From the first move to independence, through the seasons of growth, to the eventual handoff, EverSource brings institutional depth to a practice that is fully your own. We are here to steward what you have built, alongside a community of advisors who see the work the same way.
The kind of partner you only have to choose once.
Most advisors arrive at a different point on the same arc. Find the one that sounds like you, and see what partnering with EverSource looks like from there.
Not sure which one fits? See all five compared.
Whether you are leaving a wirehouse, an independent broker-dealer, or a smaller RIA, the transition is designed around the practice you intend to have, not the one you are leaving behind.
This is supported independence in practice: a model built around advisors rather than a home office, a community of peers who sharpen one another, and the steadiness of a firm that has done this many times.
Advisor's Ideal Lifesm is the framework we use to align your practice with your calling, built around the questions that matter most: what enough looks like, whether the work leaves room to live well, and whether you are building something that brings peace and outlasts you.
Independence should not mean rebuilding investment management, technology, compliance, and operations from scratch. EverSource brings the capabilities of an institution to a practice that stays yours, so your energy goes to clients and growth rather than infrastructure.
Model portfolios, including values-aligned strategies, with manager due diligence and private-markets access, led by a credentialed investment committee.
Technology and operations engineered to run a sophisticated practice without a large back office.
Compliance, operations, and the day-to-day infrastructure of an independent firm, handled with you.
Consulting on organizational design, compensation, and the structure a growing practice needs.
A community of values-aligned advisors who sharpen one another and lead with conviction.
Planning and structures so the practice, and the families it serves, are cared for beyond the founder.
Not ready to talk yet? Before the Move walks through the decisions a transition actually raises. Read the white paper →
Ed leads Audience Development at EverSource. He will listen to where you are, share where the platform can help, and tell you honestly when it cannot. No proposal, no pressure, just a conversation.