John Hancock Retirement Services
$76.8M reported client assets across 2 advisory firms in FY2025 annual amendments
Reported client assets over time
$43.1M
$71.0M
2019
2025
Same-firm comparison: 1 firms that reported John Hancock Retirement Services in both FY2024 and FY2025 annual amendments (ADV Item 5.K.(3)). Fiscal years come directly from the SEC filing-type table; filing dates are not used as a year-end proxy.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Lazari Capital Management, Inc. | $68.5M | $691M | 9.9% | 03/31/2026 |
| Medallion Wealth Advisors, Llc | $8.3M | $517M | 1.6% | 03/31/2026 |
From Form ADV Schedule D 5.K.(3): custodians named at the 10%-of-SMA-assets threshold, with reported dollar amounts. "Share" is reported amount as a share of the firm's total regulatory AUM.