Firm profile

APPLETON PARTNERS, INC.

BOSTON, MACRD 110049Latest ADV March 23, 2026

Appleton Partners, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Boston, MA. Its latest Form ADV filing, dated March 23, 2026, reports $12.6B in regulatory assets under management, 59 employees, and 7,106 accounts.

Assets Under Management
$12.6B
Employees
59
Offices
--
Total Clients
6,112
Primary office
BOSTON, MA
ONE POST OFFICE SQUARE, 5TH FLOOR, BOSTON, MA, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

3 roles identified
CEODouglas C. Chamberlain
CCOMichael T. Howard
COORobert A. Krantz

Advisory services offered

6 types reported
Educational seminars/workshops
Financial Planning Services
Portfolio management for businesses

Fee models offered

1 types reported
Asset based fees
Sources checked May 13, 2026

Client Coverage Demographics

Top client segmentCLIENTS FROM THIRD-PARTY PLATFORMS AND/OR THIRD-PARTY MANAGERS THAT ARE NOT IDENTIFIED TO THE REGISTRANT. represent 86.9% of total clients.
Top client categories% of clientsClients
1
CLIENTS FROM THIRD-PARTY PLATFORMS AND/OR THIRD-PARTY MANAGERS THAT ARE NOT IDENTIFIED TO THE REGISTRANT.
86.9%
5,314
2
HNWI
7.2%
443
3
Individuals
5.5%
339
4
Charitable
0.2%
11
5
Corporations
0.1%
4
Additional categories (<0.1%)
Government<5 clients
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
State or municipal government entities (including govt. pension plans)<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$12.6Bas of March 23, 2026
Discretionary100.0%
$12.6B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Latest AUM$12.6B
Total Accounts7,106
10Y AUM Change+$4.3B (+51.6%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees59
Clients per Employee104:1
10Y Employee Change+14 (+31.1%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.