuals | 1,540 | $2,987,430,853 |
| Banking or thrift institutions | Fewer than 5 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 26 | $69,224,021 |
| Charitable organizations | 12 | $87,298,997 |
| State or municipal government entities (including government pension plans) | Fewer than 5 | $0 |
| Other investment advisers | Fewer than 5 | $0 |
| Insurance companies | Fewer than 5 | $0 |
| Sovereign wealth funds and foreign official institutions | Fewer than 5 | $0 |
| Corporations or other businesses not listed above | 15 | $19,012,385 |
| Other | 1,030 | $1,080,628,738 |

### Advisory services (Item 5.G)
- 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

### Firm details
- Registered since: 2020 (6 years)
- Employees: 76 total, 76 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WI, WV
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the October 2026 filing
- Ada, MI
- Austin, TX
- East Grand Rapids, MI
- Fort Worth, TX
- Green Valley, AZ
- Homewood, AL
- Jackson, MS
- Jacksonville, FL
- Knoxville, TN
- Lee'S Summit, MO
- Little Rock, AR
- McKinney, TX
- Redding, CA
- Scottsdale, AZ
- Spokane, WA
- Tucson, AZ
- Vestavia Hills, AL

### Websites listed on Form ADV (Item 1.I)
- abundantlifeplan.com
- basileiawealth.com
- brightlightimpact.us
- centerpointstrategies.com
- cornerstone360advisors.com
- dynewealth.com
- eversourcewealthadvisors.com
- frankandflanagan.com
- generouswealthaz.com
- gradyfn.com
- highwayfinancial.com
- insightwealthkc.com
- lifeimpactstewardshipjourney.com
- millerwealthmgt.com
- nexusimpactadvisors.com
- reinholdfinancial.com
- seekfirstfinancial.com
- stewardly.com
- verdewealthadvisors.com
- wealthsq.com
- welspirion.com
- LinkedIn @eversource-wealth-advisors

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $355,080,204 | 21 | September 3, 2021 |
| October 2022 | $1,191,247,149 | 30 | September 15, 2022 |
| October 2023 | $1,807,761,235 | 40 | September 18, 2023 |
| October 2024 | $2,694,361,660 | 59 | September 6, 2024 |
| October 2025 | $3,954,297,526 | 76 | June 5, 2025 |
| October 2026 | $5,095,829,877 | 76 | September 25, 2026 |

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.

## Changes in the filing (last 12 months)

### 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).

### September 2026
- Added the business name Basileia Wealth.
- Added an office in Fort Worth, TX.
- No longer lists an office in Rockwall, TX.

### May 2026
- No longer lists the business name Alpha Principle.
- Added an office in Scottsdale, AZ.
- No longer lists an office in Englewood, CO.

### 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.

### 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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Eversource Wealth Advisors, LLC (CRD 286340): Form ADV filing data as of October 2026.