For Second Consecutive Year, Compound Planning Ranked Among Financial Advisor Magazine’s Top RIAs and 50 Fastest Growing RIAs

NEW YORK – Compound Planning, a leading digital family office committed to reimagining wealth management for next-generation advisors, today announced Financial Advisor Magazine has ranked the firm as one of America’s Top RIAs, and fifth on its list of the 50 Fastest Growing RIAs for 2025.

This marks the second consecutive year Compound has been recognized on both lists and is the latest highlight in its exponential growth, as the firm has added 17 advisors in 2025 to reach over $3 billion in AUM, in addition to adding 30 total advisors and doubling its AUM in 2024. Beyond those quantitative metrics, the firm announced the integration of multi-tiered, full-service tax services to its dashboard earlier this year.

Compound’s consistent expansion has been grounded by a sustained commitment to providing innovative, tailored wealth management solutions for their high-net-worth and ultra-high-net-worth clients, in addition to offering next-generation advisors modern technology that optimizes a proactive approach to holistic wealth management.

“We’re humbled to be recognized on these rankings for a second consecutive year, especially given the respect we have for reputable publications such as Financial Advisor Magazine,” said Alex Farman-Farmaian, co-founder and CEO of Compound. “We always strive to be an industry leader, which makes being named as a top, and fastest growing RIA even more rewarding. More importantly, however, this achievement is a direct reflection of our dedication to meeting our clients’ unique needs while fostering modern approaches to wealth management. Our team deserves tremendous credit for this recognition, and as always, we are deeply grateful to our clients for the continued trust they place in us.”

Since its inception, Compound has spearheaded digital transformation across the wealth management industry and leveraged its proprietary technology to offer clients a seamless experience to navigate complex financial landscapes and achieve their unique goals with personalized strategies.

About Compound Planning:

Compound Planning is a digital family office and tech-enabled RIA that manages over $3 billion for high-net-worth entrepreneurs, professionals, families, and retirees. The firm is reimagining wealth management for successful next-generation advisors – offering modern technology and institutional support tailored to their practice and built for growth.

For more information about Compound Planning’s approach to wealth management, visit compoundplanning.com.

Disclosure: Compound Planning, Inc. is an SEC-registered investment adviser based out of New York. The content of this material is general market commentary and/or is the personal opinion of the author or speaker which does not necessarily reflect the firm’s views or opinions. It is not legal, tax, or investment advice or any professional advice nor is it a solicitation to engage in a securities transaction. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Compound Planning is engaged, or continues to be engaged, to provide investment advisory services. Compound Planning’s total assets under management (AUM) and number of advisors referenced in this announcement are as of 1/31/2025.

Fastest Growing RIAs Award Disclosure: Compound Planning was ranked as one of Financial Advisor Magazine’s50 Fastest Growing RIAs for 2025 and 2024. The latest third-party ranking was given on 7/11/2025 and was based on data from 12/31/2023 through 12/31/2024. The 2024 third-party ranking was given on 7/12/2024 and was based on data from 12/31/2022 through 12/31/2023. This annual rating or ranking was created and tabulated by Financial Advisor Magazine. To be eligible, firms must have an AUM exceeding $500 million. Compound Planning did not pay any fee or compensation for its ranking or inclusion in the annual list. The ranking is based on data obtained by Financial Advisor Magazine from participating registered investment adviser (RIA) firms through an online survey which compared the firms’ year-end assets under management (AUM) to the previous year-end AUM. The data obtained by Financial Advisor Magazine can be verified through the Investment Adviser Public Disclosure (IAPD) website of the Securities and Exchange Commission (SEC) available at https://adviserinfo.sec.gov/.

America's Top RIAs Award Disclosure: Compound Planning was ranked as one of Financial Advisor Magazine’s America’s Top RIAs in 2025 and 2024. The latest third-party ranking was given on 7/11/2025 and was based on data as of December 31, 2024. The 2024 third-party ranking was given on 7/12/2024 and was based on data as of December 31, 2023. This third-party ranking was given on 7/12/2024 and was based on data as of December 31, 2023. This annual rating or ranking was created and tabulated by Financial Advisor Magazine. For the print edition of Financial Advisor Magazine’s 2025 and 2024 RIA survey, the ranking includes firms with AUM exceeding $1 billion as of December 31, 2024 and December 31, 2023, respectively. However, firms with under $1 billion in AUM are included in the expanded online RIA survey. Compound Planning did not pay any fee or compensation for its ranking or inclusion in the annual list. The ranking is based on the assets under management (AUM) of participating registered investment adviser (RIA) firms that were derived from data obtained by Financial Advisor Magazine through an online survey. The data obtained by Financial Advisor Magazine can be verified through the Investment Adviser Public Disclosure (IAPD) website of the Securities and Exchange Commission (SEC) available at https://adviserinfo.sec.gov/.

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Water & Wall
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