F.L.Putnam was ranked on the Providence Business News annual ranking of Wealth Managers in Rhode Island. The 2022 list, which was developed by the Providence Business News research team, ranks firms by total assets for local accounts under management as of 7/31/22. This includes accounts located in Rhode Island and/or Bristol County, Mass. F.L.Putnam ranked #12 in 2022.
To qualify, local firms were required to submit a formal survey in September 2022. There was no fee associated with participation. For more information click here.