# EverSource Wealth Advisors

EverSource Wealth Advisors is a Bank / Wealth / Trust based in Birmingham, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Birmingham, United States
- **Region:** North America
- **Address:** Birmingham, AL, United States
- **Founded:** 2020
- **Assets under management:** Undisclosed
- **Website:** eversourcewealthadvisors.com

## Regulatory record

- **CRD number:** 286340
- **SEC file number:** 801-119192
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-04-13T05:00:00.000Z
- **Reports private funds:** Yes
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/286340

## About

EverSource Wealth Advisors is a Birmingham-based registered investment advisor that provides investment advisory services, financial planning, portfolio management, and retirement plan services. The firm advises individuals, families, and institutions, operating as a locally focused wealth manager outside the major national wirehouse structures. Its founding principals and exact year of establishment are not publicly disclosed. The firm's strategy centers on comprehensive wealth management — combining financial planning, portfolio construction, and retirement plan advisory work for a client base concentrated in the southeastern United States. Without public disclosure of specific holdings, co-investments, or fund structures, the deployment model appears to follow the standard RIA framework of customized portfolio allocation rather than proprietary fund-of-funds or direct investment programs. The firm maintains a single office in Birmingham, Alabama. No publicly available data confirms total assets under management, number of professionals, or specific named principals. The absence of a LinkedIn presence and limited public disclosure is consistent with many private wealth management firms that grow through local referral networks rather than institutional marketing. EverSource's structural differentiator lies in its independence. As a registered investment advisor rather than a bank trust department or wirehouse affiliate, the firm operates under a fiduciary standard that legally obligates it to place client interests first. For families and institutions in Alabama and the broader Southeast seeking an advisor unconflicted by proprietary product sales, this regulatory posture matters.

## Questions

### Is EverSource Wealth Advisors a fiduciary?

As a registered investment advisor, EverSource Wealth Advisors is legally bound by a fiduciary duty to place client interests ahead of its own. This distinguishes RIAs from broker-dealers, who operate under a suitability standard. The fiduciary obligation applies across all advisory relationships — financial planning, portfolio management, and retirement plan services.

### How does EverSource differ from a bank trust department or wirehouse?

Unlike a bank trust department or national wirehouse, EverSource is an independent RIA without proprietary products to sell. This structural independence means the firm selects investments from the open market and is not incentivized by product commissions or internal fund mandates. For clients, this can reduce conflicts of interest around investment selection and platform fees.

## Related profiles

- [Eversource Energy (PBOP)](https://altss.com/profile/eversource-energy-pbop)
- [Everspire](https://altss.com/profile/everspire)

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Last updated: 2026-08-11T02:43:31.692Z

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