← Directory
APPLETON PARTNERS, INC.
CRD 110049File 801-29384
APPROVED
Retail clients
Custody
Filing as of Mar 23, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$12.55B
Top 10% of cohort (national)
Discretionary AUM
$12.55B
Clients
798
7,106 accounts
Employees
59
Top 25% of cohort in MA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Feb 10, 1987
- Principal office
- ONE POST OFFICE SQUARE, 5TH FLOOR, BOSTON, MA, 02109
- Phone
- 617-338-0700
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $12.55B
- Discretionary AUM
- $12.55B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 7,106
- Non-discretionary accounts
- 0
- Total accounts
- 7,106
- AUM per client
- $15.7M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $27.6M |
| Charitable organizations | 11 | $78.9M |
| High net worth individuals | 443 | $1.84B |
| State or municipal government entities | Fewer than 5 | $413K |
| Individuals (other than high net worth individuals) | 339 | $358.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Other
- Publications
- Financial planning services
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 17, 2026 | Clients | 6112 | 798 |
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.