John Hancock Personal Financial Services provides financial planning, portfolio management for individuals and small businesses, and educational seminars.
John Hancock Personal Financial Services reports 35,589 clients. They include 35,247 individual clients and 342 high-net-worth individuals. Of its assets, 100.0% ($2.2B across 35,589 accounts) are managed with discretion. A wrap fee program the firm both sponsors and manages holds $925M.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 99% | 81% |
| High-net-worth individuals | <1% | 19% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 35,247 | $1.79B | 81.3% | $50.7K |
| High-net-worth individuals | 342 | $411M | 18.7% | $1.2M |
| Total | 35,589 | $2.2B | 100% | $61.8K |
- Clients
- 35,247
- Regulatory AUM
- $1.79B
- AUM share
- 81.3%
- Avg. per client
- $50.7K
- Clients
- 342
- Regulatory AUM
- $411M
- AUM share
- 18.7%
- Avg. per client
- $1.2M
Total
- Clients
- 35,589
- Regulatory AUM
- $2.2B
- AUM share
- 100%
- Avg. per client
- $61.8K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
John Hancock Personal Financial Services charges 0.20%–0.50% a year for its Retirement Advice Service; its fees and minimums are set out in its brochures on the SEC website.
The Manufacturers Investment Corporation owns 75% or more of John Hancock Personal Financial Services and is in turn owned by John Hancock Financial Corporation (75% or more). The leadership team of John Hancock Personal Financial Services includes President Douglas Comer, Chief Financial Officer William Auger and Chief Compliance Officer Robert Hartigan. It has 149 employees, 15 of them in advisory roles.
Staff
- 149 employees
- 15 in advisory functions
- 63 state-registered reps
- 72 broker-dealer reps
- 1 insurance agent
- Owns 75% or more of John Hancock Personal Financial Services, LLC
The Manufacturers Investment Corporation
Control person · since July 2015
- Owns 75% or more of The Manufacturers Investment Corporation
John Hancock Financial Corporation
Control person · since December 2009
- Owns 75% or more of John Hancock Financial Corporation
Manulife Holdings (Alberta) Limited
Control person · since December 2009
- Owns 75% or more of Manulife Holdings (Alberta) Limited
Manufacturers Life Insurance Company (Canada)
Control person · since December 2003
- Owns 75% or more of John Hancock Personal Financial Services, LLC
The Manufacturers Investment
Control person · since July 2015
- Owns 75% or more of John Hancock Personal Financial Services, LLC
Manulife Financial Corporation
Control person · since September 1999
John Hancock Personal Financial Services’ regulatory assets grew from $1.89B (May 2021) to $2.2B (March 2026); clients fell from 43,050 to 35,589 and employees from 157 to 149.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Mar 2026March 2026 | $2.2B | 35,589 | 149 | 8 |
| May 2025May 2025 | $1.98B | 32,545 | 163 | 5 |
| Jun 2024June 2024 | $1.85B | 27,727 | 149 | 1 |
| May 2023May 2023 | $1.82B | 26,223 | 166 | 1 |
| Mar 2022March 2022 | $2.17B | 23,843 | 154 | 1 |
| May 2021May 2021 | $1.89B | 43,050 | 157 | 2 |
Besides its headquarters, John Hancock Personal Financial Services has 7 offices, with 8 listed addresses in the U.S. and abroad.
Massachusetts · 1 listed address
- 200 Berkeley Street, BostonHQ
International offices
- 1282B CORNWALL ROAD, OAKVILLE, L6J 7W5, Canada
- 220 LAURIER AVE W, SUITE 1100, OTTAWA, K1P 5Z9, Canada
- 1100-1075 WEST GEORGIA STREET, VANCOUVER, V6E 3C9, Canada
- 2360 BRISTOL CIRCLE SUITE 100, OAKVILLE, L6H 6M5, Canada
- 730 VIEW ST, SUITE 700, VICTORIA, V8W 3Y7, Canada
- 4101 YONGE ST, SUITE 700B, NORTH YORK, M2P 1N6, Canada
- 6363 ROUTE TRANSCANADIENNE, BUREAU 207, H4T 1Z9, Canada
Contact and registration details
- Legal name
- John Hancock Personal Financial Services, LLC
- Headquarters
- 200 Berkeley Street, Boston, MA 02116
- Website
- Not reported
- Phone
- 617-572-0109
- SEC file
- 801-80927
- Structure
- Delaware LLC
- Fiscal year end
- December
John Hancock Personal Financial Services’ named custodians for separately managed accounts are John Hancock Trust ($1.08B, 58%) and Pershing ($787M, 42%). John Hancock Personal Financial Services has custody of client assets.
- John Hancock TrustJohn Hancock Trust Company LLC · Boston, MA · $1.08B58%
- PershingPershing Advisor Solutions LLC · Jersey City, NJ · $787M42%
At year end, John Hancock Personal Financial Services’ separately managed accounts were mostly in funds (99%).
What the accounts hold
- Funds99%
- Registered funds89%
- Pooled vehicles10%
- Cash1%
How many clients does John Hancock Personal Financial Services have?
John Hancock Personal Financial Services has 35,589 clients and manages $2.2 billion for them, as of March 2026. They include 35,247 individual clients and 342 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 27 March 2026
What services does John Hancock Personal Financial Services offer?
John Hancock Personal Financial Services provides financial planning, portfolio management for individuals and small businesses, and educational seminars.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does John Hancock Personal Financial Services charge?
John Hancock Personal Financial Services charges 0.20%–0.50% a year for its Retirement Advice Service.
Source: JOHN HANCOCK PERSONALIZED RETIREMENT ADVICE, filed 27 March 2026
Which custodians does John Hancock Personal Financial Services use?
John Hancock Personal Financial Services’ separately managed account assets are held at John Hancock Trust Company LLC (Boston, MA), with $1.08B and Pershing Advisor Solutions LLC (Jersey City, NJ), with $787M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 27 March 2026
How many financial advisors does John Hancock Personal Financial Services have?
John Hancock Personal Financial Services has 63 investment adviser representatives registered with state securities authorities, out of 149 employees, and 15 perform investment advisory functions. 72 employees are registered representatives of a broker-dealer and 1 employee is a licensed insurance agent.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does John Hancock Personal Financial Services invest in?
At the end of its last fiscal year, John Hancock Personal Financial Services’ separately managed accounts held 89% registered funds (mutual funds, ETFs, BDCs), 10% pooled vehicles (private funds and similar) and 1% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns John Hancock Personal Financial Services?
John Hancock Personal Financial Services is owned through a chain of holding companies by Manufacturers Life Insurance Company (Canada). Its direct owners are the Manufacturers Investment Corporation (75% or more), the Manufacturers Investment (75% or more) and Manulife Financial Corporation (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 27 March 2026
How does John Hancock Personal Financial Services get paid?
John Hancock Personal Financial Services is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact John Hancock Personal Financial Services?
John Hancock Personal Financial Services’ main office is at 200 Berkeley Street, Boston, MA 02116. Its phone number is 617-572-0109.