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.
Teams that joined Eversource Wealth Advisors, LLC
A team is two or more advisors whose registrations through one firm ended within fourteen days of each other, from branches in the same state, and who all registered next through the same other firm. The rule reads registration dates on IAPD and nothing else: no press, no name matching, no judgment about why. When the cluster carried half or more of the firm it left, or the destination filed a succession naming it, it is typed firm absorbed rather than lift-out. When the two CRDs are one enterprise (the same business name, as with the two Wells Fargo Advisors channels, the same 75%+ owner on both Schedule As around the move, or one name the other with a word added) it is a channel change, listed only when asked for and never counted as a team in or out. Corporate re-registrations (hundreds of people moved to a new CRD in one month) are excluded before teams are formed.
| Advisors | From | To | Branch | Type | Left |
|---|---|---|---|---|---|
| 2 | Alpha Principle, LLC independent RIA | Eversource Wealth Advisors, LLC independent RIA | Englewood, Co | RIA to RIA | Sep 25, 2025 |
| 2 | Brs Financial LLC independent RIA | Eversource Wealth Advisors, LLC independent RIA | Little Rock, Ar | RIA to RIA | Nov 25, 2024 |
| 4 | Commonwealth Financial Network national BD | Eversource Wealth Advisors, LLC independent RIA | Fairfax, Va | Affiliated broker-dealer or bank to independent RIA | Mar 8, 2024 over 3 d |
| 2 | Raymond James Financial Services Advisors, Inc BD affiliated | Eversource Wealth Advisors, LLC independent RIA | Green Valley, Az | Affiliated broker-dealer or bank to independent RIA | Sep 6, 2023 |
| 2 | Securian Financial Services, Inc. independent RIA | Eversource Wealth Advisors, LLC independent RIA | Jacksonville, Fl | RIA to RIA | Jun 6, 2023 over 1 d |
| 2 | Equitable Advisors, LLC national BD | Eversource Wealth Advisors, LLC independent RIA | Scottsdale, Az | Affiliated broker-dealer or bank to independent RIA | Oct 18, 2022 |
| 2 | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Eversource Wealth Advisors, LLC independent RIA | Birmingham, Al | Wirehouse to independent RIA | May 3, 2021 |