Appleton Partners, Inc. - Investment Advisers

About Appleton Partners, Inc.

Appleton Partners is an investment adviser among U.S. investment advisers with $12.55 billion in regulatory assets under management. Based in Boston, the firm has operated since 1986, building expertise in wealth management and financial planning through experience across varying market conditions. Investment advisers in Massachusetts like Appleton serve clients through customized approaches rather than standardized solutions. Appleton uses separate account management as its core investment strategy and combines financial planning with recommendations tailored to individual client objectives. The firm emphasizes personalized client relationships, transparent investment processes, and direct access to decision-makers. As an independent adviser, Appleton focuses on identifying the right solutions for each client's specific circumstances and multidimensional needs. Beyond wealth management, the firm is actively involved in community philanthropy and supports employee volunteering initiatives in the regions where it and its clients operate.

Key Facts

Assets Under Management

$12.55B

Employees

59

SEC File Number

801-29384