F.L.Putnam was ranked for the sixth consecutive year on the Boston Business Journal’s annual ranking of the Largest Independent Investment Advisers in Massachusetts. The 2024 list ranks Massachusetts-based investment advisers by total assets under management as of July 15, 2024. F.L.Putnam ranked #13 in 2024.

To qualify, local investment advisers were required to submit a formal survey. Total assets under management, per the survey request, refers to any assets that generate fees. There was no fee associated with participation. For more information on the list click here.

Disclosures