A complete list of active advisors currently associated with RZH Advisors LLC

Warmer can help you find a great advisor at RZH Advisors LLC or one who fits your needs even better.

RZH Advisors provides wealth management — combining financial planning and discretionary investment management — to individuals, high‑net‑worth clients, trusts, estates and charitable organizations. The firm manages over $2.4 billion across roughly 450 client relationships while operating with a compact advisory team of seven professionals. The firm typically implements diversified allocations using mutual funds, exchange‑traded funds, independent sub‑advisers and, where appropriate, private and interval funds, and it may utilize Dimensional Fund Advisors (DFA) vehicles. RZH treats cash as an asset class, uses account‑aggregation tools and generally recommends large custodians for execution and custody, and it will not purchase cryptocurrencies on a discretionary basis without express client authorization. Noteworthy differences from many peers include providing ongoing advisory services for assets held in donor‑advised funds and including those assets in reported AUM, offering divorce‑consultation financial planning, and the selective use of interval funds that carry liquidity restrictions. The firm also maintains formal service and technology arrangements with major custodians that provide research and practice‑management benefits contingent on maintaining a substantial custodian asset threshold, and it may waive its usual asset minimums in select circumstances.

To learn more about the advisors currently working at RZH Advisors LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.