LYNNFIELD, Mass., September 30, 2025 – F.L.Putnam Investment Management Company today announced that it has been named to the Barron’s 2025 Top 100 RIA Firms list.
The list ranks independent advisory companies based on assets managed by the firms, growth, technology spending, succession planning, and other metrics. This marks the third year that F.L.Putnam has been named a top registered investment advisor by Barron’s.
“Being recognized on the Barron’s list again this year is an honor,” said Tom Manning, CEO of F.L.Putnam. “This acknowledgment reflects our team’s unwavering commitment to innovation and delivering tangible results for our clients. We are excited to continue raising the bar and shaping the future of wealth management.”
To be eligible for Barron’s Top 100 RIA Firms list, firms must primarily serve personal wealth clients, provide fee-based investment advice and financial planning services, and file their own ADV statement with the SEC. Firms were required to submit a formal survey. There was no fee associated with participation. To view the full list ranking and methodology click here.