Appleton Partners, Inc.

Appleton Partners, Inc. is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Boston, Massachusetts. On its latest Form ADV, filed March 23, 2026, it reports $12.6B in regulatory assets under management, 782 individual clients and 31 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.

Key facts from Form ADV

Registration	SEC-registered
Firm CRD number	110049 · SEC file 801-29384
Office	One Post Office Square 5th Floor Boston, MA 02109
Phone	(617) 338-0700
Website	www.appletonpartners.com
Regulatory assets under management	$12.6B
Individual clients	339 non-high-net-worth, 443 high-net-worth
Financial planning clients	101-250
How it charges	Percentage of assets
Services	Financial planning, Portfolio management, Selection of other advisers, Educational seminars
Employees	59
Disciplinary disclosures	None reported
Latest Form ADV filing	March 23, 2026

Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.

What this means for you

• It charges only as a percentage of the assets it manages. Ask about the fee schedule and any account minimum, which Form ADV Part 1 does not record.
• Most of its individual clients are high-net-worth, which on Form ADV means they meet the SEC’s qualified-client or qualified-purchaser test: broadly, more than $1 million managed by the adviser or a net worth above $2 million, with the thresholds indexed for inflation.
• It provides financial planning services, not only portfolio management.
• It sponsors or manages a wrap fee program; ask what the bundled fee covers.
• It reports no disciplinary history on Form ADV.

Before you hire any adviser

Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.

Other fee-only advisers in Boston

• Flagship Harbor Advisors, LLC $3.4B
• Rwa Wealth Partners $19.8B
• Loring, Wolcott & Coolidge Fiduciary Advisors, LLP $12.8B
• Winthrop Wealth $3.1B
• Howland Capital Management LLC $3.7B
• Claro Advisors Inc. $1.4B

See all 115 fee-only advisers in Boston →

Nearby

• Sout Boston 1 firm
• East Boston 1 firm
• Brookline 1 firm
• Cambridge 11 firms
• Roslindale 1 firm
• Melrose 1 firm
• Belmont 2 firms
• Arlington 3 firms