DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Eversource Wealth Advisors, LLC
Latest filing Aug 10, 2026
First filing on the tape Jun 30, 2020 · 49 filings
SEC status approved since Jul 29, 2020
RAUM
$5.1B
reported, Item 5.F
Discretionary
96%
of RAUM
Private clients
75%
$3.8B individuals and HNW
Advisors
75
registered through the firm on IAPD
RAUM per advisor
$67.9M
derived; firm RAUM over IAPD count
Employees
76
76 advisory (5.B.1)
Offices
27
beyond the principal office
Private funds
1
reported on Schedule D
History
49 filings and snapshots on the tape
RAUM$5.1B as of Aug 10, 2026
Mar 30, 2021$31.4M then
HNW client RAUM$3.0B as of Aug 10, 2026
Mar 30, 2021$6.0M then
State-registered IARs (5.B.3)74 as of Aug 10, 2026
Mar 30, 20219 then
Employees (5.A)76 as of Aug 10, 2026
Mar 30, 202117 then
Private funds1 as of Aug 10, 2026
Mar 13, 20231 then
RAUM +29% over the last fiscal year+41% a year over threeIARs 40 to 74offices 25 to 27
Practice profile
derived from the filing of Aug 10, 2026; every figure names its basis
Archetypes, each a printed rule
- HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
- Multi-office growth platform · an independent wealth manager (not a wirehouse, national broker-dealer RIA or broker-dealer affiliated firm) with at least five offices, at least 50 advisors, and RAUM up at least 20 percent over the last annual amendment
- Planning-led practice · financial planning activity (5.G.1), at least 100 financial planning clients (5.H), and hourly, fixed or subscription compensation (5.E)
- RIA with private funds · a wealth manager (private-client share at least 50 percent) that reports at least one private fund on Schedule D 7.B.(1)
- RAUM per advisor
- $67.9MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 43derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $1.9MderivedHNW RAUM over HNW clients
- Average account
- $372,257derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 96%derivedof RAUM
- Institutional
- 3.1%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.0derivedItem 5.A over advisors
- Advisors per office
- 2.7derived28 offices incl. principal (1.F.5)
- RAUM growth, one year
- +29%derivedbetween the last two annual amendments
- Advisor growth, one year
- +85%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +13%derived
- Compensation
- percentage of assets, hourly, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, portfolio management for businesses and institutions, selection of other advisers, publications, educational seminarsreportedItem 5.G
- Financial planning clients
- 1,500reportedItem 5.H
- Wrap fee program
- $44.9MreportedItem 5.I
- Custody
- $929M, 1,607 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- marketing includes testimonials (5.L.1.c)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$3.0B74%
- Individuals$852M21%
- Charitable organizations$87.3M2.2%
- Pension and profit-sharing plans$69.2M1.7%
- Corporations and businesses$19.0M0.5%
- Individual clients
- 1,715reported
- HNW clients
- 1,540reported
- Pension plan clients
- 26reported
- Charitable clients
- 12reported
- Accounts
- 13,689reported
- Financial planning clients
- 1,500reported
- Wrap fee programs
- $0 sponsored, $0 managedreported
- Custody of client assets
- $929M for 1,607 clientsreported
- Compensation
- % of AUM, fixed, hourlyreported
- Class basis
- private_client_share=0.75 fund_share=0.0 institutional_share=0.03 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
74 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| John Robert BurchCertified Financial Planner | Homewood, Al | Apr 1, 2019 | 19 y | 5 |
| Caleb Michael BagwellCertified Financial Planner | Homewood, Al | Nov 13, 2019 | 15 y | 1 |
| Joseph Max Campbell | Birmingham, Al | Nov 13, 2019 | 19 y | 0 |
| Lewis Franklin Jones | Birmingham, Al | Nov 13, 2019 | 25 y | 0 |
| Daniel Tedford PhillipsCertified Financial Planner, Chartered Financial Analyst | Birmingham, Al | Oct 1, 2020 | 10 y | 2 |
| Jonathan M Tue | Knoxville, Tn | Mar 23, 2021 | 19 y | 3 |
| James MillerCertified Financial Planner | Birmingham, Al | Apr 30, 2021 | 13 y | 1 |
| Stephen W Miller | Birmingham, Al | Apr 30, 2021 | 17 y | 1 |
| Jack Parker Morris | Birmingham, Al | Apr 30, 2021 | 13 y | 1 |
| John Franklin Ashcraft | Birmingham, Al | May 14, 2021 | 10 y | 0 |
| Rachel Lynn McdonoughCertified Financial Planner | Birmingham, Al | Aug 6, 2021 | 23 y | 3 |
| James Kellett DarlingtonCertified Financial Planner | Knoxville, Tn | Sep 10, 2021 | 32 y | 2 |
| Micky Chamberlain ReevesCertified Financial Planner | Mckinney, Tx | Oct 15, 2021 | 27 y | 3 |
| Abigail Marie CasadyCertified Financial Planner | Mckinney, Tx | Nov 22, 2021 | 10 y | 1 |
| Timothy Lane LewisCertified Financial Planner | Reno, Nv | Apr 13, 2022 | 11 y | 2 |
| Endel Nicholas Liias | Arlington, Va | Sep 15, 2022 | 10 y | 0 |
| Jordan K Twogood | Scottsdale, Az | Oct 20, 2022 | 13 y | 1 |
| Grant Robert TwogoodCertified Financial Planner | Scottsdale, Az | Oct 20, 2022 | 13 y | 1 |
| Daniel Jay Twogood | Scottsdale, Az | Oct 20, 2022 | 32 y | 2 |
| Timothy Malcolm Macready | Highlands Ranch, Co | Nov 11, 2022 | 20 y | 0 |
| Paul Thomas Rutkowski | Scottsdale, Az | Nov 16, 2022 | 37 y | 3 |
| Osni Ferreira FilhoCertified Financial Planner | Birmingham, Al | Nov 18, 2022 | 10 y | 1 |
| Robert Clarkson Collins | Scottsdale, Az | Jan 9, 2023 | 17 y | 1 |
| Eric John ReinholdCertified Financial Planner | Mount Dora, Fl | Mar 29, 2023 | 32 y | 3 |
| Kevin Thomas GradyCertified Financial Planner | Spokane, Wa | Apr 18, 2023 | 24 y | 3 |
| James Allen Vandenheuvel | Jacksonville, Fl | Jun 14, 2023 | 11 y | 1 |
| William Frederic Stevens | Green Valley, Az | Sep 1, 2023 | 32 y | 2 |
| Deborah Marie Stouffer | Green Valley, Az | Sep 1, 2023 | 20 y | 1 |
| W Ben Fox | Fort Worth, Tx | Oct 16, 2023 | 19 y | 1 |
| David S Sandhu | Fort Worth, Tx | Dec 7, 2023 | 11 y | 1 |
| Chase Ivan Boardman | Birmingham, Al | Jan 3, 2024 | 15 y | 1 |
| Tyler Snyder | Spokane Valley, Wa | Mar 21, 2024 | 17 y | 0 |
| Brandi Lyn LobatoCertified Financial Planner | Boca Raton, Fl | Mar 28, 2024 | 10 y | 3 |
| Ezekiel Joaquin Ortiz-Clark | Knoxville, Tn | Apr 4, 2024 | 12 y | 0 |
| Samantha Marie Compton | Lee'S Summit, Mo | May 3, 2024 | 14 y | 2 |
| Andrew Russell VarnedoeCertified Financial Planner | Columbia, Tn | Jul 9, 2024 | 10 y | 1 |
| David Bernard Curran | Birmingham, Al | Jul 10, 2024 | 14 y | 0 |
| Joseph SchmidtCertified Financial Planner | Green Valley, Az | Aug 19, 2024 | 15 y | 2 |
| Ryan Nelson | New York, Ny | Aug 20, 2024 | 13 y | 1 |
| Anthony Scott Doble | Surprise, Az | Aug 23, 2024 | 12 y | 1 |
Advisor movement
1 left, 8 joined in 12 months
net +7 in 12 months0 left in 90 days3 joined in 90 daysdeparture rate 1.3% of current headcount6 left over 36 months
Left, latest
- Eric Thomas Koeplin to Innovest Portfolio Solutions LLCApr 1, 2026 · Other
- Madelyn G Hogeland to Ameriprise Financial Services, LLCAug 20, 2025 · RIA to affiliated broker-dealer or bank
- David William Young to Clarion Wealth Management PartnersMar 31, 2025 · RIA to a newly registered adviser
- Christian Robert Polito to Clarion Wealth Management PartnersMar 31, 2025 · RIA to a newly registered adviser
- Kelly Leann Conner Haslbeck to Clarion Wealth Management PartnersMar 31, 2025 · RIA to a newly registered adviser
- Nicholas Hart to Clarion Wealth Management PartnersMar 31, 2025 · RIA to a newly registered adviser
Joined, latest
- Jeremy Scott Weaver from Planfirst IncSep 4, 2026 · RIA to RIA
- William Dee Houser from Aligned Advisors, LLCJul 14, 2026 · Other
- Erin D Emnett from Rogan & AssociatesJun 23, 2026 · RIA to RIA
- Roger Conant Moulton from LPL Financial LLCFeb 24, 2026 · Affiliated broker-dealer or bank to independent RIA
- Joseph Allen Simpson from Barnes Pettey Financial Advisors, LLCJan 23, 2026 · RIA to RIA
- Robert Scott Stamm from Strategic Income Group LLCDec 16, 2025 · RIA to RIA
- Easton R Upchurch from Merrill Lynch, Pierce, Fenner & Smith IncorporatedDec 1, 2025 · Wirehouse to independent RIA
- Keaton Burke from Oliver Lagore Vanvalin Investment Group, Inc.Nov 13, 2025 · RIA to RIA
- Carlos Jacob Poblano from Mai Capital Management, LLCSep 12, 2025 · RIA to RIA
- Bryan John Erickson from Harvest Investment Services, LLCAug 25, 2025 · RIA to RIA
- Myron Hollon Ashby from Ashby Financial ServicesAug 25, 2025 · Other
- Glenn Edward Frank from Frank Advising LLCAug 25, 2025 · Other
- Daniel Joseph Flanagan from Canby Financial AdvisorsAug 25, 2025 · Other
- Cody Willer Hobelmann from Turning Point FinancialMay 16, 2025 · RIA to RIA
- Eric Thomas Koeplin from Alpha Principle, LLCMay 5, 2025 · RIA to RIA
Teams: two or more advisors moving together within fourteen days, from one state
- 4 left for Clarion Wealth Management PartnersMar 31, 2025 · Fairfax, Va
- 2 joined from Alpha Principle, LLCSep 25, 2025 · Englewood, Co
- 2 joined from Brs Financial LLCNov 25, 2024 · Little Rock, Ar
- 4 joined from Commonwealth Financial NetworkMar 8, 2024 · Fairfax, Va
- 2 joined from Raymond James Financial Services Advisors, IncSep 6, 2023 · Green Valley, Az
- 2 joined from Securian Financial Services, Inc.Jun 6, 2023 · Jacksonville, Fl
- 2 joined from Equitable Advisors, LLCOct 18, 2022 · Scottsdale, Az
- 2 joined from Merrill Lynch, Pierce, Fenner & Smith IncorporatedMay 3, 2021 · Birmingham, Al
Private funds
1 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| Eversource Capital Access Fund I, LLC | Real Estate Fund | $9.4M | 64 | Jun 2, 2022 |
Owners and control persons
Schedule A and B, latest filing
- Benjamin Andrew Firman · Managercontrolsince 03/2025 · owns less than 5%
- Fields Rhonda Hitchcock · Chief Operating Officercontrolsince 10/2019 · owns less than 5%
- Wayne Donald Murphy · Managercontrolsince 01/2017 · owns less than 5%
- Miller Lukas Roush · Managercontrolsince 12/2020 · owns less than 5%
- Paul John Shank · Managercontrolsince 04/2021 · owns less than 5%
- Gerald Glenn Waddell · General Counsel & Chief Compliance Officercontrolsince 09/2017 · owns less than 5%
- Victor Charles Welden · Managercontrolsince 10/2017 · owns less than 5%
- Alan Mark Wesson · Chief Executive Officer & Managercontrolsince 01/2017 · owns less than 5%
- Wayne Donald Murphy · Managercontrolsince 04/2016 · owns F of Bmss Eversource, LLC
- Victor Charles Welden · Managercontrolsince 06/2017 · owns F of Wf Es, LLC
- Alan Mark Wesson · Managercontrolsince 04/2016 · owns 75% or more of Fhg Ventures - Eversource, LLC
- Merle Thomas Phillips · Membersince 08/2017 · owns 5% to 10%
Entity owners
- Bmss Eversource, LLC · Memberdirect · owns 10% to 25%
- Fhg Ventures - Eversource, LLC · Memberdirect · owns 10% to 25%
- Love Thy Neighbor Too · Memberdirect · owns 10% to 25%
- Wf Es, LLC · Memberdirect · owns 5% to 10%
Related persons
Schedule D 7.A
- Bmss Wesson Wealth Solutionsinvestment advisernRAUM $704M
- Bmss, LLCinsurancen
Advisers that list Eversource Wealth Advisors, LLC as a related person
- 282792 n
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Birmingham, Al · principal | 46 | 15 | 0 | ||
| Scottsdale, Az | 6 | 1 | 0 | ||
| Knoxville, Tn | 5 | 2 | 0 | ||
| Mckinney, Tx | 4 | 1 | 0 | ||
| Jacksonville, Fl | 4 | 0 | 0 | ||
| Burlington, Ma | 3 | 1 | 0 | ||
| Green Valley, Az | 3 | 0 | 0 | ||
| Mount Dora, Fl | 2 | 1 | 0 | ||
| Orlando, Fl | 2 | 1 | 0 | ||
| Tucson, Az | 2 | 0 | 0 | ||
| Chandler, Az | 2 | 2 | 0 | ||
| Dallas, Tx | 2 | 2 | 0 | ||
| Eustis, Fl | 2 | 1 | 0 | ||
| Fort Worth, Tx | 2 | 0 | 0 | ||
| Homewood, Al | 2 | 0 | 0 | ||
| Little Rock, Ar | 2 | 0 | 0 | ||
| Fairfax, Va | 0 | 0 | 0 | ||
| Englewood, Co | 0 | 0 | 1 |
Offices
Schedule D 1.F, the 25 largest
- Fairfax, VA5 employees
- Scottsdale, AZ4 employees
- Knoxville, TN3 employees
- Vestavia Hills, AL2 employees
- Birmingham, AL2 employees
- Green Valley, AZ2 employees
- Hudson, WI2 employees
- Mckinney, TX2 employees
- Little Rock, AR2 employees
- Jacksonville, FL2 employees
- Jacksonville, FL2 employees
- , 1 employees
- Jackson, MS1 employees
- Kansas City, MO1 employees
- Lee'S Summit, MO1 employees
- Rockwall, TX1 employees
- Scottsdale, AZ1 employees
- Spokane, WA1 employees
ADV anomalies
3 against comparable advisers; where to look, not conclusions
- control person changedChange between filings · filing Aug 10, 2026FIRMAN, ANDREW, BENJAMIN (MANAGER) appeared on Schedule A between the filings of 2021-08-18 and 2026-08-10peers: independent wealth managers, $5B to $20B (289)
- control person changedChange between filings · filing Aug 10, 2026Roush, Lukas, Miller (MANAGER) left Schedule A between the filings of 2021-08-18 and 2026-08-10peers: independent wealth managers, $5B to $20B (289)
- advisor count surgeChange between filings · filing Apr 13, 2026advisory representatives (Item 5.B.3) moved from 40.0 to 74.0 (+85.0%) between the annual amendments of 2025-04-01 and 2026-04-13; the peer median change was +6.0% (220 comparable advisers, 96.0th percentile of changes)peers: independent wealth managers, $5B to $20B (220) · 96% percentile
What changed
consecutive filings, newest first
- Accounts · 12,633 to 13,689Dec 22, 2025 to Mar 18, 2026
- Advisory employees · 40 to 76Dec 22, 2025 to Mar 18, 2026
- Charity clients · 9 to 12Dec 22, 2025 to Mar 18, 2026
- Corporate clients · 13 to 15Dec 22, 2025 to Mar 18, 2026
- HNW clients · 1,471 to 1,540Dec 22, 2025 to Mar 18, 2026
- Individual clients · 1,418 to 1,715Dec 22, 2025 to Mar 18, 2026
- Pension plan clients · 28 to 26Dec 22, 2025 to Mar 18, 2026
- Assets in custody · $256M to $929MDec 22, 2025 to Mar 18, 2026
- State-registered IARs · 40 to 74Dec 22, 2025 to Mar 18, 2026
- Discretionary RAUM · $3.9B to $4.9BDec 22, 2025 to Mar 18, 2026
- HNW RAUM · $2.2B to $3.0BDec 22, 2025 to Mar 18, 2026
- Individual RAUM · $615M to $852MDec 22, 2025 to Mar 18, 2026
- Non-discretionary RAUM · $66.5M to $221MDec 22, 2025 to Mar 18, 2026
- Pension RAUM · $65.8M to $69.2MDec 22, 2025 to Mar 18, 2026
- RAUM · $4.0B to $5.1BDec 22, 2025 to Mar 18, 2026
- Financial planning clients · More than 500 to More than 500May 29, 2025 to Jun 5, 2025
- Other offices · 25 to 27Apr 1, 2025 to May 29, 2025
- Accounts · 8,119 to 12,633Feb 18, 2025 to Apr 1, 2025
- Charity clients · 4 to 9Feb 18, 2025 to Apr 1, 2025
- Corporate clients · 2 to 13Feb 18, 2025 to Apr 1, 2025
- HNW clients · 1,288 to 1,471Feb 18, 2025 to Apr 1, 2025
- Individual clients · 563 to 1,418Feb 18, 2025 to Apr 1, 2025
- Pension plan clients · 23 to 28Feb 18, 2025 to Apr 1, 2025
- Pooled vehicle clients · unset to 0.0Feb 18, 2025 to Apr 1, 2025
- Assets in custody · $66.6M to $256MFeb 18, 2025 to Apr 1, 2025
- Employees · 59 to 76Feb 18, 2025 to Apr 1, 2025
- Other offices · 27 to 25Feb 18, 2025 to Apr 1, 2025
- Discretionary RAUM · $2.6B to $3.9BFeb 18, 2025 to Apr 1, 2025
- HNW RAUM · $1.6B to $2.2BFeb 18, 2025 to Apr 1, 2025
- Individual RAUM · $194M to $615MFeb 18, 2025 to Apr 1, 2025
- Non-discretionary RAUM · $69.2M to $66.5MFeb 18, 2025 to Apr 1, 2025
- Pension RAUM · $51.4M to $65.8MFeb 18, 2025 to Apr 1, 2025
- RAUM · $2.7B to $4.0BFeb 18, 2025 to Apr 1, 2025
- Other offices · 25 to 27Dec 5, 2024 to Feb 18, 2025
- Other offices · 23 to 25Oct 29, 2024 to Dec 5, 2024
- Other offices · 22 to 23Oct 1, 2024 to Oct 7, 2024
- Other offices · 21 to 22May 1, 2024 to Sep 6, 2024
- Other offices · 20 to 21Apr 5, 2024 to May 1, 2024
- Other offices · 19 to 20Apr 1, 2024 to Apr 5, 2024
- Other offices · 18 to 19Mar 8, 2024 to Apr 1, 2024
Signals
25 dated events
- Eric Thomas Koeplin left Eversource Wealth Advisors, Llc for Innovest Portfolio Solutions Llc (registered 2026-06-16)Apr 1, 2026 · Advisor changed firm · fact
- Eversource Wealth Advisors, Llc reported 74 state-registered advisory representatives, up from 40 (2025-12-22 to 2026-03-18)Mar 18, 2026 · Advisor headcount change · derived
- Eversource Wealth Advisors, Llc reported RAUM $5.1B, up 29% from $4.0B (2025-12-22 to 2026-03-18)Mar 18, 2026 · RAUM change · derived
- 2 advisors left Alpha Principle, LLC (Englewood, CO) for Eversource Wealth Advisors, LLC on the same daySep 25, 2025 · Team lift-out · derived
- Madelyn G Hogeland left Eversource Wealth Advisors, Llc for Ameriprise Financial Services, Llc (registered 2026-02-26)Aug 20, 2025 · Advisor changed firm · fact
- Eversource Wealth Advisors, Llc reported RAUM $4.0B, up 47% from $2.7B (2025-02-18 to 2025-04-01)Apr 1, 2025 · RAUM change · derived
- Kelly Leann Conner Haslbeck left Eversource Wealth Advisors, Llc for Clarion Wealth Management Partners (registered 2025-03-31)Mar 31, 2025 · Advisor changed firm · fact
- Christian Robert Polito left Eversource Wealth Advisors, Llc for Clarion Wealth Management Partners (registered 2025-03-31)Mar 31, 2025 · Advisor changed firm · fact
- Nicholas Hart left Eversource Wealth Advisors, Llc for Clarion Wealth Management Partners (registered 2025-03-31)Mar 31, 2025 · Advisor changed firm · fact
- David William Young left Eversource Wealth Advisors, Llc for Clarion Wealth Management Partners (registered 2025-03-31)Mar 31, 2025 · Advisor changed firm · fact
- 4 advisors left Eversource Wealth Advisors, LLC (Fairfax, VA) for Clarion Wealth Management Partners on the same dayMar 31, 2025 · Team lift-out · derived
- 2 advisors left Brs Financial LLC (Little Rock, AR) for Eversource Wealth Advisors, LLC on the same dayNov 25, 2024 · Team lift-out · derived
- Eversource Wealth Advisors, Llc reported 40 state-registered advisory representatives, up from 26 (2024-02-06 to 2024-03-08)Mar 8, 2024 · Advisor headcount change · derived
- Eversource Wealth Advisors, Llc reported RAUM $2.7B, up 49% from $1.8B (2024-02-06 to 2024-03-08)Mar 8, 2024 · RAUM change · derived
- 4 advisors left Commonwealth Financial Network (Fairfax, VA) for Eversource Wealth Advisors, LLC within 3 daysMar 8, 2024 · Team lift-out · derived
- 2 advisors left Raymond James Financial Services Advisors, Inc (Green Valley, AZ) for Eversource Wealth Advisors, LLC on the same daySep 6, 2023 · Team lift-out · derived
- 2 advisors left Securian Financial Services, Inc. (Jacksonville, FL) for Eversource Wealth Advisors, LLC a day apartJun 6, 2023 · Team lift-out · derived
- Eversource Wealth Advisors, Llc reported 26 state-registered advisory representatives, up from 16 (2023-03-03 to 2023-03-13)Mar 13, 2023 · Advisor headcount change · derived
- Eversource Wealth Advisors, Llc reported RAUM $1.8B, up 52% from $1.2B (2023-03-03 to 2023-03-13)Mar 13, 2023 · RAUM change · derived
- 2 advisors left Equitable Advisors, LLC (Scottsdale, AZ) for Eversource Wealth Advisors, LLC on the same dayOct 18, 2022 · Team lift-out · derived
- Eversource Wealth Advisors, Llc reported RAUM $1.2B, up 78% from $667.6M (2021-10-04 to 2022-03-23)Mar 23, 2022 · RAUM change · derived
- Eversource Wealth Advisors, Llc reported RAUM $667.6M, up 88% from $355.1M (2021-09-03 to 2021-10-04)Oct 4, 2021 · RAUM change · derived
- Paul John Shank (Manager) appeared on Schedule A of Eversource Wealth Advisors, LlcAug 18, 2021 · Control person joined · fact
- Miller Lukas Roush (Manager) appeared on Schedule A of Eversource Wealth Advisors, LlcMar 30, 2021 · Control person joined · fact
- Eversource Wealth Advisors, Llc filed its initial SEC registration (Form ADV)Jun 30, 2020 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- Eversource Wealth Advisors, LLC · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Business phone
- 205-982-5515reportedpublished by the firm, firm site, Sep 15, 2026
- Firm profile
- linkedin.com/company/eversource-wealth-advisorsreportedpublic record, Form ADV, Sep 17, 2026
- Website
- eversourcewealthadvisors.comreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 205-982-5515reportedpublic record, Form ADV, Aug 10, 2026
- Team page
- eversourcewealthadvisors.com/teamreportedpublished by the firm, firm site, Sep 15, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $67.9Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026
Across the graphs
Eversource Wealth Advisors, LLC is the same institution as 1 record in Real Estate Funds.
Real Estate Funds1
Which record it is in each graph, what it is called there, and what the two were joined on. The Data Factory holds all nine graphs and the identity layer between them.
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