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Compound Planning was named to the Forbes “America’s Top RIA Firms” (awarded 10/10/25) and Financial Advisor Magazine’s “Top RIAs” and “50 Fastest Growing RIAs” (awarded 7/11/25). Rankings are based on 2024 year-end AUM, growth data, and SHOOK Research’s qualitative algorithm (Forbes). Forbes evaluated 28,522 firms to select the top 250 (<1%). Compound Planning did not pay a fee for these rankings. Data is verifiable via the SEC’s IAPD website. Full methodologies: Forbes | FA Mag.
