CRD: 286340
Eversource Wealth Advisors, LLC
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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- 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.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
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
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Other | Available | Available |
| Cash | Available | Available |
| Equity - OTC | Available | Available |
| Municipal Bonds | Available | Available |
| Private Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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