Appleton Partners, Inc.

Firm record

As recorded in SEC IAPD

Firm CRD

110049

SEC number

801-29384

Firm type

RIA

Assets under management

$12.6B as of Mar 23, 2026

Website

www.appletonpartners.com ↗

Phone

617-338-0700

Address

One Post Office Square, Boston, MA, 02109

Advisors at this firm

31 in our index · page 1 of 1

• James Lockwood BoslandCRD 1294525 · Boston, MA
  IA Registered
• Daniel Thomas Anthony BuckleyCRD 6319950 · Boston, MA
  IA Registered
• Oana BandarCRD 8029552 · Boston, MA
  IA Registered
• Margaret BrennanCRD 7686142 · Boston, MA
  IA Registered
• Sarah Marie BrodeurCRD 7326444 · Boston, MA
  IA RegisteredRegistration inactive
• Vincent Marc CapolupoCRD 4999251 · Boston, MA
  IA RegisteredRegistration inactive
• Douglas Campbell ChamberlainCRD 1995169 · Boston, MA
  IA Registered
• Geoffrey Daniel ChamberlainCRD 6319961 · Boston, MA
  IA Registered
• Anson Crawford CloughCRD 2322648 · Boston, MA
  IA Registered
• Jason Roger CookCRD 5105755 · Boston, MA
  IA Registered
• Matthew CasieriCRD 8243575 · Boston, MA
  IA Registered
• Timothy DelaneyCRD 8229886 · Boston, MA
  IA Registered
• Whitney Pearce FittsCRD 6319966 · Boston, MA
  IA Registered
• Thomas William HagstromCRD 2165970 · Boston, MA
  IA RegisteredRegistration inactive
• Benjamin Peter HolcombeCRD 5830353 · Boston, MA
  IA Registered
• Jennifer HallCRD 7388739 · Boston, MA
  IA Registered
• Nathan Walsh HarrisCRD 8030959 · Boston, MA
  IA Registered
• H.L. J JohnsonCRD 1101984 · Boston, MA
  IA Registered
• Gregory LallyCRD 7457853 · Boston, MA
  IA Registered
• Jesse Charles MartinCRD 3166712 · Boston, MA
  IA RegisteredRegistration inactive
• Kelly C MckernanCRD 2629092 · Key Largo, FL
  IA Registered
• David MelansonCRD 8047921 · Boston, MA
  IA Registered
• Stephen Anthony MichienziCRD 8227149 · Boston, MA
  IA Registered
• James Michael O'neilCRD 7049973 · Boston, MA
  IA Registered
• Andrew PetersonCRD 5867420 · Boston, MA
  IA Registered
• Nancy Hacker PlaceCRD 1211434 · Boston, MA
  IA Registered
• James C. QuealyCRD 6319936 · Boston, MA
  IA Registered
• Christopher Neil SutherlandCRD 5385717 · Boston, MA
  IA RegisteredRegistration inactive
• Ryan TracyCRD 5606773 · Boston, MA
  IA Registered
• Jack TelmanCRD 8042080 · Boston, MA
  IA Registered
• Ian WalshCRD 8251275 · Boston, MA
  IA Registered

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.