News & Announcements


Appleton Named to 2023 List of Largest Independent Investment 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 6th largest in total assets under management as of June 1, 2023.  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, per the BBJ survey request, is as of June 1, 2023, except as follows:  Data for Welch & Forbes is as of 3/31/23; Data for Ropes Wealth Advisors is as of 12/31/22; Data for Mayflower Advisors is as of 3/31/23; AUM data for Eastern Bank/Eastern Wealth Management is as of 12/31/22. 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.  

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Appleton adds Oana Bandar, CFA and Tristan Lau to Appleton's Municipal Team...
Thomas Hagstrom, CFA, has been named Director of Business Development, Private Client Services. He joins Appleton Partners from Charles Schwab & Co. where he served as Managing Director and Head, Client Portfolio Strategist Group.
Appleton is proud to announce that our firm was identified as the 5th largest fee-only RIA in the Northeast Region by Investment News for 2023.