Wealth Manager
    SEC Registered
    Manages Private Funds

    Eversource Wealth Advisors, LLC

    Registered investment advisor · Birmingham, Alabama · CRD #286340

    Assets Under Management
    $5.1B
    Client Accounts
    13,689
    Employees
    76
    CRD Number
    286340
    Registration
    SEC Registered
    Custodian
    Charles Schwab & Co., Inc., Fidelity Brokerage Services Llc

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Eversource Wealth Advisors, LLC

    Insight Wealth is an EverSource Wealth Advisors team. Services offered through EverSource Wealth Advisors, LLC, a Registered Investment Advisor.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Yes
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Eversource Wealth Advisors, LLC

    Wealthmetrica subscribers see the full picture: verified contacts and emails, quarterly 13F holdings and position changes, private funds, and ADV brochure analysis.

    Frequently Asked Questions

    What is Eversource Wealth Advisors, LLC's AUM?

    Eversource Wealth Advisors, LLC reports approximately $5.1B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Eversource Wealth Advisors, LLC headquartered?

    Eversource Wealth Advisors, LLC is headquartered in Birmingham, Alabama.

    What is Eversource Wealth Advisors, LLC's CRD number?

    Eversource Wealth Advisors, LLC's CRD number is 286340. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Eversource Wealth Advisors, LLC manage?

    Eversource Wealth Advisors, LLC manages approximately 13,689 client accounts according to its latest SEC filing.

    Is Eversource Wealth Advisors, LLC SEC registered?

    Yes, Eversource Wealth Advisors, LLC is registered with the SEC as an investment adviser with an approved registration status.

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