RZH Advisors LLC

RIASEC Registered

Total AUM

$2.4B

Discretionary

$2.4B

100% of AUM

Avg account

$1.4M

Accounts

1,698

Employees

Advisory reps

Firm details

Headquarters: Stamford, Connecticut
CRD number: 125696
Registered since: May 17, 2010
Website: rzhadvisors.com
Custodians: NATIONAL FINANCIAL SERVICES LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI95.47%
Individuals4.47%
Corporations / Businesses0.07%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

RZH Advisors LLC is an independent registered investment adviser organized as an LLC and registered with the SEC in 2010. The firm is owner-operated and focuses on individual and family clients, providing financial planning, discretionary portfolio management for individuals and small businesses, and the selection of other advisers. Its fee arrangements include percentage-of-AUM billing plus the ability to charge hourly and fixed fees. RZH positions itself as a capital allocator that blends in-house management with third‑party managers and identifies as an active ESG investor. The firm has been recognized in industry lists and outlets, including FA Magazine (2020), CNBC (Top 100 Financial Advisory Firms, 2021), and Forbes (America's Top RIA Firms, 2023 and Top RIA Firms, 2024).