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| John Hancock Personal Financial Services LLC
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|---|---|
| CRD # | 174433 |
| SEC # | 801-80927 |
| CIK # | 0001725946 |
| AUM | $2.2 B (2026-03-27) |
| Employees | 149 (10% Investors, 48% Brokers) |
| Phone | 617-572-0109 |
| Address | 200 Berkeley Street Boston, MA 02116 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Microsoft Corp | 4.1 | ||
| Nvidia Corp | 3.4 | ||
| Amazon Com Inc | 3.3 | ||
| Alphabet Inc | 3.0 | ||
| Apple Inc | 2.9 | ||
| Royal Bank of Canada | 2.0 | ||
| Facebook Inc | 1.7 | ||
| Broadcom Inc | 1.6 | ||
| Toronto Dominion Bank | 1.6 | ||
| Lilly Eli & Co | 1.3 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 35,247 | 1.8 |
| (b) Individuals (high net worth individuals) | 342 | 0.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 35,589 | 2.2 |
| By Discretionary | ||
| Discretionary | 35,589 | 2.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 35,589 | 2.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.2 | |
| Total | 35,589 | 2.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-NT | [0001725946] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Baltimore-Washington Financial Advisors Inc
✚
|
MD | 3.0 |
|
Berger Financial Group Inc
✚
|
MN | 2.9 |
|
Chas P Smith & Associates PA Cpa's
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|
FL | 2.9 |
|
Key Financial Inc
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|
PA | 2.8 |
|
Keystone Financial Group LLC
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|
KY | 2.3 |
|
SOFI Wealth LLC
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|
CA | 2.0 |
|
Armstrong Advisory Group Inc
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|
MA | 1.7 |
|
Motley Fool Wealth Management LLC
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|
VA | 1.6 |
|
Townsend & Associates Inc
✚
|
CO | 1.5 |
|
Ullman John & Associates Inc
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|
NY | 1.5 |