Appleton Partners Cited In Forbes As A Top Wealth Manager

Appleton Partners is excited to announce that our firm was ranked 2nd among the top 100 Wealth Managers in a recent publication of Forbes.  RIA Channel ranked the top wealth management firms of 2019 on behalf of Forbes based on proprietary criteria that factored in size and growth in assets.  Firms were identified and ranked using proprietary quantitative and qualitative methodologies. Assets under management are as reported to the SEC as of November 15, 2019.

Being recognized in this manner is gratifying and we feel it speaks to the unwavering focus our firm has always placed on meeting the unique needs of our clients.

Industry recognitions or award 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-party as input variables.

https://www.forbes.com/sites/juliecooling/2019/12/12/top-100-registered-investment-advisors-rias-of-2019-ranked-by-ria-channel

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