Middleton & Company Inc.

Middleton & Company Inc. (CRD# 104549) is a financial advisory firm headquartered in Boston, MA. They manage $643,603,985 in 474 accounts and serve the financial needs of clients across 11 states (or territories).

By the Numbers
  • Total Assets Under Management
    644
    MILLION
  • Total Number of Accounts
    474
    ACCOUNTS
  • Average Account Value
    $1,357,814
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, RI, SC, VA, VT

Financial Advisors at Middleton & Company Inc.
Showing 1 - 10 of 10 top financial advisors.
1
Adam M. Grossman
CRD#: 5621622
600 Atlantic Avenue; 18th Floor, Boston, MA 02210
101
Wealthminder
score

Adam Grossman (CRD# 5621622) is an Investment Advisor Representative working at Middleton & Company Inc. in Boston, MA and has over 9 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 32 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 28 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
Patricia M. Schneider
CRD#: 6527099
600 Atlantic Avenue; 18th Floor, Boston, MA 02210
95
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.

5
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 20 years of experience in the finance industry.

6
Donna M. Scotti
CRD#: 2003205
600 Atlantic Avenue; 18th Floor, Boston, MA 02210
93
Wealthminder
score

Donna Scotti (CRD# 2003205) is an Investment Advisor Representative working at Middleton & Company Inc. in Boston, MA and has over 27 years of experience in the finance industry.

7
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 20 years of experience in the finance industry.

8
Robert G. Bruch
CRD#: 6699901
600 Atlantic Avenue; 18th Floor, Boston, MA 02210
90
Wealthminder
score

Robert Bruch (CRD# 6699901) is an Investment Advisor Representative working at Middleton & Company Inc. in Boston, MA and has 1 year of experience in the finance industry.

9
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.

10
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.

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