Scottsdale, AZ N. Northsight Boulevard Office

Team
Updated today
Eversource Wealth Advisors, LLC logo

Eversource Wealth Advisors, LLC

Multi-team

Firm-wide stats for Eversource Wealth Advisors, LLC

Total advisors

76

Across 38 offices

Clients per advisor

43 Low

Avg AUM per client

$1,179,621 High

HNW client ratio

47% Very High

About

EverSource serves a mix of individual and institutional clients — including individuals, families, estates and trusts, charitable foundations, broker‑dealers, retirement plans, and other registered investment adviser (RIA) firms and their advisors. The firm provides wealth management, financial planning, investment advisory and consulting services, and also offers turnkey asset management (TAMP), back‑office support and sub‑advisory services to independent RIAs.

EverSource delivers advice through a national network of investment advisor representatives using multiple investment programs — Firm‑as‑Portfolio‑Manager, Advisor‑as‑Portfolio‑Manager, SMA Direct, UMA platforms, a private markets platform, and an OCIO program generally offered to clients with more than $5 million in investable assets. Advisors use an investor profiling process to document time horizon, risk tolerance, tax sensitivity and values, and the firm conducts investment and operational due diligence (including for private market funds) and offers values‑based strategies and Life Impact® Stewardship Planning.

Compared with many peers, EverSource acts both as an adviser to outside RIAs and as a manager of private pooled investments — it sponsored and manages EverSource Capital Access Fund I and operates a private markets platform that includes Brightlight impact investments (with a separate due diligence fee for those offerings). The firm also holds minority or subsidiary interests in technology and service providers (a virtual‑assistant subsidiary and an ownership stake in a digital wealth platform), maintains referral and revenue‑sharing arrangements with cash, trust, and broker/insurance partners, discloses and manages the attendant conflicts of interest, and does not charge performance‑based fees.

Based on Eversource Wealth Advisors, LLC

Expertise

ESG / Sustainable investing Private / alternative investments Real estate investing Business succession planning Charitable giving & philanthropy

Based on Eversource Wealth Advisors, LLC

Occupation focus

Founder/Business Owner Executive

Based on Eversource Wealth Advisors, LLC

Demographic focus

Values-based investing Christian Faith Based

Based on Eversource Wealth Advisors, LLC

Location

14500 N. Northsight Boulevard, Suite 313

Scottsdale AZ 85260

Advisors at this office

4

Advisors at this office

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 the Series 66 designation and previously worked at Equitable Advisors, Axa Advisors, and Nelson Financial. Since 2022, he has owned Kandr Collins, LLC, which sells group medical benefits and property and casualty insurance. EverSource Wealth Advisors serves a diverse client base including individuals, families, estates, trusts, charitable foundations, broker-dealers, and registered investment adviser firms. The firm offers wealth management, financial planning, investment advisory, and consulting services, utilizing multiple investment programs and a national network of advisor representatives.

ESG / Sustainable investing Private / alternative investments Real estate investing Business succession planning Charitable giving & philanthropy Founder/Business Owner Executive Values-based investing Christian Faith Based
user avatar

Daniel T

Series 63, Series 66

Scottsdale, AZ

Eversource Wealth Advisors, LLC

Daniel Twogood is a financial advisor with Eversource Wealth Advisors, LLC, holding Series 63 and Series 66 licenses and 32 years of industry experience. He has worked at multiple firms, including Equitable Advisors and AXA Advisors, and has operated Twogood Financial Services, Inc. since 2000. Outside of advising, he is involved as an independent insurance agent and holds membership in several LLCs related to his professional and personal activities. Eversource Wealth Advisors serves a diverse client base including individuals, families, estates, trusts, charitable foundations, broker-dealers, retirement plans, and other RIAs. The firm provides wealth management, financial planning, and investment advisory services through a national network of representatives using multiple investment programs and also manages private pooled investments and offers sub-advisory and turnkey asset management solutions.

ESG / Sustainable investing Private / alternative investments Real estate investing Business succession planning Charitable giving & philanthropy Founder/Business Owner Executive Values-based investing Christian Faith Based
user avatar

Grant T

CFP®, Series 66

Scottsdale, AZ

Eversource Wealth Advisors, LLC

Grant Twogood is a financial advisor with Eversource Wealth Advisors, LLC in Scottsdale, AZ, holding CFP® and Series 66 credentials with nine years of industry experience. His work history includes roles at Twogood Financial Services, Inc, Equitable Advisors, Axa Advisors, LLC, and Grand Canyon University. Eversource Wealth Advisors serves a diverse client base including individuals, families, estates, trusts, charitable foundations, broker-dealers, retirement plans, and other registered investment advisers. The firm offers wealth management, financial planning, investment advisory, and consulting services, delivering advice through multiple investment programs and maintaining a private markets platform alongside sub-advisory and turnkey asset management services.

ESG / Sustainable investing Private / alternative investments Real estate investing Business succession planning Charitable giving & philanthropy Founder/Business Owner Executive Values-based investing Christian Faith Based
user avatar

Jordan T

Series 65

Scottsdale, AZ

Eversource Wealth Advisors, LLC

Jordan Twogood is a Series 65 licensed financial advisor with 11 years of industry experience. He is currently affiliated with Eversource Wealth Advisors, LLC and has previously worked at Merwin Capital Management, LLC as well as various insurance companies. Jordan is also connected to Twogood Financial Services, Inc., which has a referral relationship with Eversource Wealth Advisors. Eversource Wealth Advisors serves a range of individual and institutional clients, offering wealth management, financial planning, and investment advisory services through multiple investment programs and a national network of representatives. The firm also manages private pooled investments and provides back-office support and sub-advisory services to independent RIAs.

ESG / Sustainable investing Private / alternative investments Real estate investing Business succession planning Charitable giving & philanthropy Founder/Business Owner Executive Values-based investing Christian Faith Based
View complete list of advisors at this office
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)