F.L.Putnam was ranked for the eighth consecutive year on Financial Advisor Magazine’s list of the top independent registered investment advisors by year-end assets as of 12/31/23. The firm was also featured on Financial Advisor Magazine’s Top 50 Fastest-Growing Firms list, which ranks independent registered investment advisors with more than $500 million in AUM by % growth in assets from 2022-2023.

To be eligible for the Financial Advisor Magazine Survey & Top Ranking, firms must be independent registered investment advisors, file their own ADV statement with the SEC, and provide financial planning and related services to individual clients. Firms were also required to submit a formal survey. There was no fee associated with participation. For more information on the ranking click here.