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Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 25 September 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does EverSource Wealth Advisors have?","answer":"EverSource Wealth Advisors has 74 investment adviser representatives registered with state securities authorities, out of 76 employees, and 76 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 28 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does EverSource Wealth Advisors invest in?","answer":"At the end of its last fiscal year, EverSource Wealth Advisors’ separately managed accounts held 42% registered funds (mutual funds, ETFs, BDCs), 41% exchange-traded equities, 8% other, 5% cash and equivalents, 1% non-exchange-traded equities, 1% U.S. government and agency bonds, 1% state and local bonds and 1% pooled vehicles (private funds and similar). The 8% other category is described as: Variable Annuities and Alternative Assets. It advises 1 private fund.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns EverSource Wealth Advisors?","answer":"EverSource Wealth Advisors is owned through holding companies by Mark Wesson. Its direct owners are FHG Ventures - Eversource, LLC, BMSS Eversource, LLC, WF Es, LLC, Thomas Phillips and Love Thy Neighbor Too, each holding 50% or less.","source":"Form ADV Part 1A, Schedules A and B, filed 25 September 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does EverSource Wealth Advisors get paid?","answer":"EverSource Wealth Advisors is paid through a percentage of assets under management, hourly charges and fixed fees. 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