National Ranking Recognizes EverSource as Second Fastest-Growing RIA
EverSource Wealth Advisors® was recently named by RIA Channel as number two in its annual list of “Top 50 Wealth Managers by Growth.” With 15 advisors, EverSource now manages $1.19B in total assets.
May 23, 2022
Contact: Ed Hart, Director of Marketing and Business Development, ehart@eversourcewa.com
RIA Channel’s 2022 list recognizes firms by growth on a percentage basis over a one-year timeframe. The announcement congratulates the identified RIAs, saying, “We are delighted to recognize these firms for their independence, their entrepreneurial spirit, and their ability to emerge as leaders in their field.”
The first place firm on the RIA Channel growth list was Compound Advisors of San Francisco, California. Presidio Capital Management of San Diego, California, earned the third place spot after EverSource. Firms from Florida, Indiana, New York, Massachusetts, North Carolina, Illinois, and Ohio were listed in the top ten. EverSource is the largest RIA of the top five firms on the list, with higher AUM than the other four firms combined.
Launched in 2017, EverSource was created to offer a distinctive culture and business model that moves advisors and their clients to planning and investing with lasting impact. Advisors affiliated with the EverSource platform benefit from a wide range of investment opportunities for impact investing, values-based investing, and investments in other private assets.
To accommodate growth, EverSource moved its headquarters to a new location in Birmingham’s Colonnade in the spring of 2021. Since September 2021, EverSource has added 15 new team members, including four home office employees, five advisors in other locations, and six remote support staff members. Additionally, EverSource now provides TAMP services for two other RIAs.
About EverSource Wealth Advisors
EverSource Wealth Advisors® is an RIA that equips financial advisors to serve their clients with excellence, grow their business and income, and experience the benefits of a culture and community aligned with their values. With more than $1B in assets under management, EverSource offers a financial services platform with investment resources, back-office support, and proprietary technology for independent advisors.