Firms by custodian
Registered investment advisers that custody at John Hancock Trust
Search the full directory by firm name, city, state, CRD number or custodian.
6 firms listed
| Firm | Headquarters | Regulatory AUM |
|---|---|---|
| Pension Consultants | Springfield, MO | $5.42B |
| John Hancock Personal Financial Services | Boston, MA | $2.2B |
| Pathway Financial Advisors | South Burlington, VT | $1.65B |
| Millennium Investment and Retirement Advisors | $1.38B | |
| Anderson Financial Strategies | Dayton, OH | $402M |
| Consilium | Boulder, CO | $215M |
- Headquarters
- Springfield, MO
- Regulatory AUM
- $5.42B
- Headquarters
- Boston, MA
- Regulatory AUM
- $2.2B
- Headquarters
- South Burlington, VT
- Regulatory AUM
- $1.65B
- Headquarters
- Regulatory AUM
- $1.38B
- Headquarters
- Dayton, OH
- Regulatory AUM
- $402M
- Headquarters
- Boulder, CO
- Regulatory AUM
- $215M
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 Trust here says only what the filing says, and implies nothing about either firm's service.