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 Registered Investment Advisor organized as an LLC and operating since 2010. The firm focuses on individual and family clients, offering financial planning, portfolio management for individuals and small businesses, and the selection of third‑party advisers. Its fee model includes asset‑based fees, hourly charges, and fixed fees. RZH describes itself as a capital allocator and identifies as an active ESG investor. The firm has been recognized in industry rankings, including mentions by FA Magazine (2020), CNBC’s Top 100 Financial Advisory Firms (2021), and listings in Forbes’ RIA firm coverage in both 2023 and 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 2SPENCER COOPER
Chief Wealth StrategistCRD 5002273
JEAN-PAUL ATALLAH
Chief Operating Officer and Chief Compliance OfficerCRD 5506492
Contacts
3 of 5CARL 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 118Active vs passive
$834M in ETFs
90%
$746M
3%
$87.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD GROWTH INDEX FUND (VUG) | Vanguard | Passive | Large Growth | $108M | 246,527 | 12.92% |
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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