Tucson, AZ Office

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.