Middleton & Company Inc.

Middleton & Company Inc. (CRD# 104549) is a financial advisory firm headquartered in Boston, MA. They manage $607,414,035 in 439 accounts and serve the financial needs of clients across 10 states (or territories).

By the Numbers
  • Total Assets Under Management
    607
    MILLION
  • Total Number of Accounts
    439
    ACCOUNTS
  • Average Account Value
    $1,383,631
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • 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.

CA, CT, FL, MA, ME, NH, NY, SC, VA, VT

Financial Advisors at Middleton & Company Inc.
Showing 1 - 8 of 8 top financial advisors.
1
Adam M. Grossman
CRD#: 5621622
600 Atlantic Avenue; 18th Floor, Boston, MA 02210
96
Wealthminder
score

Adam Grossman (CRD# 5621622) is an Investment Advisor Representative working at Middleton & Company Inc. in Boston, MA and has over 8 years of experience in the finance industry.

2
Eric N. Gutterson
CRD#: 1365348
600 Atlantic Avenue; 18th Floor, Boston, MA 02210
96
Wealthminder
score

Eric Gutterson (CRD# 1365348) is an Investment Advisor Representative working at Middleton & Company Inc. in Boston, MA and has over 31 years of experience in the finance industry.

3
Alice K. Walsh
CRD#: 2035254
600 Atlantic Avenue, T-18, Boston, MA 02210
96
Wealthminder
score

Alice Walsh (CRD# 2035254) is an Investment Advisor Representative working at Middleton & Company Inc. in Boston, MA and has over 26 years of experience in the finance industry. Alice Walsh 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.

4
Stephen T. Hibbard
CRD#: 244933
600 Atlantic Avenue; 18th Floor, Boston, MA 02210
93
Wealthminder
score

Stephen Hibbard (CRD# 244933) is an Investment Advisor Representative working at Middleton & Company Inc. in Boston, MA and has over 19 years of experience in the finance industry.

5
John W. Wieland
CRD#: 2892811
600 Atlantic Avenue, T-18, Boston, MA 02210
93
Wealthminder
score

John Wieland (CRD# 2892811) is an Investment Advisor Representative working at Middleton & Company Inc. in Boston, MA and has over 19 years of experience in the finance industry.

6
Maria McCormack
CRD#: 4673957
600 Atlantic Avenue, T-18, Boston, MA 02210
90
Wealthminder
score

Maria McCormack (CRD# 4673957) is an Investment Advisor Representative working at Middleton & Company Inc. in Boston, MA and has 1 year of experience in the finance industry.

7
John K. Sargent, Jr.
CRD#: 4306511
600 Atlantic Avenue, T-18, Boston, MA 02210
90
Wealthminder
score

John Sargent, Jr. (CRD# 4306511) is an Investment Advisor Representative working at Middleton & Company Inc. in Boston, MA and has 1 year of experience in the finance industry.

8
Patricia M. Schneider
CRD#: 6527099
600 Atlantic Avenue; 18th Floor, Boston, MA 02210
90
Wealthminder
score

Patricia Schneider (CRD# 6527099) is an Investment Advisor Representative working at Middleton & Company Inc. in Boston, MA and has 1 year of experience in the finance industry.

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