F L PUTNAM INVESTMENT MANAGEMENT CO.

RIASEC RegisteredEst. 1984

Total AUM

$9.7B

Discretionary

$9.6B

99% of AUM

Avg account

$1.2M

Accounts

7,901

Employees

160

Advisory reps

Firm details

Headquarters: LYNNFIELD, Massachusetts
CRD number: 106223
Registered since: July 30, 1984
Website: flputnam.com
Custodians: CHARLES SCHWAB & CO., INC., NATIONAL FINANCIAL SERVICES LLC, THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION
Fee structure: Percentage of AUM, Fixed Fees, Other
Client types: HNWI72.46%
Charitable Organizations18.01%
Individuals5.38%
Pension & Profit Sharing Plans1.78%
Corporations / Businesses1.42%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

F L Putnam Investment Management Co. is an independent, SEC-registered investment adviser organized as a corporation and operating since 1984. The firm serves both individual/family and institutional clients and functions as a capital allocator, offering financial planning and portfolio management across individuals, small businesses, investment companies, businesses/institutions, and pension consulting. It also provides selection-of-other-advisers services. Fee arrangements include percentage-of-AUM, fixed fees, and other structures. The firm is not identified as an active ESG investor and lists a trust company among its industry affiliations. The firm has drawn external recognition in industry rankings, including placements in publications such as Financial Times (Top 300, 2020), FA Magazine (Top RIA Firms, 2020), Forbes (Top RIA Firms, 2022 and America's Top RIA Firms, 2023 and 2024), and Barron's Top 100 RIA Firms (2023, 2024, 2025).