Appleton Partners,inc.

Appleton Partners,inc. (CRD# 110049) is a financial advisory firm headquartered in Boston, MA. They manage $8,279,729,129 in 5,558 accounts and serve the financial needs of clients across 52 states (or territories).

By the Numbers
  • Total Assets Under Management
    8,280
    MILLION
  • Total Number of Accounts
    5,558
    ACCOUNTS
  • Average Account Value
    $1,489,696
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
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, 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 14 top financial advisors.
1
James L. Bosland
CRD#: 1294525
One Post Office Square, 6th Floor, Boston, MA 02109
96
Wealthminder
score

James Bosland (CRD# 1294525) is an Investment Advisor Representative working at Appleton Partners,inc. in Boston, MA and has over 30 years of experience in the finance industry.

2
Anson C. Clough
CRD#: 2322648
One Post Office Square, 6th Floor, Boston, MA 02109
96
Wealthminder
score

Anson Clough (CRD# 2322648) is an Investment Advisor Representative working at Appleton Partners,inc. in Boston, MA and has over 25 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.

3
Benjamin P. Holcombe
CRD#: 5830353
One Post Office Square, 6th Floor, Boston, MA 02109
93
Wealthminder
score

Benjamin Holcombe (CRD# 5830353) is an Investment Advisor Representative working at Appleton Partners,inc. in Boston, MA and has over 7 years of experience in the finance industry.

4
Kelly C. McKernan
CRD#: 2629092
One Post Office Square, 6th Floor, Boston, MA 02109
93
Wealthminder
score

Kelly McKernan (CRD# 2629092) is an Investment Advisor Representative working at Appleton Partners,inc. in Boston, MA and has over 22 years of experience in the finance industry.

5
Nancy H. Place
CRD#: 1211434
One Post Office Square, 6th Floor, Boston, MA 02109
93
Wealthminder
score

Nancy Place (CRD# 1211434) is an Investment Advisor Representative working at Appleton Partners,inc. in Boston, MA and has over 19 years of experience in the finance industry.

6
Walter Zagrobski
CRD#: 2671138
One Post Office Square, 6th Floor, Boston, MA 02109
93
Wealthminder
score

Walter Zagrobski (CRD# 2671138) is an Investment Advisor Representative working at Appleton Partners,inc. in Boston, MA and has over 22 years of experience in the finance industry.

7
Daniel T. Buckley
CRD#: 6319950
One Post Office Square, 6th Floor, Boston, MA 02109
90
Wealthminder
score

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.

8
Douglas C. Chamberlain
CRD#: 1995169
One Post Office Square, 6th Floor, Boston, MA 02109
90
Wealthminder
score

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.

9
Geoffrey D. Chamberlain
CRD#: 6319961
One Post Office Square, 6th Floor, Boston, MA 02109
90
Wealthminder
score

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.

10
Whitney P. Fitts
CRD#: 6319966
One Post Office Square, 6th Floor, Boston, MA 02109
90
Wealthminder
score

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.

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