Strong Industry Recognition F.L.Putnam Investment Management has been recognized on the Forbes 2025 Top RIA Firms list, highlighting its reputation and credibility within the investment management industry, which can be leveraged to attract high-net-worth clients seeking top-tier advisory services.

Aggressive Growth Strategy The company’s recent acquisition of AOG Wealth Management for $330 million and the addition of multiple independent RIAs suggests an active expansion approach, indicating opportunities to offer tailored merger and acquisition advisory, integration support, or strategic investment services.

Asset Under Management Growth With assets under advisement exceeding $10 billion following recent acquisitions and investments, there is a significant scope to position specialized financial products, advanced portfolio management solutions, or discretionary investment services to this expanding client base.

Focus on High-Net-Worth Clients The firm’s focus on high-net-worth individuals, family offices, and institutional clients presents opportunities to provide premium estate planning, tax optimization, and bespoke financial planning services to deepen client relationships and growth.

Tech-Driven Presence Utilizing a modern tech stack including WordPress, Piwik, and reCAPTCHA indicates an emphasis on digital engagement and transparency, creating a potential avenue for offering innovative fintech solutions, cybersecurity enhancements, or digital client onboarding tools.