September 18

Appleton Partners Supports the Boston Estate Planning Council
as a 2019-2020 Annual Corporate Sponsor

Appleton Partners is very pleased to be a Gold sponsor of The Boston Estate Planning Council.  That’s because our relationship shares a common mission, namely helping individuals and families achieve their personal financial planning goals. The values and attributes established upon our firm’s founding in 1986 remain integral to all that we do today.

Learn More

August 29

Appleton Partners Ranked Among Largest National RIAs By Investment News

Investment News included Appleton Partners on its Investment News RIA Rundown 2019 ranked by discretionary assets under management.  We are pleased to be cited among many of the most prestigious firms in the industry.

Learn More

July 10

Nathan Harris Interviewed on TD Ameritrade Network

Hear Nathan Harris, Co-Director of Municipal Research, discuss the municipal and treasury markets on 7/10/19 on “Morning Market Live”, a TDAmeritrade broadcast channel streaming financial news and education content.  @TDANetwork

Learn More

July 01

Appleton Partners Named to 2019 Financial Times 300 Top Registered Investment Advisors

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”). 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.

Learn More