Eversource Wealth Advisors, LLC logo

Eversource Wealth Advisors, LLC

Updated today

Client assets under management

$3,839,665,736

Clients

3,255

47% high-net-worth

Advisors

68

of 76 employees

Firm type

Multi-team

30-300 advisors or >$3B in AUM

Clients per advisor

48

Low

Average account size

$1,179,621

About

EverSource Wealth Advisors serves a mix of individual clients (including high‑net‑worth individuals), families, estates and trusts, charitable foundations, retirement plans and institutional relationships, as well as broker‑dealers, IARs and other registered investment adviser firms. The firm provides wealth management, portfolio management, financial planning, consulting, retirement‑plan services, and back‑office/TAMP and sub‑advisory support to independent RIAs and advisor teams.

The firm operates multiple investment programs — including EverSource Firm as Portfolio Manager, Advisor as Portfolio Manager, Managed Accounts, Private Markets, Held‑Away Assets, and an Outsourced Chief Investment Officer (OCIO) offering for $5 million+ relationships — and documents client objectives through investor profile forms and investment policy statements. Investment implementation combines firm model portfolios and approved third‑party strategist models, values‑based portfolios (including strategies developed by its Brightlight team), manager due diligence for private markets, and advisor customization of allocations and restrictions to reflect client needs and values.

Distinctive aspects of EverSource include its structured support for other advisory firms (TAMP, turnkey and back‑office services, and sub‑advisory arrangements) and its role as manager of a pooled private real‑estate fund and sponsor of private market access for eligible clients. The brochure also discloses minority ownership in the Harvest App digital wealth platform, ownership of a virtual‑assistant subsidiary (CID), and referral and platform relationships (for example with Flourish Cash, MSI, DPL and Halo), indicating the firm operates a range of platform and institutional service businesses alongside its retail advisory practice.

Client services

Financial planning Portfolio management Selection of other advisers Newsletters or periodicals Educational seminars or workshops

Expertise

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Business succession planning Charitable giving & philanthropy

Occupation focus

Founder/Business Owner Executive

Demographic focus

Religious/faith focused

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Fee options

Fixed

Financial planning fixed fees $2,500 to $25,000; consulting services may be flat fee per project or monthly consulting fee.

Percentage

$0 - $3,000,000: Up to 2.00% annually (0.50% quarterly billed in arrears) with example monthly up to 0.17% $3,000,000+: Negotiated rates over $3,000,000

Project-based

Financial planning and consulting hourly rates generally $150 to $400 per hour; family dynamics consulting $400 per hour or $1,500 daily.

Other

Fee-only: Financial planning fixed fees generally range $2,500 to $25,000; hourly fees $150 to $400 per hour; some flat annual fees billed monthly or quarterly.

Main office location

Eversource Wealth Advisors, LLC

3500 Colonnade Parkway, Suite 150

Birmingham AL 35243, United States

Number of offices

28

Most active in

Alabama · Arizona · Arkansas · California · Colorado · Connecticut · Delaware · District of Columbia · Florida · Georgia · Idaho · Illinois · Indiana · Kansas · Kentucky · Louisiana · Maryland · Massachusetts · Michigan · Minnesota · Mississippi · Missouri · Montana · Nebraska · Nevada · New Hampshire · New Jersey · New Mexico · New York · North Carolina · Ohio · Oklahoma · Oregon · Pennsylvania · South Carolina · Tennessee · Texas · Utah · Virginia · Washington · West Virginia · Wisconsin

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Ronald H

Series 63, Series 65

Jacksonville, FL

Eversource Wealth Advisors, LLC

Ronald Hodge is a financial advisor with Eversource Wealth Advisors, LLC in Jacksonville, FL, holding Series 63 and Series 65 licenses and having nine years of industry experience. Prior to joining Eversource in 2023, he worked at Capital Financial Strategies, Minnesota Life Insurance Co, and Securian Financial Services Inc. Mr. Hodge also operates as an independent insurance agent selling non-variable insurance products. Eversource Wealth Advisors serves individual and high-net-worth investors, as well as institutional and advisory clients, offering wealth management, financial planning, portfolio management, private markets access, and retirement-plan services. The firm operates through a network of advisor representatives delivering multiple investment programs and is notable for managing a pooled private real-estate vehicle and providing services to other RIAs and nonstandard institutional clients.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Business succession planning Charitable giving & philanthropy Founder/Business Owner Executive Religious/faith focused
user avatar

Ryan N

Series 63, Series 65

New York, NY

Eversource Wealth Advisors, LLC

Ryan Nelson is a financial advisor with Eversource Wealth Advisors, LLC, holding Series 63 and Series 65 licenses and two years of industry experience. He has previously worked at Equitable Advisors, LLC, Nelson Financial Services, and MC Companies. Since 2023, Nelson has also operated as an independent insurance agent selling non-variable insurance products. Eversource Wealth Advisors serves individual and high-net-worth investors, as well as institutional and advisory clients, offering wealth management, financial planning, portfolio management, private markets access, and retirement-plan services. The firm operates through a network of investment advisor representatives who deliver a range of investment programs and provides services to other RIAs and nonstandard institutional clients.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Business succession planning Charitable giving & philanthropy Founder/Business Owner Executive Religious/faith focused
user avatar

Luke M

Series 65

Mc Kinney, TX

Eversource Wealth Advisors, LLC

Luke Martin is a financial advisor at EverSource Wealth Advisors, LLC, holding a Series 65 designation. He joined EverSource in 2025 and has prior work experience across several industries, including roles at Brasfield and Gorrie and Auburn University. EverSource Wealth Advisors serves individual and high-net-worth investors, as well as institutional and advisory clients, offering wealth management, financial planning, portfolio management, private markets access, and retirement-plan services. The firm operates through a network of investment advisor representatives delivering multiple investment programs and incorporates a values-based portfolio approach informed by a Judeo-Christian framework.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Business succession planning Charitable giving & philanthropy Founder/Business Owner Executive Religious/faith focused
user avatar

Jack M

Series 66

Birmingham, AL

Eversource Wealth Advisors, LLC

Jack Morris is a financial advisor at EverSource Wealth Advisors, LLC in Birmingham, AL, holding a Series 66 designation with six years of industry experience. His prior work includes roles at Bank of America, Merrill Lynch, Pierce, Fenner & Smith Incorporated, Allied Mineral Products, Inc., and Riverside Refractories, Inc. EverSource Wealth Advisors serves individual and high-net-worth investors, institutional clients, and advisory firms, offering wealth management, financial planning, portfolio management, private markets access, and retirement-plan services. The firm operates through a network of investment advisor representatives and provides a range of investment programs, including firm-managed models, advisor-managed accounts, and third-party managed strategies, with an investment approach that incorporates a Judeo-Christian values framework for some portfolios.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Business succession planning Charitable giving & philanthropy Founder/Business Owner Executive Religious/faith focused
user avatar

James V

Series 66

Jacksonville, FL

Eversource Wealth Advisors, LLC

James Vandenheuvel is a financial advisor at EverSource Wealth Advisors, LLC with 12 years of industry experience. He holds the Series 66 designation and previously worked at Capital Financial Strategies, Minnesota Life Insurance Co, and Securian Financial Services Inc. since 2015. EverSource Wealth Advisors serves individual and high-net-worth investors, institutional clients, and advisory firms, offering wealth management, financial planning, portfolio management, private markets access, and retirement-plan services. The firm operates through a network of advisors providing multiple investment programs and incorporates a values-based investment approach informed by a Judeo-Christian framework.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Business succession planning Charitable giving & philanthropy Founder/Business Owner Executive Religious/faith focused
user avatar

Howard V

CFP®, Series 65

Spring Hill, TN

Eversource Wealth Advisors, LLC

Howard Varnedoe is a CFP® professional with 11 years of industry experience, currently serving at EverSource Wealth Advisors, LLC. His prior experience includes roles at Ronald Blue & Company and Charis Advisors Group, LLC. Outside of his advisory work, he is involved with Hope Community Church and Ivybrook Academy. EverSource Wealth Advisors serves individual, high-net-worth, institutional, and advisory clients with wealth management, financial planning, portfolio management, and retirement-plan services. The firm offers multiple investment programs and values-based portfolio options informed by a Judeo-Christian framework.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Business succession planning Charitable giving & philanthropy Founder/Business Owner Executive Religious/faith focused
user avatar

David C

Series 65

Birmingham, AL

Eversource Wealth Advisors, LLC

David Curran is a financial advisor at EverSource Wealth Advisors, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Somerset Advisory. Outside of his advisory role, he is the founder of Bernard Coaching Company, where he provides life and budget coaching. EverSource Wealth Advisors serves individual and high-net-worth investors as well as institutional clients, offering wealth management, financial planning, portfolio management, private markets access, and retirement-plan services. The firm operates through a network of advisors delivering multiple investment programs and incorporates values-based portfolio options informed by a Judeo-Christian framework.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Business succession planning Charitable giving & philanthropy Founder/Business Owner Executive Religious/faith focused
user avatar

Deborah S

Series 66

Green Valley, AZ

Eversource Wealth Advisors, LLC

Deborah Stouffer is a financial advisor with Eversource Wealth Advisors, LLC, holding a Series 66 designation and three years of industry experience. Her prior roles include positions at Raymond James Financial Services and W. F. Stevens Financial Advisors, where she also serves as Office Manager. Eversource Wealth Advisors provides wealth management, financial planning, portfolio management, and retirement-plan services to individual, high-net-worth, and institutional clients. The firm offers multiple investment programs and values-based portfolio options informed by a Judeo-Christian framework, while also serving other RIAs and nonstandard institutional clients.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Business succession planning Charitable giving & philanthropy Founder/Business Owner Executive Religious/faith focused
user avatar

Timothy M

Series 65

Highlands Ranch, CO

Eversource Wealth Advisors, LLC

Timothy Macready is a financial advisor at EverSource Wealth Advisors, LLC with three years of industry experience. He holds a Series 65 credential and has previously worked at Brightlight Group and Christian Super. Outside of his advisory role, Macready serves on the boards of Criterion Institute and Global Trust Partners, where he is also Treasurer, and participates in investment committees including Paua Wealth and the CIMA Commission. EverSource Wealth Advisors serves individual, high-net-worth, institutional, and advisory clients, offering wealth management, financial planning, portfolio management, private markets access, and retirement-plan services. The firm delivers multiple investment programs through a network of advisor representatives and incorporates a Judeo-Christian framework in some portfolio options.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Business succession planning Charitable giving & philanthropy Founder/Business Owner Executive Religious/faith focused
user avatar

Chase B

Series 65

Birmingham, AL

Eversource Wealth Advisors, LLC

Chase Boardman is a financial advisor at EverSource Wealth Advisors, LLC in Birmingham, AL, holding a Series 65 credential with three years of industry experience. His prior roles include positions at BMSS Wesson Wealth Solutions, Keystone Wealth Partners, and Liberty University. EverSource Wealth Advisors serves individual and high-net-worth investors, as well as institutional and advisory clients, offering wealth management, financial planning, portfolio management, private markets access, and retirement-plan services. The firm operates through a network of investment advisor representatives delivering multiple investment programs and incorporates a values-based portfolio approach informed by a Judeo-Christian framework.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Business succession planning Charitable giving & philanthropy Founder/Business Owner Executive Religious/faith focused
user avatar

Eric R

CFP®, Series 63, Series 65

Eustis, FL

Eversource Wealth Advisors, LLC

Eric Reinhold is a CFP® professional with 28 years of experience in the financial services industry. He has worked at EverSource Wealth Advisors, LLC since 2023 and previously spent ten years with Ameriprise Financial Services, Inc. He serves on the Board of Directors for Character 4 Kids, Inc., and is also an author of both fiction and non-fiction books. EverSource Wealth Advisors serves individual and high-net-worth investors as well as institutional and advisory clients, offering wealth management, financial planning, portfolio management, private markets access, and retirement-plan services. The firm provides a range of investment programs through a network of advisors and incorporates a values-based approach informed by a Judeo-Christian framework.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Business succession planning Charitable giving & philanthropy Founder/Business Owner Executive Religious/faith focused
user avatar

Robert C

Series 66

Scottsdale, AZ

Eversource Wealth Advisors, LLC

Robert Collins is a financial advisor at EverSource Wealth Advisors, LLC in Scottsdale, AZ, with 15 years of industry experience. He holds a Series 66 designation and has previously worked at Equitable Advisors, AXA Advisors, and Nelson Financial. Outside of his advisory role, he owns Kandr Collins, LLC, which sells group medical benefits and property and casualty insurance. EverSource Wealth Advisors serves individual, high-net-worth, institutional, and advisory clients by offering wealth management, financial planning, portfolio management, private markets access, and retirement-plan services. The firm operates through a network of investment advisor representatives and provides a range of investment programs, including firm-managed and advisor-managed strategies, with a values-based portfolio option informed by a Judeo-Christian framework.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Business succession planning Charitable giving & philanthropy Founder/Business Owner Executive Religious/faith focused
user avatar

Daniel F

CFP®, Series 63, Series 65

Burlington, MA

Eversource Wealth Advisors, LLC

Daniel Flanagan is a CFP® with 23 years of industry experience. He is currently with EverSource Wealth Advisors, LLC and previously worked for Canby Financial Advisors and Commonwealth Financial Network. EverSource Wealth Advisors serves individual and high-net-worth investors as well as institutional and advisory clients, offering wealth management, financial planning, portfolio management, private markets access, and retirement-plan services. The firm operates through a network of investment advisor representatives delivering multiple investment programs and incorporates values-based portfolio options informed by a stated Judeo-Christian framework.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Business succession planning Charitable giving & philanthropy Founder/Business Owner Executive Religious/faith focused
user avatar

William S

Series 65

Little Rock, AR

Eversource Wealth Advisors, LLC

William Somers is a financial advisor at EverSource Wealth Advisors, LLC in Little Rock, AR, holding a Series 65 license with two years of industry experience. Prior to joining EverSource Wealth Advisors in 2024, he worked at BRS Financial LLC from 2022 to 2024 and operated Somers Lawn for eleven years. EverSource Wealth Advisors serves individual and high-net-worth investors as well as institutional and advisory clients, providing wealth management, financial planning, portfolio management, private markets access, and retirement-plan services through a network of investment advisor representatives. The firm is notable for managing a pooled private real-estate vehicle and offering services to other RIAs and nonstandard institutional clients.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Business succession planning Charitable giving & philanthropy Founder/Business Owner Executive Religious/faith focused
user avatar

Anthony D

Series 63, Series 65

Surprise, AZ

Eversource Wealth Advisors, LLC

Anthony Doble is a financial advisor at Eversource Wealth Advisors, LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at firms including Trutina Financial and Oneamerica Securities. Mr. Doble is also the President of Moneyverse Financial, LLC, where he creates educational content related to finance. Eversource Wealth Advisors serves individual, high-net-worth, institutional, and advisory clients with wealth management, financial planning, portfolio management, private markets access, and retirement-plan services. The firm offers multiple investment programs through a network of advisors and provides services to other RIAs and nonstandard institutional clients.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Business succession planning Charitable giving & philanthropy Founder/Business Owner Executive Religious/faith focused
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