RIA Intel›Advisers›Massachusetts›APPLETON PARTNERS, INC.

APPLETON PARTNERS, INC.

Advisory

N·BOSTON, MA

Data as of Mar 23, 2026 · Source: SEC Form ADV

Total AUM
$12.6B
1-Year AUM Growth
+6.3%
3-Year CAGR
+2.5%
Employees
31
Assets Under Management
Total AUM$12.6B
Discretionary AUM$12.6B
Non-Discretionary AUM$0
Discretionary %100%
Total Clients6,411
Team
Total Employees31
Investment Advisers59
Employee Growth (1Y)+14.3%
Filing History
Total Filings on Record59
First FilingFeb 5, 2001
Latest FilingMar 23, 2026
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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