John Hancock Funds, Llc
$7.0B reported client assets across 13 advisory firms in FY2021 annual amendments
Reported client assets over time
$2.7B
$5.2B
2017
2021
Same-firm comparison: 9 firms that reported John Hancock Funds, Llc in both FY2020 and FY2021 annual amendments (ADV Item 5.K.(3)). Fiscal years come directly from the SEC filing-type table; filing dates are not used as a year-end proxy. 2017, 2018, 2019 are shown but partial — only FY2017: 2 cohort firms, FY2018: 3 cohort firms, FY2019: 6 cohort firms.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| N | $2.4B | $20.4B | 11.9% | 03/23/2022 |
| Cerity Partners Retirement Plan Advisors Llc | $1.8B | $13.2B | 13.8% | 03/29/2022 |
| Millennium Investment And Retirement Advisors, Llc | $1.1B | $1.8B | 62.2% | 03/24/2022 |
| Pension Consultants Inc | $667M | $5.1B | 13.1% | 03/09/2022 |
| John Hancock Personal Financial Services, Llc | $661M | $2.2B | 30.4% | 03/28/2022 |
| Aprio Wealth Management, Llc | $143M | $1.3B | 10.9% | 03/24/2022 |
| Coury Firm Asset Management Llc | $97.7M | $1.0B | 9.3% | 03/30/2022 |
| Boyd Wealth Management, Llc | $52.1M | $261M | 20.0% | 03/19/2022 |
| Consilium, Llc | $10.8M | $167M | 6.4% | 02/08/2022 |
| Molly B Investment Group Llc | $4.5M | $262M | 1.7% | 03/15/2022 |
| Financial Focus Llc | $4.4M | $482M | 0.9% | 01/21/2022 |
| Legacy Cornerstone Wealth Llc | $1.7M | $199M | 0.9% | 03/23/2022 |
| Intercarolina Financial Services, Inc. | $1.4M | $112M | 1.2% | 03/23/2022 |
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.