Appleton Partners Named to 2019 Financial Times 300 Top Registered Investment Advisors
For Immediate Release – Boston (July 1, 2019) – Appleton Partners, Inc. is pleased to announce it has been named to the 2019 edition of the Financial Times 300 Top Registered Investment Advisors (“FT 300 list”).1 The list recognizes top independent registered investment advisor firms (“RIAs”) from across the U.S. Appleton is 100% employee-owned and operated and has been serving the wealth management and financial planning needs of clients in a personalized, highly collaborative manner since 1986. This is the sixth annual FT 300 list, produced independently by the Financial Times (“FT”) in collaboration with Ignites Research, a subsidiary of the FT that provides business intelligence on the asset management industry.
About Appleton Partners
Appleton Partners manages $10.4 billion in separately managed and private client accounts (as of July 1, 2019). The firm’s investment expertise covers a range of asset classes and asset allocation strategies. With an emphasis on customization for individual clients, Appleton Partners invests in high-quality, liquid securities identified through rigorous proprietary research. For more information, please see www.appletonpartners.com.
Media contact: Robert Krantz; firstname.lastname@example.org; (617) 303-0788
1 Methodology: FT and Ignites Research examined the database of RIAs registered with the US Securities and Exchange Commission (“SEC”) and selected those that reported $300m or more in assets under management (“AUM”). More than 2,000 qualifying RIAs were then invited to complete an application to be considered for the FT 300 list. FT then calculated a numeric score for each RIA using a formula based on six broad factors: AUM; three-year AUM growth rate; the RIA’s age; industry certifications of key employees; SEC compliance record; and online accessibility. AUM accounted for an average of 70% to 75% of each advisor’s score. AUM growth rate accounted for an average of 15%. Appleton did not pay any fees for consideration or inclusion on the FT 300 list.