Appleton Partners, Inc.

Appleton Partners, Inc. (CRD# 110049) is a financial advisory firm headquartered in Boston, MA. They manage $12,650,265,281 in 7,116 accounts and serve the financial needs of clients across 53 states (or territories).

By the Numbers
  • Total Assets Under Management
    12,650
    MILLION
  • Total Number of Accounts
    7,116
    ACCOUNTS
  • Average Account Value
    $1,777,721
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
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
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 18 top financial advisors.
1
James L. Bosland
CRD#: 1294525
One Post Office Square, 5th Floor, Boston, MA 02109

James Bosland (CRD# 1294525) is an Investment Advisor Representative working at Appleton Partners, Inc. in Boston, MA and has over 36 years of experience in the finance industry.

2
Daniel T. Buckley
CRD#: 6319950
One Post Office Square, 5th 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
Vincent M. Capolupo
CRD#: 4999251
One Post Office Square, 5th Floor, Boston, MA 02109

Vincent Capolupo (CRD# 4999251) is an Investment Advisor Representative working at Appleton Partners, Inc. in Boston, MA and has over 17 years of experience in the finance industry.

4
Douglas C. Chamberlain
CRD#: 1995169
One Post Office Square, 5th 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, 5th 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, 5th Floor, Boston, MA 02109

Anson Clough (CRD# 2322648) is an Investment Advisor Representative working at Appleton Partners, Inc. in Boston, MA and has over 30 years of experience in the finance industry.

7
Whitney P. Fitts
CRD#: 6319966
One Post Office Square, 5th 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, 5th Floor, Boston, MA 02109

Benjamin Holcombe (CRD# 5830353) is an Investment Advisor Representative working at Appleton Partners, Inc. in Boston, MA and has over 13 years of experience in the finance industry.

9
Kelly C. McKernan
CRD#: 2629092
One Post Office Square, 5th Floor, Boston, MA 02109

Kelly McKernan (CRD# 2629092) is an Investment Advisor Representative working at Appleton Partners, Inc. in Boston, MA and has over 28 years of experience in the finance industry.

10
Nancy H. Place
CRD#: 1211434
One Post Office Square, 5th Floor, Boston, MA 02109

Nancy Place (CRD# 1211434) is an Investment Advisor Representative working at Appleton Partners, Inc. in Boston, MA and has over 25 years of experience in the finance industry.

1 2 ... Next
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.