Appleton Partners,inc.

Appleton Partners,inc. (CRD# 110049) is a financial advisory firm headquartered in Boston, MA. They manage $7,257,076,776 in 4,888 accounts and serve the financial needs of clients across 52 states (or territories).

By the Numbers
  • Total Assets Under Management
    7,257
    MILLION
  • Total Number of Accounts
    4,888
    ACCOUNTS
  • Average Account Value
    $1,484,672
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
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

Financial Advisors at Appleton Partners,inc.
Showing 1 - 10 of 13 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 24 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
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 18 years of experience in the finance industry.

5
Walter Zagrobski
CRD#: 2671138
45 Milk Street , 8th 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.

6
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.

7
Douglas C. Chamberlain
CRD#: 1995169
45 Milk Street, 8th 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.

8
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.

9
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.

10
James I. Ladge
CRD#: 4349802
45 Milk Street, 8th Floor, Boston, MA 02109
90
Wealthminder
score

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.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.