EVERSOURCE WEALTH ADVISORS, LLC
CRD #286340 SEC #801-119192 BIRMINGHAM, AL 205-982-5515
SEC Registered Private Funds
Total AUM
$4B
Discretionary
$3.9B
Employees
76
Clients
--
Accounts
12,633
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $4B | $3.9B | $66.5M | 76 | 59 |
| Aug 2025 | $4B | $3.9B | $66.5M | 76 | 59 |
| Jun 2025 | $4B | $3.9B | $66.5M | 76 | 59 |
| May 2025 | $4B | $3.9B | $66.5M | 76 | 59 |
| May 2025 | $4B | $3.9B | $66.5M | 76 | 59 |
| Apr 2025 | $4B | $3.9B | $66.5M | 76 | 59 |
| Mar 2025 | $4B | $3.9B | $66.5M | 76 | 59 |
| Feb 2025 | $2.7B | $2.6B | $69.2M | 59 | 46 |
| Dec 2024 | $2.7B | $2.6B | $69.2M | 59 | 46 |
| Oct 2024 | $2.7B | $2.6B | $69.2M | 59 | 46 |
| Oct 2024 | $2.7B | $2.6B | $69.2M | 59 | 46 |
| Oct 2024 | $2.7B | $2.6B | $69.2M | 59 | 46 |
| Sep 2024 | $2.7B | $2.6B | $69.2M | 59 | 46 |
| May 2024 | $2.7B | $2.6B | $69.2M | 59 | 46 |
| Apr 2024 | $2.7B | $2.6B | $69.2M | 59 | 46 |
| Apr 2024 | $2.7B | $2.6B | $69.2M | 59 | 46 |
| Mar 2024 | $2.7B | $2.6B | $69.2M | 59 | 46 |
| Feb 2024 | $1.8B | $1.7B | $60.2M | 40 | 23 |
| Jan 2024 | $1.8B | $1.7B | $60.2M | 40 | 23 |
| Jan 2024 | $1.8B | $1.7B | $60.2M | 40 | 23 |
| Oct 2023 | $1.8B | $1.7B | $60.2M | 40 | 23 |
| Sep 2023 | $1.8B | $1.7B | $60.2M | 40 | 23 |
| Aug 2023 | $1.8B | $1.7B | $60.2M | 40 | 23 |
| Jun 2023 | $1.8B | $1.7B | $60.2M | 40 | 23 |
| Apr 2023 | $1.8B | $1.7B | $60.2M | 40 | 23 |
| Mar 2023 | $1.8B | $1.7B | $60.2M | 40 | 23 |
| Mar 2023 | $1.8B | $1.7B | $60.2M | 40 | 23 |
| Mar 2023 | $1.2B | $1.2B | $37.1M | 30 | 64 |
| Nov 2022 | $1.2B | $1.2B | $37.1M | 30 | 64 |
| Oct 2022 | $1.2B | $1.2B | $37.1M | 30 | 64 |
| Sep 2022 | $1.2B | $1.2B | $37.1M | 30 | 64 |
| Aug 2022 | $1.2B | $1.2B | $37.1M | 30 | 64 |
| Jul 2022 | $1.2B | $1.2B | $37.1M | 30 | 64 |
| Jun 2022 | $1.2B | $1.2B | $37.1M | 30 | 64 |
| Mar 2022 | $1.2B | $1.2B | $37.1M | 30 | 64 |
| Mar 2022 | $1.2B | $1.2B | $37.1M | 30 | 64 |
| Oct 2021 | $667.6M | $664M | $3.6M | 21 | 0 |
| Sep 2021 | $355.1M | $355M | $103.3K | 21 | 0 |
| Aug 2021 | $355.1M | $355M | $103.3K | 21 | 0 |
| Jul 2021 | $31.4M | $31.4M | $0 | 17 | 0 |
| Jun 2021 | $31.4M | $31.4M | $0 | 17 | 0 |
| Apr 2021 | $31.4M | $31.4M | $0 | 17 | 0 |
| Apr 2021 | $31.4M | $31.4M | $0 | 17 | 0 |
| Mar 2021 | $31.4M | $31.4M | $0 | 17 | 0 |
| Mar 2021 | $21.3M | $21.3M | $0 | 9 | 0 |
| Dec 2020 | $21.3M | $21.3M | $0 | 9 | 0 |
| Aug 2020 | $21.3M | $21.3M | $0 | 9 | 0 |
| Jun 2020 | $21.3M | $21.3M | $0 | 9 | 0 |
DateDec 2025
Total AUM$4B
Discretionary$3.9B
Non-Disc.$66.5M
Employees76
Clients59
DateAug 2025
Total AUM$4B
Discretionary$3.9B
Non-Disc.$66.5M
Employees76
Clients59
DateJun 2025
Total AUM$4B
Discretionary$3.9B
Non-Disc.$66.5M
Employees76
Clients59
DateMay 2025
Total AUM$4B
Discretionary$3.9B
Non-Disc.$66.5M
Employees76
Clients59
DateMay 2025
Total AUM$4B
Discretionary$3.9B
Non-Disc.$66.5M
Employees76
Clients59
DateApr 2025
Total AUM$4B
Discretionary$3.9B
Non-Disc.$66.5M
Employees76
Clients59
DateMar 2025
Total AUM$4B
Discretionary$3.9B
Non-Disc.$66.5M
Employees76
Clients59
DateFeb 2025
Total AUM$2.7B
Discretionary$2.6B
Non-Disc.$69.2M
Employees59
Clients46
DateDec 2024
Total AUM$2.7B
Discretionary$2.6B
Non-Disc.$69.2M
Employees59
Clients46
DateOct 2024
Total AUM$2.7B
Discretionary$2.6B
Non-Disc.$69.2M
Employees59
Clients46
DateOct 2024
Total AUM$2.7B
Discretionary$2.6B
Non-Disc.$69.2M
Employees59
Clients46
DateOct 2024
Total AUM$2.7B
Discretionary$2.6B
Non-Disc.$69.2M
Employees59
Clients46
DateSep 2024
Total AUM$2.7B
Discretionary$2.6B
Non-Disc.$69.2M
Employees59
Clients46
DateMay 2024
Total AUM$2.7B
Discretionary$2.6B
Non-Disc.$69.2M
Employees59
Clients46
DateApr 2024
Total AUM$2.7B
Discretionary$2.6B
Non-Disc.$69.2M
Employees59
Clients46
DateApr 2024
Total AUM$2.7B
Discretionary$2.6B
Non-Disc.$69.2M
Employees59
Clients46
DateMar 2024
Total AUM$2.7B
Discretionary$2.6B
Non-Disc.$69.2M
Employees59
Clients46
DateFeb 2024
Total AUM$1.8B
Discretionary$1.7B
Non-Disc.$60.2M
Employees40
Clients23
DateJan 2024
Total AUM$1.8B
Discretionary$1.7B
Non-Disc.$60.2M
Employees40
Clients23
DateJan 2024
Total AUM$1.8B
Discretionary$1.7B
Non-Disc.$60.2M
Employees40
Clients23
DateOct 2023
Total AUM$1.8B
Discretionary$1.7B
Non-Disc.$60.2M
Employees40
Clients23
DateSep 2023
Total AUM$1.8B
Discretionary$1.7B
Non-Disc.$60.2M
Employees40
Clients23
DateAug 2023
Total AUM$1.8B
Discretionary$1.7B
Non-Disc.$60.2M
Employees40
Clients23
DateJun 2023
Total AUM$1.8B
Discretionary$1.7B
Non-Disc.$60.2M
Employees40
Clients23
DateApr 2023
Total AUM$1.8B
Discretionary$1.7B
Non-Disc.$60.2M
Employees40
Clients23
DateMar 2023
Total AUM$1.8B
Discretionary$1.7B
Non-Disc.$60.2M
Employees40
Clients23
DateMar 2023
Total AUM$1.8B
Discretionary$1.7B
Non-Disc.$60.2M
Employees40
Clients23
DateMar 2023
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$37.1M
Employees30
Clients64
DateNov 2022
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$37.1M
Employees30
Clients64
DateOct 2022
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$37.1M
Employees30
Clients64
DateSep 2022
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$37.1M
Employees30
Clients64
DateAug 2022
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$37.1M
Employees30
Clients64
DateJul 2022
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$37.1M
Employees30
Clients64
DateJun 2022
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$37.1M
Employees30
Clients64
DateMar 2022
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$37.1M
Employees30
Clients64
DateMar 2022
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$37.1M
Employees30
Clients64
DateOct 2021
Total AUM$667.6M
Discretionary$664M
Non-Disc.$3.6M
Employees21
Clients0
DateSep 2021
Total AUM$355.1M
Discretionary$355M
Non-Disc.$103.3K
Employees21
Clients0
DateAug 2021
Total AUM$355.1M
Discretionary$355M
Non-Disc.$103.3K
Employees21
Clients0
DateJul 2021
Total AUM$31.4M
Discretionary$31.4M
Non-Disc.$0
Employees17
Clients0
DateJun 2021
Total AUM$31.4M
Discretionary$31.4M
Non-Disc.$0
Employees17
Clients0
DateApr 2021
Total AUM$31.4M
Discretionary$31.4M
Non-Disc.$0
Employees17
Clients0
DateApr 2021
Total AUM$31.4M
Discretionary$31.4M
Non-Disc.$0
Employees17
Clients0
DateMar 2021
Total AUM$31.4M
Discretionary$31.4M
Non-Disc.$0
Employees17
Clients0
DateMar 2021
Total AUM$21.3M
Discretionary$21.3M
Non-Disc.$0
Employees9
Clients0
DateDec 2020
Total AUM$21.3M
Discretionary$21.3M
Non-Disc.$0
Employees9
Clients0
DateAug 2020
Total AUM$21.3M
Discretionary$21.3M
Non-Disc.$0
Employees9
Clients0
DateJun 2020
Total AUM$21.3M
Discretionary$21.3M
Non-Disc.$0
Employees9
Clients0