F.L.Putnam Investment Management Achieves Top Rank by Forbes for Fourth Year in a Row

F.L.Putnam Investment Management Recognized by Forbes

F.L.Putnam Investment Management Company is making waves in the finance industry as it is listed among the leading registered investment advisor (RIA) firms in the United States. Each year, Forbes releases its rankings for the top RIA firms, and in 2025, F.L.Putnam has once again secured a prestigious spot on this list. This marks the fourth consecutive year that the firm has earned such recognition, highlighting its sustained excellence and commitment to client service.

Leadership's Insight

Tom Manning, the CEO of F.L.Putnam, expressed his pride in this achievement, stating, "It's an honor to be named as one of America's top registered investment advisor firms by Forbes for the fourth consecutive year. This achievement reflects the momentum we are building and our team's dedication to helping clients make confident and informed financial decisions."

Manning emphasized the firm’s ongoing commitment to investing in its personnel, enhancing its service capabilities, and improving the overall client experience. These foundational principles have long guided F.L.Putnam and continue to shape its trajectory in the investment management sector.

Forbes 2025 Top RIA Firms List

The Forbes list features 250 independent advisory firms that collectively manage over $1.9 trillion in assets. The rankings are the result of an extensive evaluation process handled by SHOOK Research, which utilizes a combination of qualitative and quantitative data. To compile the list, firms are evaluated based on several criteria, including revenue growth, assets under management, compliance history, and overall industry experience.

Firms listed on the Forbes 2025 Top RIA Firms list are selected based on detailed surveys they must complete, with no fees required for participation—ensuring the selection is based strictly on merit.

F.L.Putnam's Commitment to Clients

F.L.Putnam takes pride in offering a diverse set of financial services. As a registered investment advisor, the firm caters to various clients, including individuals, family offices, endowments, foundations, and other RIAs. They provide comprehensive solutions in investment, financial planning, trust services, and family office management, all aimed at helping clients build and preserve their wealth over time.

Headquartered in Lynnfield, Massachusetts, F.L.Putnam has been a trusted partner for clients nationwide for more than 40 years. The firm's longevity in the industry signifies not only its resilience but also its ability to adapt and thrive in evolving market conditions.

Looking Ahead

As F.L.Putnam looks towards the future, the firm remains dedicated to its mission of helping clients achieve their financial goals. Manning's statement reflects both confidence in their strategy and enthusiasm for the successes yet to come. The firm's team of experts is committed to continual improvement and innovation to enhance their offerings and service delivery.

In an era where financial literacy and guidance are more vital than ever, recognitions like that from Forbes underscore the importance of reliability and expertise in investment management. F.L.Putnam's consistent performance not only bolsters its standing in the industry but also reinforces trust among its clients, making it a firm to watch in the coming years.

For more information about F.L.Putnam and to stay updated with their services and insights, visit www.flputnam.com or follow them on LinkedIn.

Important Disclaimers

It is crucial to note that while F.L.Putnam is registered with the SEC, this is not an indication of its investment skill or experience. Moreover, awards or recognitions should not be misinterpreted as endorsements. All investments carry certain risks, including the potential loss of principal, and past performance is not a guarantee of future results.