SourcingSourcing

EVERSOURCE WEALTH ADVISORS, LLC

C24
CRD 286340·SEC 801-119192·BIRMINGHAM, AL
AUM
$5.10B
$1B+
Est. Revenue
$51.0M
@ 1% on AUM
Est. EBITDA
$15.3M
@ 30% margin
Est. Deal Value
$122.3M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
EVERSOURCE WEALTH ADVISORS, LLC
CRD
286340
SEC file #
801-119192
EIN
815028704
DBA names
—

Economics

AUM
$5.10B
AUM band
$1B+
AUM trajectory
'21'26
$21.3M → $5.10B▲ +23788%
Client mix
Individuals Other1,715
Individuals High Net Worth1,540
Other1,030
Pension Profit Sharing Plans26
Corporations15

Operations

Employees (total)
76
Advisory staff (per ADV)
76
Advisory staff (5-yr trend)
'21'26
3 advisors → 76 advisors▲ +2433%
Primary office
BIRMINGHAM AL
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesSelection of other advisers
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
04/13/2026
ADV-W filed at
—
Website
reinholdfinancial.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
BMSS EVERSOURCE, LLC
Top Owner Pct
17.5
Top Owner Entity Kind
DE
Owner Count
12
Control Persons
BMSS EVERSOURCE, LLC
FHG VENTURES - EVERSOURCE, LLC
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
REINHOLDFINANCIAL.COM
Rdap Domain Creation Date
2022-10-05T17:38:37Z
Rdap Firm Age Years
4
Rdap Firm Age Band
<5y
Rdap Registrar
Network Solutions, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
Yes
Form 5500 Plan Count
3
Form 5500 Total Compensation
201,873
Form 5500 Compensation Trajectory 3y
2025201,873
Form 5500 Plan Count Trajectory 3y
20253
Schedule C Total Compensation
201,873
Schedule C Service Provider Rows
3

SEC EDGAR

Edgar Cik
0001710537
Edgar Registered
Yes
Edgar Filing Count
26
Edgar First Filing Date
2017-08-30
Edgar Last Filing Date
2026-05-18
Edgar 13f Count
21
Edgar 13f Latest AUM Estimate
Filing Date2026-05-18
Accession0001710537-26-000006
Edgar Form D Count
3
Edgar Form D Offerings
2021-01-052021-01-05 · 0001710537-21-000001
2018-01-312018-01-31 · 0001710537-18-000001

Compliance & brand

Firm Registration Status
active

All other collected signals (16)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
50
Bc Firm IAR Count
50
Custodian Candidates
Full
Charles Schwab6
Fidelity4
E*trade4
Edgar Addresses
Mailing
3500 COLONNADE PKWYSUITE 150BIRMINGHAM, AL 35243
Business
3500 COLONNADE PKWYSUITE 150BIRMINGHAM, AL 35243
Edgar EIN
815028704
Edgar Recent Filings
13F-HR/A2026-05-18 · 0001710537-26-000006
13F-HR2026-05-14 · 0001710537-26-000005
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-10-05T17:38:37Z
Rdap Domain Last Changed
2023-03-02T01:32:50Z
Rdap Nameservers
Connect1.squarespacedns.comConnect2.squarespacedns.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Trust Company Affiliate
No

People (57)

57
PHILLIPS, THOMAS, MERLE
Direct Owner · 7.5%
6868799
Hitchcock, Rhonda, Fields
IAR · Executive Officer · 2.5%
7192299
ANDREW BENJAMIN FIRMAN
Executive Officer · 2.5%
6045463
Murphy, Donald, Wayne
Executive Officer · 2.5%
6610144
Shank, John, Paul
Executive Officer · 2.5%
6610148
WADDELL, GLENN, GERALD
Executive Officer · 2.5%
6868795
WELDEN, CHARLES, VICTOR
Executive Officer · 2.5%
6868791
WESSON, MARK, ALAN
Executive Officer · 2.5%
2870801
Ezekiel Joaquin Ortiz-Clark
IAR
7535699
David Bernard Curran
IAR
7952058
Lewis Franklin Jones
IAR
7187717
Joseph Max Campbell
IAR
7188123
Endel Nicholas Liias
IAR
7630133
WILLIAM COLE SOMERS
IAR
7671328
Timothy Malcolm Macready
IAR
7557051
Chase Ivan Boardman
IAR
7432074
JONATHAN M TUE
IAR
5263105
JACK PARKER MORRIS
IAR
7145622
Luke William Martin
IAR
8070157
Tyler Snyder
IAR
7817307
JOHN ROBERT BURCH
IAR
5284687
JOHN ARTHUR GRAYBILL
IAR
6956892
CALEB Michael BAGWELL
IAR
5534199
MYRON HOLLON ASHBY
IAR
3067772
Daniel Tedford Phillips
IAR
6613536
Micah Griffith Darlington
IAR
6948356
Andrew Michael Ashton
IAR
8211351
Tyler J Keuning
IAR
7792825
MICKY CHAMBERLAIN REEVES
IAR
3197466
JAMES KELLETT DARLINGTON
IAR
2004439
JAMES MILLER
IAR
5797090
STEPHEN W MILLER
IAR
5711989
Timothy Lane Lewis
IAR
6473485
Easton R Upchurch
IAR
7243812
DAVID S SANDHU
IAR
7034863
ROBERT CLARKSON COLLINS
IAR
5694330
ERIC JOHN REINHOLD
IAR
2384288
DAVID ALLEN SIMS
IAR
5347313
DANIEL JOSEPH FLANAGAN
IAR
4573440
JAMES ALLEN VANDENHEUVEL
IAR
6290192
ABIGAIL MARIE CASADY
IAR
7115305
Kyler David Reinhold
IAR
7113850
KEVIN THOMAS GRADY
IAR
4410102
JORDAN K TWOGOOD
IAR
6067811
James Andrew Murphy
IAR
7075179
W Ben Fox
IAR
5334232
JOSEPH ALLEN SIMPSON
IAR
3093722
PAUL THOMAS RUTKOWSKI
IAR
1930617
WILLIAM FREDERIC STEVENS
IAR
2444984
ROBERT SCOTT STAMM
IAR
4483987
Cody WIller Hobelmann
IAR
6752664
ROGER CONANT MOULTON
IAR
1053083
GLENN EDWARD FRANK
IAR
4358492
EMMETT WESLEY MANKIN
IAR
2726007
Osni Ferreira Filho
IAR
6877027
Ryan Nelson
IAR
7816048
RACHEL LYNN MCDONOUGH
IAR
4638011