Appleton Partners Included on List of the Largest Independent Advisers in Massachusetts
Appleton Partners was ranked as the 5th largest Independent Adviser in Massachusetts by the Boston Business Journal based on discretionary assets under management and the 7th largest in total assets under management as of June 1, 2022. Appleton is 100% employee-owned and operated and has been serving the wealth management and financial planning needs of families, individuals, non-profits, and other institutions in a personalized manner since 1986.
Information was locally researched by Associate Editors/Researchers from the Boston Business Journal. Rankings were determined by total assets under management among Mass-based advisors. Data is as of June 1, 2022, except for the following: Data for Fiduciary Trust Co., Welch & Forbes, Trillium Asset Management and Prio Wealth is as of 3/31/2022; data for Sentinel Pension Advisors and Eastern Bank/Eastern Wealth Management is as of 12/31/2021; for Wellesley Asset Management, AUM data is as of 4/30/2022. Industry recognitions or awards should not be construed as an endorsement or a recommendation to retain Appleton Partners by the ranking entity or any regulatory authority. Any rankings or awards cited were provided by independent third parties based on their predetermined evaluation criteria. Appleton Partners neither provided any financial remuneration to these third parties nor exercised any influence or control over the criteria used or the results generated, other than providing or making available, directly or indirectly, objective numerical data that could have been used by third parties as input variables.