APPLETON PARTNERS, INC.
CRD #110049 SEC #801-29384 BOSTON, MA 617-338-0700
SEC Registered
Total AUM
$13.5B
Discretionary
$13.5B
Employees
61
Clients
101
Accounts
7,414
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2025 | $13.5B | $13.5B | $0 | 61 | 0 |
| Jun 2025 | $13.5B | $13.5B | $0 | 61 | 0 |
| Jun 2025 | $13.5B | $13.5B | $0 | 61 | 0 |
| Mar 2025 | $13.5B | $13.5B | $0 | 61 | 0 |
| Aug 2024 | $12.7B | $12.7B | $0 | 58 | 0 |
| Mar 2024 | $12.7B | $12.7B | $0 | 58 | 0 |
| Mar 2023 | $12.1B | $12.1B | $0 | 58 | 0 |
| Nov 2022 | $12.5B | $12.5B | $0 | 54 | 0 |
| Mar 2022 | $12.5B | $12.5B | $0 | 54 | 0 |
| Mar 2022 | $12.5B | $12.5B | $0 | 54 | 0 |
| Apr 2021 | $12.4B | $12.4B | $0 | 54 | 0 |
| Mar 2021 | $12.4B | $12.4B | $0 | 54 | 0 |
| Oct 2020 | $11.2B | $11.2B | $0 | 51 | 0 |
| Jul 2020 | $11.2B | $11.2B | $0 | 51 | 0 |
| Jun 2020 | $11.2B | $11.2B | $0 | 51 | 0 |
| Apr 2020 | $11.2B | $11.2B | $0 | 51 | 0 |
| Mar 2020 | $11.2B | $11.2B | $0 | 51 | 0 |
| May 2019 | $10.2B | $10.2B | $0 | 49 | 0 |
| May 2019 | $10.2B | $10.2B | $0 | 49 | 0 |
| Mar 2019 | $9.7B | $9.7B | $0 | 49 | 0 |
| Jan 2019 | $9.1B | $9.1B | $0 | 47 | 0 |
| Mar 2018 | $9.1B | $9.1B | $0 | 47 | 0 |
| Jan 2018 | $8.3B | $8.3B | $0 | 45 | 0 |
| Mar 2017 | $8.3B | $8.3B | $0 | 45 | 4,300 |
| Oct 2016 | $7.3B | $7.3B | $0 | 45 | 3,900 |
| Mar 2016 | $7.3B | $7.3B | $0 | 45 | 3,900 |
| Feb 2016 | $6.6B | $6.6B | $0 | 42 | 3,500 |
| Mar 2015 | $6.6B | $6.6B | $0 | 42 | 3,500 |
| Jun 2014 | $6.1B | $6.1B | $0 | 37 | 3,200 |
| May 2014 | $6.1B | $6.1B | $0 | 37 | 3,200 |
| Mar 2014 | $6.1B | $6.1B | $0 | 37 | 3,200 |
| Mar 2014 | $6.1B | $6.1B | $0 | 37 | 3,200 |
| Oct 2013 | $5.4B | $5.4B | $0 | 35 | 2,400 |
| Mar 2013 | $5.4B | $5.4B | $0 | 35 | 2,400 |
| Apr 2012 | $4.9B | $4.9B | $0 | 11 | 2,000 |
| Apr 2012 | $4.9B | $4.9B | $0 | 11 | 2,000 |
| Mar 2012 | $4.9B | $4.9B | $0 | 11 | 2,000 |
| Mar 2011 | $4B | $4B | $0 | -- | -- |
| Mar 2010 | $3.9B | $3.9B | $0 | -- | -- |
| Mar 2008 | $2.5B | $2.5B | $0 | -- | -- |
| Mar 2007 | $2.1B | $2.1B | $0 | -- | -- |
| Feb 2006 | $2.1B | $2.1B | $0 | -- | -- |
| Jan 2006 | $2B | $2B | $0 | -- | -- |
| Jan 2005 | $1.9B | $1.9B | $0 | -- | -- |
| Mar 2004 | $1.9B | $1.9B | $0 | -- | -- |
| Nov 2003 | $1.6B | $1.6B | $0 | -- | -- |
| Apr 2002 | $1.4B | $1.4B | $0 | -- | -- |
DateJul 2025
Total AUM$13.5B
Discretionary$13.5B
Non-Disc.$0
Employees61
Clients0
DateJun 2025
Total AUM$13.5B
Discretionary$13.5B
Non-Disc.$0
Employees61
Clients0
DateJun 2025
Total AUM$13.5B
Discretionary$13.5B
Non-Disc.$0
Employees61
Clients0
DateMar 2025
Total AUM$13.5B
Discretionary$13.5B
Non-Disc.$0
Employees61
Clients0
DateAug 2024
Total AUM$12.7B
Discretionary$12.7B
Non-Disc.$0
Employees58
Clients0
DateMar 2024
Total AUM$12.7B
Discretionary$12.7B
Non-Disc.$0
Employees58
Clients0
DateMar 2023
Total AUM$12.1B
Discretionary$12.1B
Non-Disc.$0
Employees58
Clients0
DateNov 2022
Total AUM$12.5B
Discretionary$12.5B
Non-Disc.$0
Employees54
Clients0
DateMar 2022
Total AUM$12.5B
Discretionary$12.5B
Non-Disc.$0
Employees54
Clients0
DateMar 2022
Total AUM$12.5B
Discretionary$12.5B
Non-Disc.$0
Employees54
Clients0
DateApr 2021
Total AUM$12.4B
Discretionary$12.4B
Non-Disc.$0
Employees54
Clients0
DateMar 2021
Total AUM$12.4B
Discretionary$12.4B
Non-Disc.$0
Employees54
Clients0
DateOct 2020
Total AUM$11.2B
Discretionary$11.2B
Non-Disc.$0
Employees51
Clients0
DateJul 2020
Total AUM$11.2B
Discretionary$11.2B
Non-Disc.$0
Employees51
Clients0
DateJun 2020
Total AUM$11.2B
Discretionary$11.2B
Non-Disc.$0
Employees51
Clients0
DateApr 2020
Total AUM$11.2B
Discretionary$11.2B
Non-Disc.$0
Employees51
Clients0
DateMar 2020
Total AUM$11.2B
Discretionary$11.2B
Non-Disc.$0
Employees51
Clients0
DateMay 2019
Total AUM$10.2B
Discretionary$10.2B
Non-Disc.$0
Employees49
Clients0
DateMay 2019
Total AUM$10.2B
Discretionary$10.2B
Non-Disc.$0
Employees49
Clients0
DateMar 2019
Total AUM$9.7B
Discretionary$9.7B
Non-Disc.$0
Employees49
Clients0
DateJan 2019
Total AUM$9.1B
Discretionary$9.1B
Non-Disc.$0
Employees47
Clients0
DateMar 2018
Total AUM$9.1B
Discretionary$9.1B
Non-Disc.$0
Employees47
Clients0
DateJan 2018
Total AUM$8.3B
Discretionary$8.3B
Non-Disc.$0
Employees45
Clients0
DateMar 2017
Total AUM$8.3B
Discretionary$8.3B
Non-Disc.$0
Employees45
Clients4,300
DateOct 2016
Total AUM$7.3B
Discretionary$7.3B
Non-Disc.$0
Employees45
Clients3,900
DateMar 2016
Total AUM$7.3B
Discretionary$7.3B
Non-Disc.$0
Employees45
Clients3,900
DateFeb 2016
Total AUM$6.6B
Discretionary$6.6B
Non-Disc.$0
Employees42
Clients3,500
DateMar 2015
Total AUM$6.6B
Discretionary$6.6B
Non-Disc.$0
Employees42
Clients3,500
DateJun 2014
Total AUM$6.1B
Discretionary$6.1B
Non-Disc.$0
Employees37
Clients3,200
DateMay 2014
Total AUM$6.1B
Discretionary$6.1B
Non-Disc.$0
Employees37
Clients3,200
DateMar 2014
Total AUM$6.1B
Discretionary$6.1B
Non-Disc.$0
Employees37
Clients3,200
DateMar 2014
Total AUM$6.1B
Discretionary$6.1B
Non-Disc.$0
Employees37
Clients3,200
DateOct 2013
Total AUM$5.4B
Discretionary$5.4B
Non-Disc.$0
Employees35
Clients2,400
DateMar 2013
Total AUM$5.4B
Discretionary$5.4B
Non-Disc.$0
Employees35
Clients2,400
DateApr 2012
Total AUM$4.9B
Discretionary$4.9B
Non-Disc.$0
Employees11
Clients2,000
DateApr 2012
Total AUM$4.9B
Discretionary$4.9B
Non-Disc.$0
Employees11
Clients2,000
DateMar 2012
Total AUM$4.9B
Discretionary$4.9B
Non-Disc.$0
Employees11
Clients2,000
DateMar 2011
Total AUM$4B
Discretionary$4B
Non-Disc.$0
Employees--
Clients--
DateMar 2010
Total AUM$3.9B
Discretionary$3.9B
Non-Disc.$0
Employees--
Clients--
DateMar 2008
Total AUM$2.5B
Discretionary$2.5B
Non-Disc.$0
Employees--
Clients--
DateMar 2007
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$0
Employees--
Clients--
DateFeb 2006
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$0
Employees--
Clients--
DateJan 2006
Total AUM$2B
Discretionary$2B
Non-Disc.$0
Employees--
Clients--
DateJan 2005
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$0
Employees--
Clients--
DateMar 2004
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$0
Employees--
Clients--
DateNov 2003
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees--
Clients--
DateApr 2002
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees--
Clients--