Appleton Partners, Inc.

Appleton Partners, Inc. (CRD# 110049) is a financial advisory firm headquartered in Boston, MA. They manage $11,188,326,079 in 6,247 accounts and serve the financial needs of clients across 53 states (or territories).

By the Numbers
  • Total Assets Under Management
    11,188
    MILLION
  • Total Number of Accounts
    6,247
    ACCOUNTS
  • Average Account Value
    $1,790,992
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Financial Advisors at Appleton Partners, Inc.
Showing 1 - 10 of 17 top financial advisors.
1
James L. Bosland
CRD#: 1294525
One Post Office Square, 20th Floor, Boston, MA 02109

James Bosland (CRD# 1294525) is an Investment Advisor Representative working at Appleton Partners, Inc. in Boston, MA and has over 33 years of experience in the finance industry.

2
Daniel T. Buckley
CRD#: 6319950
One Post Office Square, 20th Floor, Boston, MA 02109

Daniel Buckley (CRD# 6319950) is an Investment Advisor Representative working at Appleton Partners, Inc. in Boston, MA and has 1 year of experience in the finance industry.

3
Kathleen M. Burge
CRD#: 4349797
One Post Office Square, 20th Floor, Boston, MA 02109

Kathleen Burge (CRD# 4349797) is an Investment Advisor Representative working at Appleton Partners, Inc. in Boston, MA and has 1 year of experience in the finance industry.

4
Douglas C. Chamberlain
CRD#: 1995169
One Post Office Square, 20th Floor, Boston, MA 02109

Douglas Chamberlain (CRD# 1995169) is an Investment Advisor Representative working at Appleton Partners, Inc. in Boston, MA and has 1 year of experience in the finance industry.

5
Geoffrey D. Chamberlain
CRD#: 6319961
One Post Office Square, 20th Floor, Boston, MA 02109

Geoffrey Chamberlain (CRD# 6319961) is an Investment Advisor Representative working at Appleton Partners, Inc. in Boston, MA and has 1 year of experience in the finance industry.

6
Anson C. Clough
CRD#: 2322648
One Post Office Square, 20th Floor, Boston, MA 02109

Anson Clough (CRD# 2322648) is an Investment Advisor Representative working at Appleton Partners, Inc. in Boston, MA and has over 27 years of experience in the finance industry. Anson Clough has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

7
Whitney P. Fitts
CRD#: 6319966
One Post Office Square, 20th Floor, Boston, MA 02109

Whitney Fitts (CRD# 6319966) is an Investment Advisor Representative working at Appleton Partners, Inc. in Boston, MA and has 1 year of experience in the finance industry.

8
Benjamin P. Holcombe
CRD#: 5830353
One Post Office Square, 20th Floor, Boston, MA 02109

Benjamin Holcombe (CRD# 5830353) is an Investment Advisor Representative working at Appleton Partners, Inc. in Boston, MA and has over 10 years of experience in the finance industry.

9
James I. Ladge
CRD#: 4349802
One Post Office Square, 20th Floor, Boston, MA 02109

James Ladge (CRD# 4349802) is an Investment Advisor Representative working at Appleton Partners, Inc. in Boston, MA and has 1 year of experience in the finance industry.

10
Kyle W. Lortie
CRD#: 6465774
One Post Office Square, 20th Floor, Boston, MA 02109

Kyle Lortie (CRD# 6465774) is an Investment Advisor Representative working at Appleton Partners, Inc. in Boston, MA and has over 5 years of experience in the finance industry.

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