A complete list of active advisors currently associated with Eversource Wealth Advisors, LLC

Warmer can help you find a great advisor at Eversource Wealth Advisors, LLC or one who fits your needs even better.

EverSource Wealth Advisors serves a mix of individual clients (including high‑net‑worth individuals), families, estates and trusts, charitable foundations, retirement plans and institutional relationships, as well as broker‑dealers, IARs and other registered investment adviser firms. The firm provides wealth management, portfolio management, financial planning, consulting, retirement‑plan services, and back‑office/TAMP and sub‑advisory support to independent RIAs and advisor teams. The firm operates multiple investment programs — including EverSource Firm as Portfolio Manager, Advisor as Portfolio Manager, Managed Accounts, Private Markets, Held‑Away Assets, and an Outsourced Chief Investment Officer (OCIO) offering for $5 million+ relationships — and documents client objectives through investor profile forms and investment policy statements. Investment implementation combines firm model portfolios and approved third‑party strategist models, values‑based portfolios (including strategies developed by its Brightlight team), manager due diligence for private markets, and advisor customization of allocations and restrictions to reflect client needs and values. Distinctive aspects of EverSource include its structured support for other advisory firms (TAMP, turnkey and back‑office services, and sub‑advisory arrangements) and its role as manager of a pooled private real‑estate fund and sponsor of private market access for eligible clients. The brochure also discloses minority ownership in the Harvest App digital wealth platform, ownership of a virtual‑assistant subsidiary (CID), and referral and platform relationships (for example with Flourish Cash, MSI, DPL and Halo), indicating the firm operates a range of platform and institutional service businesses alongside its retail advisory practice.

To learn more about the advisors currently working at Eversource Wealth Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.