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EVERSOURCE WEALTH ADVISORS, LLC

BIRMINGHAM, AL · CRD 286340 · IAPD ↗ · reinholdfinancial.com · 205-982-5515

$5.10BRegulatory AUM
76Advisory reps
76Employees
51Clients
More than 500Planning clients
1Private funds
42States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

55
October 2026 — EVERSOURCE WEALTH ADVISORS, LLC added office(s): 27 -> 38 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
65
April 2026 — EVERSOURCE WEALTH ADVISORS, LLC reported RAUM up 29% ($3.95B -> $5.10B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
85
April 2026 — EVERSOURCE WEALTH ADVISORS, LLC grew from 40 to 76 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
30
January 2026 — EVERSOURCE WEALTH ADVISORS, LLC changed its website from insightwealthkc.com to reinholdfinancial.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
30
December 2025 — EVERSOURCE WEALTH ADVISORS, LLC changed its website from centerpointstrategies.com to insightwealthkc.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
30
July 2025 — EVERSOURCE WEALTH ADVISORS, LLC changed its website from cornerstone360advisors.com to centerpointstrategies.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
47
July 2025 — EVERSOURCE WEALTH ADVISORS, LLC notice-filed in KY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
June 2025 — EVERSOURCE WEALTH ADVISORS, LLC added office(s): 25 -> 27 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
30
April 2025 — EVERSOURCE WEALTH ADVISORS, LLC changed its website from clarionwealth.com to cornerstone360advisors.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
69
April 2025 — EVERSOURCE WEALTH ADVISORS, LLC reported RAUM up 47% ($2.69B -> $3.95B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
55
March 2025 — EVERSOURCE WEALTH ADVISORS, LLC added office(s): 25 -> 27 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
30
January 2025 — EVERSOURCE WEALTH ADVISORS, LLC changed its website from generouswealthaz.com to clarionwealth.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
47
January 2025 — EVERSOURCE WEALTH ADVISORS, LLC notice-filed in OK.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
January 2025 — EVERSOURCE WEALTH ADVISORS, LLC added office(s): 23 -> 25 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
53
November 2024 — EVERSOURCE WEALTH ADVISORS, LLC notice-filed in CT, DE, NH, WV.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
November 2024 — EVERSOURCE WEALTH ADVISORS, LLC added office(s): 22 -> 23 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
55
October 2024 — EVERSOURCE WEALTH ADVISORS, LLC added office(s): 21 -> 22 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
55
May 2024 — EVERSOURCE WEALTH ADVISORS, LLC added office(s): 19 -> 21 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
55
April 2024 — EVERSOURCE WEALTH ADVISORS, LLC added office(s): 17 -> 19 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
55
April 2024 — EVERSOURCE WEALTH ADVISORS, LLC notice-filed in AR, DC, IL, KS, KY, MI, MO, NM, OR, PA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
69
April 2024 — EVERSOURCE WEALTH ADVISORS, LLC reported RAUM up 49% ($1.81B -> $2.69B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
84
April 2024 — EVERSOURCE WEALTH ADVISORS, LLC grew from 26 to 40 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
55
February 2024 — EVERSOURCE WEALTH ADVISORS, LLC added office(s): 15 -> 17 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.