RZH Advisors LLC

RIASEC Registered
Total AUM
$2.4B
Discretionary
$2.4B
100% of AUM
Avg account
$1.4M
Accounts
1,698
Employees
11
Advisory reps
7

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, individual-owned registered investment adviser organized as an LLC. The firm is SEC-registered (initial registration in 2010) and positions itself as a capital allocator for individual and family clients, offering financial planning, portfolio management for individuals and small businesses, and selection of third‑party advisers. Its fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements. RZH indicates an ESG-aware investment posture and provides multiform advisory services that blend in-house portfolio management with external manager selection. The firm has appeared on multiple industry lists: recognition from FA Magazine (2020), a Top 100 Financial Advisory Firms nod from CNBC (2021), and placements on Forbes’ RIA lists in 2023 and 2024.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 80%, Exchange Traded Equities 13%, Cash & Cash Equivalents 4%, State & Local Bonds 2%, US Government Bonds 1%80%
  • Public Funds/Mutual Funds80%
  • Exchange Traded Equities13%
  • Cash & Cash Equivalents4%
  • State & Local Bonds2%
  • US Government Bonds1%

Owners & executives

2 of 2
  • Spencer Cooper

    Spencer Cooper

    Chief Wealth StrategistCRD 5002273

  • Jean-paul Atallah

    Jean-paul Atallah

    Chief Operating Officer and Chief Compliance OfficerCRD 5506492

Contacts

3 of 5
  • Brendan Mcewan

    Brendan Mcewan

    Senior Financial AdvisorCRD 5835611

  • Ivy Alexander

    Ivy Alexander

    Client Service AssociateCRD 6337827

  • Carl Zuckerberg

    Carl Zuckerberg

    Founding PrincipalCRD 2215130

Unlock 2 more contacts →

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 131

Active vs passive

$1.1B in ETFs

Passive

89%

$937M

Active

2%

$113M

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD MORNINGSTAR GROWTH INDEX FUND (VUG)VanguardPassiveLarge Growth$133M1,472,26412.63%
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Location

Primary office

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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