John Hancock Distributors Llc
$1.9B reported client assets across 10 advisory firms in FY2025 annual amendments
Reported client assets over time
Same-firm comparison: 8 firms that reported John Hancock Distributors Llc in both FY2024 and FY2025 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. 2019, 2020, 2021, 2022 are shown but partial — only FY2019: 1 cohort firms, FY2020: 2 cohort firms, FY2021: 3 cohort firms, FY2022: 4 cohort firms. No matched data for FY2017, FY2018.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Northstar Fiduciary Partners, Llc | $1.1B | $1.3B | 89.7% | 03/30/2026 |
| Bps Wealth Advisors, Inc. | $221M | $1.1B | 20.4% | 03/19/2026 |
| Ascension Capital Advisors, Inc. | $163M | $939M | 17.4% | 03/30/2026 |
| Capital Advisors Wealth Management, Llc | $150M | $1.1B | 13.5% | 02/25/2026 |
| Riverpath Investments Llc | $60.5M | $363M | 16.7% | 01/21/2026 |
| Hamilton Capital Partners, Llc | $48.7M | $444M | 11.0% | 03/04/2026 |
| N | $46.5M | $436M | 10.7% | 03/31/2026 |
| Imz Advisory Inc. | $34.6M | $453M | 7.6% | 03/03/2026 |
| Asco Financial Group, Inc. | $32.1M | $173M | 18.5% | 03/05/2026 |
| Delta Advisory Group, Inc. | $323K | $216M | 0.1% | 03/31/2026 |
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.