John Hancock Life Insurance Company
$326M reported client assets across 3 advisory firms in FY2025 annual amendments
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Millennium Investment And Retirement Advisors, Llc | $300M | $1.4B | 21.7% | 03/30/2026 |
| Keystone Wealth Management Inc. | $17.0M | $137M | 12.3% | 02/17/2026 |
| Long Island Financial Llc | $9.1M | $65.2M | 13.9% | 01/20/2026 |
From Form ADV Schedule D 5.K.(3): custodians named at the 10%-of-SMA-assets threshold, with reported dollar amounts. "Share" is reported amount as a share of the firm's total regulatory AUM.