RIA Intel›Advisers›Massachusetts›JOHN HANCOCK PERSONAL FINANCIAL SERVICES, LLC

JOHN HANCOCK PERSONAL FINANCIAL SERVICES, LLC

Advisory

N·BOSTON, MA

Data as of Mar 27, 2026 · Source: SEC Form ADV

Total AUM
$2.2B
1-Year AUM Growth
+1.7%
3-Year CAGR
-0.7%
Employees
15
Assets Under Management
Total AUM$2.2B
Discretionary AUM$2.2B
Non-Discretionary AUM$0
Discretionary %100%
Total Clients32,545
Team
Total Employees15
Investment Advisers149
Employee Growth (1Y)-20.0%
Filing History
Total Filings on Record66
First FilingJan 28, 2015
Latest FilingMar 27, 2026
🔒 Full AUM trend chart and 66 historical filings spanning 11+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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