F.L.Putnam was named to the WealthManagement.com RIA Edge 100, a list of independent registered investment advisory firms that are strategically growing and reinvesting in their businesses.
The 2023 list, which was developed by the Wealth Management IQ (WMIQ) team in partnership with Discovery Data, analyzed the ADVs of all SEC-registered investment advisors. WMIQ and Discovery looked at AUM growth, ratio of employees to clients, ratio of advisors to clients, percentage of advisors with CERTIFIED FINANCIAL PLANNER™ (CFP®) certification and average client account size. Qualifying firms were limited to those that provide financial planning services, have high-net-worth individuals as more than half of their client base and manage at least $250 million in assets as of June 30, 2022.
The methodology and weighting were intended to give a clear picture of firm growth as it relates to client service. RIA Edge 100 firms are those with the most impressive growth rates combined with the best client ratios and most CFP® certifications. F.L.Putnam did not compensate WMIQ or Discovery Data to be included in the list ranking.
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