Data / Investment advisers / Alabama / Eversource Wealth Advisors, LLC
Eversource Wealth Advisors, LLC, Birmingham, AL: $5.1 billion AUM, SEC registered investment adviser
Eversource Wealth Advisors, LLC is an SEC registered investment adviser with its main office in Birmingham, Alabama and reports $5.1 billion in regulatory assets under management in its Form ADV filed September 25, 2026. Its clients include high net worth individuals, individuals and charitable organizations. It is paid through a percentage of assets under management, hourly charges and fixed fees. It advises 1 private fund.
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- Registration
- SEC registered investment adviser
- CRD number
- 286340
- SEC file number
- 801-119192
- SEC status
- Approved, effective July 29, 2020
- Main office
- 3500 Colonnade Parkway Suite 150, Birmingham, AL 35243
- Phone
- (205) 982-5515
- Website
- reinholdfinancial.com
- Regulatory AUM
- $5,095,829,877 in the Form ADV filed September 25, 2026
- Discretionary AUM
- $4,874,885,824
- Non discretionary AUM
- $220,944,053
- Accounts
- 13,689
- Employees
- 76, of which 76 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Private funds
- 1: 1 real estate fund
- Gross assets of private funds
- $9,350,992
- Other offices
- 38
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- September 25, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 1,540 | $2.99 billion |
| Individuals (other than high net worth individuals) | 1,715 | $852.2 million |
| Charitable organizations | 12 | $87.3 million |
| Pension and profit sharing plans | 26 | $69.2 million |
| Corporations or other businesses | 15 | $19 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $5.10 billion | March 18, 2026 |
| December 1, 2025 | $3.95 billion | August 28, 2025 |
Other advisers in Birmingham
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Highland Associates Inc | Birmingham | $20.99 billion | 4 | adviserinfo.sec.gov |
| Regions Investment Management, Inc. | Birmingham | $20.14 billion | Not listed | adviserinfo.sec.gov |
| Harbert Fund Advisors, LLC | Birmingham | $7.82 billion | 44 | adviserinfo.sec.gov |
| Vulcan Value Partners LLC | Birmingham | $6.08 billion | 4 | adviserinfo.sec.gov |
| Resource Management Service, LLC | Birmingham | $5.92 billion | 5 | adviserinfo.sec.gov |
| Stonex Advisors Inc. | Birmingham | $5.09 billion | Not listed | adviserinfo.sec.gov |
| Johnson Sterling, Inc. | Birmingham | $3.90 billion | Not listed | adviserinfo.sec.gov |
| The Welch Group, LLC | Birmingham | $3.68 billion | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Birmingham, AL
- Investment advisers in Alabama
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Advisers that manage private funds
- Eversource Wealth Advisors, LLC on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.