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F.L.Putnam Investment Management Company Shines Again in Barron’s Rankings

On September 30, 2025, F.L.Putnam Investment Management Company proudly announced its inclusion in the prestigious Barron's 2025 Top 100 RIA Firms list. This annual ranking highlights the best independent advisory firms based on several substantial criteria, including managed assets, growth rates, technology investments, and effective succession planning. This recognition marks the third consecutive year for F.L.Putnam on this esteemed list.

A Testament to Commitment and Innovation

Tom Manning, CEO of F.L.Putnam, expressed his pride, stating, "Being recognized on the Barron's list again this year is an honor. This acknowledgment reflects our team's unwavering commitment to innovation and delivering tangible results for our clients. We are excited to continue raising the bar and shaping the future of wealth management." This statement highlights the firm’s dedication to excellence in financial services and underlines its ongoing strategy of adapting to the dynamic landscape of wealth management.

To qualify for the Barron's Top 100 RIA Firms list, advisory firms must primarily cater to personal wealth clients, provide fee-based investment advice and financial planning services, and file their own ADV statements with the SEC. Additionally, firms are required to submit a formal survey without any fees involved for participation. For those interested, the full ranking and the methodology employed to determine these firms can be accessed through Barron's platform.

About F.L.Putnam Investment Management Company

Founded over 40 years ago and headquartered in Lynnfield, Massachusetts, F.L.Putnam has carved out a significant reputation in the finance sector. The firm serves a diverse clientele that includes individuals, single and multi-family offices, endowments, foundations, and other RIAs. F.L.Putnam offers a comprehensive suite of services, including investment management, financial planning, trust services, and family office solutions aimed at helping clients effectively build, preserve, and manage their wealth.

As a registered investment advisor, the firm adheres to a strict ethical guideline, ensuring that its clients receive personalized and insightful advice tailored to their unique needs and goals. Furthermore, F.L.Putnam maintains a strong commitment to transparency, as emphasized by the firm's compliance with all regulatory requirements, including registration with the SEC.

Continuing the Tradition of Excellence

F.L.Putnam's repeated recognition by Barron's serves not only as validation of its services but also as a promise to its clients of ongoing dedication and service excellence. With financial markets continually evolving, the firm is poised to adapt and thrive, aiming to set new standards in wealth management.

To learn more about F.L.Putnam Investment Management Company and discover how they can assist in achieving your financial goals, please visit www.flputnam.com or connect with them on LinkedIn. There, you can stay updated on the latest news and developments within the firm and learn about their innovative practices in the investment management sector.

The journey forward for F.L.Putnam reflects a steadfast resolve to not only meet but exceed the expectations of clients and the industry alike. With strategic foresight and a keen dedication to client success, F.L.Putnam continues to lead in the financial advisory space.