CRD: 286340
Eversource Wealth Advisors, LLC
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 01-01-2017
- Office Locations
- 39
Office Locations
About Eversource Wealth Advisors, LLC
EverSource Wealth Advisors is a fee-based, fiduciary planning and investment advisory firm serving individuals and families. The team focuses on organization and risk mitigation, integrated tax and retirement planning, and values-aligned investment policy and portfolio design with ongoing monitoring, rebalancing, and reporting. Differentiators include household account aggregation with a digital vault and a multidisciplinary bench (e.g., CFA, CFP, CPA) supporting its Total Support System service model.
Reported data analysis
What the numbers show
Between December 22, 2025 and April 13, 2026, reported AUM increased 28.9%, from $4.0B to $5.1B.
Across 5 reported observations, AUM increased 327.8% between November 18, 2022 and April 13, 2026, from $1.2B to $5.1B.
Of the latest reported AUM, 95.7% is discretionary and 4.3% is non-discretionary.
The firm reports 76 advisory representatives and 4,389 clients, or 57.8 clients per representative. That equates to $1.2M in reported AUM per client.
The profile lists 39 reported office locations and 9 years in operation. The source data was last updated on April 13, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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Owner & Executives
THOMAS MERLE PHILLIPS
Director of Investments
- CRD
- --
- Ownership
- 5% but less than 10%
ANDREW BENJAMIN FIRMAN
Manager
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 8 owners & executives
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Charles Harbin Andrew III
--
- CRD
- #6561437
MYRON HOLLON ASHBY
--
- CRD
- #3067772
Showing 2 of 81 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,874,885,824 | $360,942 |
| Non-Discretionary | $220,944,053 | $1,207,345 |
| Total | $5,095,829,877 | $372,257 |
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Separately Managed Accounts
SMA allocation detail is available
Eversource Wealth Advisors, LLC has reported separately managed account data across 8 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Eversource Wealth Advisors, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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