RZH Advisors LLC
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
FINTRXOverview
RZH Advisors LLC is an independent, SEC-registered RIA formed in 2010 and organized as an LLC. The firm serves individual and family clients and positions itself as a capital allocator that sources external managers in addition to providing direct portfolio management. Core advisory services include financial planning, discretionary portfolio management for individuals and small businesses, and the selection of third‑party advisers. Its fee menu includes percentage‑of‑AUM billing alongside hourly and fixed‑fee arrangements. The firm reports being an active ESG investor and has been recognized in industry lists published by FA Magazine (2020), CNBC (2021) and Forbes (2023, 2024).
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds80%
- Exchange Traded Equities13%
- Cash & Cash Equivalents4%
- State & Local Bonds2%
- US Government Bonds1%
Owners & executives
2 of 2
Spencer Cooper
Chief Wealth StrategistCRD 5002273
Jean-paul Atallah
Chief Operating Officer and Chief Compliance OfficerCRD 5506492
Contacts
3 of 5
Carl Zuckerberg
Founding PrincipalCRD 2215130
Ivy Alexander
Client Service AssociateCRD 6337827
Lauren Rowland
PrincipalCRD 5814420
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 131Active vs passive
$1B in ETFs
90%
$925M
3%
$99.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD GROWTH INDEX FUND (VUG) | Vanguard | Passive | Large Growth | $129M | 1,495,364 | 12.58% |
Location
Stamford, CT
Fairfield
Location
Stamford, CT
Headquartered in Stamford, CT, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- Fairfield
- Address
- 1 Landmark Sq
- Time zone
- ET (UTC-5)
- Office locations
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