# RZH Advisors LLC

> RZH Advisors LLC is an SEC-registered investment advisory firm in Stamford, CT, registered since 2010, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated February 1, 2026.

- CRD: 125696
- Filed as: RZH ADVISORS LLC
- Legal name: Relyea Zuckerberg Hanson, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Stamford, CT
- Filing period: October 2026
- Form ADV filing dated: February 1, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/125696
- AdvisorCensus page: https://advisorcensus.com/firm/rzh-advisors-llc-stamford-ct-125696

## Quick answers

**How is RZH Advisors LLC compensated?**
On its Form ADV (Item 5.E, October 2026), RZH Advisors LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does RZH Advisors LLC charge?**
Its Form ADV Part 2A brochure dated January 30, 2026 states: Flat fee: $2,500 to $50,000 (financial planning and/or consulting services…); Hourly rate: $400 to $600 an hour (financial planning and/or consulting services…). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is RZH Advisors LLC located?**
RZH Advisors LLC's principal office is in Stamford, CT, according to its Form ADV.

**Is RZH Advisors LLC registered with the SEC or a state?**
RZH Advisors LLC is an SEC-registered investment advisory firm, registered since 2010. Status as filed: Approved. CRD 125696.

**How much does RZH Advisors LLC manage?**
RZH Advisors LLC reports $2,448,559,106 in regulatory assets under management in its Form ADV filing dated February 1, 2026 (100% discretionary).

**How have RZH Advisors LLC's assets and staff changed since 2021?**
In the Form ADV data for RZH Advisors LLC: Regulatory assets under management: $1,475,082,003 in the October 2021 data and $2,448,559,106 in the October 2026 data, up 66%. Total employees: 8 in October 2021 and 11 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does RZH Advisors LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (306); individuals (other than high net worth individuals) (145).

**Which custodians does RZH Advisors LLC use?**
RZH Advisors LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists National Financial Services LLC as a custodian holding 10% or more of its separately managed account assets.

**Does RZH Advisors LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/125696

**Does RZH Advisors LLC state an account minimum?**
Its Form ADV Part 2A brochure dated January 30, 2026 says: "When engaged to provide Wealth Management Services, inclusive of Financial Planning services, or Investment Management Services (with planning incidental to the investment management process), the Registrant generally requires a minimum asset level of $5,000,000."

**What changed in RZH Advisors LLC's recent Form ADV filings?**
In the February 2026 filing data: Regulatory assets under management went from $2,113,150,489 to $2,448,559,106 (+16%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated January 30, 2026)

- Account minimum: $5,000,000

> When engaged to provide Wealth Management Services, inclusive of Financial Planning services, or Investment Management Services (with planning incidental to the investment management process), the Registrant generally requires a minimum asset level of $5,000,000.

- Flat fee: $2,500 to $50,000 (financial planning and/or consulting services…)

> Registrant’s planning and consulting fees are negotiable, but generally range from $2,500 to $50,000 on a fixed fee basis, and from $400 to $600 on an hourly rate basis, depending upon the level and scope of the service(s) required

- Hourly rate: $400 to $600 an hour (financial planning and/or consulting services…)

> Registrant’s planning and consulting fees are negotiable, but generally range from $2,500 to $50,000 on a fixed fee basis, and from $400 to $600 on an hourly rate basis, depending upon the level and scope of the service(s) required

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- National Financial Services LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $2,448,559,106
- Discretionary: $2,448,559,106
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 145 | $109,332,843 |
| High net worth individuals | 306 | $2,337,573,588 |
| Corporations or other businesses not listed above | Fewer than 5 | $1,652,675 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2010 (16 years)
- Employees: 11 total, 7 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, CT, DC, FL, MA, MD, NC, NH, NJ, NY, RI, TX, VA, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- rzhadvisors.com
- LinkedIn @RZHADVISORSLLC
- LinkedIn @austin-doebler
- LinkedIn @breanna-gabriel-9a656441
- LinkedIn @brendan-mcewan-cfp®-371a9220
- LinkedIn @candice-fallon
- LinkedIn @carl-zuckerberg-cfp®-aif®-cima®-95977026
- LinkedIn @ivy-alexander-7b019555
- LinkedIn @jane-michener-3445936
- LinkedIn @jean-paul-atallah
- LinkedIn @lauren-rowland-72568035
- LinkedIn @spencer-cooper-6844983
- LinkedIn @susan-ecker-61561a5

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $1,475,082,003 | 8 | September 17, 2021 |
| October 2022 | $1,516,018,156 | 10 | July 20, 2022 |
| October 2023 | $1,401,647,765 | 11 | February 3, 2023 |
| October 2024 | $1,718,028,015 | 11 | March 7, 2024 |
| October 2025 | $2,113,150,489 | 11 | May 22, 2025 |
| October 2026 | $2,448,559,106 | 11 | February 1, 2026 |

Regulatory assets under management: $1,475,082,003 in the October 2021 data and $2,448,559,106 in the October 2026 data, up 66%.
Total employees: 8 in October 2021 and 11 in October 2026.

## Changes in the filing (last 12 months)

### February 2026
- Regulatory assets under management went from $2,113,150,489 to $2,448,559,106 (+16%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. RZH Advisors LLC (CRD 125696): Form ADV filing data as of October 2026.