EVERSOURCE WEALTH ADVISORS, LLC

3500 Colonnade Parkway
Suite 150
Birmingham, Alabama 35243
Tel: 205-982-5515

About EVERSOURCE WEALTH ADVISORS, LLC

EVERSOURCE WEALTH ADVISORS, LLC, formally registered with the SEC as EVERSOURCE WEALTH ADVISORS, LLC. The firm was established in 07/29/2020. They have over 28 offices throughout the country.

EVERSOURCE WEALTH ADVISORS, LLC is a Birmingham, Alabama based Financial Planning firm with nearly $2,694,361,660 assets under management, offering retirement planning & investment advisory services to 8119 clients. The firm is staffed with 59 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	286340
SEC#	801-119192
Assets Managed by Firm	$2,694,361,660
No. of Clients	8119
No. of Advisors	59

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors
Publication of periodicals and newsletters
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	8119	$2,694,361,660
Individuals (other than high net worth individuals)	563	$194,198,115
High net worth individuals	1288	$1,638,480,859
Pension and profit sharing plans	23	$51,366,590
Charitable organizations	4	$51,509,629
Corporations or other businesses	2	$7,392,245

More Retirement Planning firms in Birmingham, Alabama:

Firm Name	Assets Under Management	Total Clients	Total Advisors
HIGHLAND ASSOCIATES INC 2545 Highland Avenue South, Suite 200 Birmingham, AL, 35205	$23,574,716,836	61	19
REGIONS INVESTMENT MANAGEMENT, INC. 1900 5th Avenue North, Sixth Floor Birmingham, AL, 35203-2618	$16,990,335,269	2	29
WAVERLY ADVISORS, LLC 600 University Park Place, Suite 501 Birmingham, AL, 35209	$14,539,829,905	22135	261
HARBERT FUND ADVISORS, INC. 2100 Third Avenue North Ste 600 Birmingham, AL, 35203	$8,110,107,935	50	167
VULCAN VALUE PARTNERS LLC Three Protective Center, 2801 Highway 280 South, Ste 300 Birmingham, AL, 35223	$7,878,130,018	367	42

Explore More Retirement Advisors in Birmingham, Alabama

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.