EverSource Wealth Advisors®

Financial ServicesAlabama, United States51-200 Employees

EverSource Wealth Advisors is a mid-sized financial services firm based in Birmingham, Alabama, founded in 2017. It provides support to independent financial advisory practices, including practice management consulting, middle office support, and access to technology, with the aim of reducing the complexity of running a business. The firm serves individual advisors, advisory teams, independent RIAs, and CPA firms, helping them pursue autonomy in their practices and maintain focus on client service.

Its approach centers on enabling independence within a culture aligned with advisors' values, and it emphasizes a community of peers who are leaders in the industry. Investment advice is delivered through EverSource Wealth Advisors, a Registered Investment Advisor, and the company may conduct business only in states where it and its advisors are properly registered.

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