F.L.Putnam was ranked for the fifth consecutive year on Boston Business Journal’s annual ranking of the Largest Independent Investment Advisers in Massachusetts. The 2023 list ranks Massachusetts-based investment advisers by total assets under management as of June 1, 2023. F.L.Putnam ranked #15 in 2023.
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 ranking click here.