The Putnam Advisory Company, LLC
Boston, MA·SEC-registered · CRD #106631
The Putnam Advisory Company, LLC is an SEC-registered investment advisory firm in Boston, MA managing $33B across 97 client accounts, with 7 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$33B
Client accounts
97
Advisory staff
7
Fee model
Fee-only
How The Putnam Advisory Company, LLC is paid
Compensation arrangements disclosed on Form ADV. A fee-only firm earns fees only from clients — no product commissions.
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Common questions about The Putnam Advisory Company, LLC
How much does The Putnam Advisory Company, LLC manage?
Per its most recent SEC Form ADV filing (12/24/2025), The Putnam Advisory Company, LLC reports $33B in regulatory assets under management across roughly 97 client accounts.
How does The Putnam Advisory Company, LLC charge?
The Putnam Advisory Company, LLC is a fee-only firm. Its disclosed compensation arrangements are: % of assets. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is The Putnam Advisory Company, LLC a fiduciary?
Yes. The Putnam Advisory Company, LLC is registered with the U.S. Securities and Exchange Commission (CRD #106631), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is The Putnam Advisory Company, LLC taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks The Putnam Advisory Company, LLC and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from The Putnam Advisory Company, LLC's public SEC Form ADV filing (CRD #106631, filed 12/24/2025). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of The Putnam Advisory Company, LLC. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with The Putnam Advisory Company, LLC? Claim this profile.