Firms by custodian
Registered investment advisers that custody at John Hancock Distributors
Search the full directory by firm name, city, state, CRD number or custodian.
9 firms listed
| Firm | Headquarters | Regulatory AUM |
|---|---|---|
| NorthStar Fiduciary Partners | $1.27B | |
| Capital Advisors Wealth Management | Yakima, WA | $1.11B |
| BPS Wealth Advisors | Canfield, OH | $1.08B |
| Ascension Capital Advisors | Houston, TX | $939M |
| IMZ Advisory | Boca Raton, FL | $453M |
| Hamilton Capital Partners | Atlanta, GA | $444M |
| Riverpath Investments | $363M | |
| Delta Advisory Group | Maitland, FL | $216M |
| Asco Financial Group | Kingston, PA | $173M |
- Headquarters
- Regulatory AUM
- $1.27B
- Headquarters
- Yakima, WA
- Regulatory AUM
- $1.11B
- Headquarters
- Canfield, OH
- Regulatory AUM
- $1.08B
- Headquarters
- Houston, TX
- Regulatory AUM
- $939M
- Headquarters
- Boca Raton, FL
- Regulatory AUM
- $453M
- Headquarters
- Atlanta, GA
- Regulatory AUM
- $444M
- Headquarters
- Regulatory AUM
- $363M
- Headquarters
- Maitland, FL
- Regulatory AUM
- $216M
- Headquarters
- Kingston, PA
- Regulatory AUM
- $173M
Figures are from each firm's most recent Form ADV and are dated on its profile. Listing here is a matter of public record, not a recommendation.
About this list
A custodian holds client accounts; the adviser directs them but does not take possession of the money. Form ADV Schedule D, Section 5.K.(3) requires an adviser to name every custodian holding 10% or more of its separately managed account assets, which is where this list comes from.
A firm may use several custodians, so it can appear on more than one of these lists, and smaller custodial relationships below the 10% threshold are not reported at all. Naming John Hancock Distributors here says only what the filing says, and implies nothing about either firm's service.