Eversource Wealth Advisors, LLC

EverSource Wealth Advisors serves individual and high-net-worth investors as well as institutional and advisory clients, providing wealth management, financial planning, portfolio management, private markets access, and retirement-plan services. The firm also contracts with other registered investment adviser firms for back-office support and sub-advisory/TAMP services and acts as a consultant for certain broker-dealer and insurance-sponsored client relationships.

The firm operates through a network of investment advisor representatives who deliver multiple investment programs—including firm-managed model portfolios, advisor-managed accounts, third‑party managed strategies, held‑away asset oversight, and private markets diligence and access. EverSource documents client objectives via investor profiles or investment policy statements, offers values-based portfolio options informed by a stated Judeo‑Christian framework, and uses third‑party platforms (including Betterment Advisor Solutions) for a small number of retirement-plan engagements.

EverSource is atypical among peers in several ways: it acts as manager of a pooled private real‑estate vehicle (EverSource Capital Access Fund I, closed to new investors in May 2022), provides services to other RIAs and to nonstandard institutional clients (including banks, insurance companies, state/municipal entities, and sovereign wealth clients), and discloses arrangements such as performance‑based fee strategies offered to qualified clients and the use of hypothetical performance comparisons (e.g., MSCI ACWI) in materials. The firm’s ownership and affiliations—including ties to an accounting firm and relationships with broker/dealer and insurance partners, as well as a referral relationship for an FDIC‑insured cash program and a wholly owned virtual‑assistant subsidiary—are disclosed and overseen as part of its conflict‑management and due‑diligence processes.