STRUCTURE THAT SERVES your CALLING

At EverSource, we believe structure should serve freedom, not stifle it.

Every advisor’s path is different.

Your clients, your convictions, your season of life, and your long-term vision all shape how you build a practice. EverSource offers multiple affiliation models, each designed to provide clarity, leverage, and alignment, without forcing you into a predetermined mold.

Whether you affiliate under our RIA or operate your own independent firm, our role is the same: to remove friction, provide thoughtful infrastructure, and give flight to your calling.

Two Primary Ways to Affiliate

One Shared Philosophy

EverSource offers two primary affiliation paths, each reflecting a different balance of autonomy and support. Both are grounded in the same commitments: faith-informed stewardship, advisor-first design, and long-term partnership.

You don’t need to have everything figured out on day one. We’ll help you discern the structure that best supports where you are, and where you’re headed.

  • Full-Service Support with Real Independence

    Affiliating as an Investment Advisor Representative (IAR) under EverSource provides a comprehensive, full-service experience without giving up ownership, identity, or voice.

    EverSource handles the complexity of running an RIA so you can focus on what matters most: serving clients well and building a practice that reflects your values.

    This model often makes sense when you:

    • Want strong compliance and operational support

    • Prefer not to run your own RIA infrastructure

    • Value brand flexibility and ownership of client relationships

    • Are building or growing a practice and want scalable support

    What this includes:

    • Advisor-friendly compliance and supervision

    • Operational and administrative support

    • Marketing and practice development resources

    • A robust, data-driven advisor technology platform

    • Freedom to build your own brand and retain book ownership

  • Your Firm. Our Infrastructure. Shared Values.

    For advisors who operate, or aspire to operate, their own RIA, EverSource serves as a strategic partner, not a parent organization.

    Independent RIAs retain full control of their firm while leveraging EverSource’s internally built TAMP to handle the operational demands of investment management.

    This model often makes sense when you:

    • Want full ownership and control of your RIA

    • Prefer to outsource trading, billing, and reporting

    • Value access to faith-based and values-aligned investment solutions

    • Are building a long-term enterprise or legacy firm

    Through our TAMP, independent RIAs gain operational scale, access to differentiated investment strategies, including private assets with Kingdom impact, and connection to a like-minded advisor community.

  • An Alternative for Certain Seasons

    Within our IAR model, EverSource also offers a W2 affiliation option for advisors who value simplicity, stability, and focus.

    This path isn’t about reducing independence, it’s about reducing distraction. For the right advisor, at the right time, it can be a thoughtful way to stay deeply engaged with clients while stepping away from the demands of business administration.

    This option may make sense if you:

    • Prefer fewer operational and administrative responsibilities

    • Value predictability and simplicity in your business structure

    • Are in a season where focus and margin matter more than optimization

    The W2 model isn’t for everyone, and it’s never assumed. It’s one of several ways we help advisors align structure with calling and it’s best explored through a deeper conversation.