Insights

High Net Worth Focus RZH Advisors specializes in serving high-net-worth individuals and multi-generational families, particularly those in transition such as retirees and women managing finances independently. This indicates potential opportunities to offer tailored investment solutions, estate planning tools, and concierge financial services aimed at wealthy clients seeking personalized wealth management.

Recognition and Credibility Ranked no. 46 on CNBC’s Financial Advisor 100 list in 2021, RZH Advisors has established a strong industry reputation. This recognition can be leveraged to position complementary premium financial products, advanced advisory services, or strategic partnerships aimed at clients valuing top-tier expertise and credibility.

Investment Activity Recent investment of $237,000 in iShares MSCI USA Quality Factor ETF highlights an active and diversified investment approach. This presents an opportunity to promote advanced investment products, ETF-based strategies, and asset management solutions tailored for clients interested in quality-focused portfolios.

Technology Stack Utilizing tools like PWA, Google Analytics, and Bootstrap suggests modern digital infrastructure aimed at enhancing client engagement. This opens prospects for offering innovative digital financial planning platforms, client portals, and data-driven advisory services tailored to tech-savvy affluent clients.

Market Position and Revenue With revenues between 25 and 50 million dollars, RZH Advisors operates in a lucrative segment of the wealth management industry. There are opportunities to collaborate on high-value investment products, premium wealth management solutions, and financial planning services designed for clients seeking sophisticated, comprehensive strategies.

RZH Advisors Tech Stack

RZH Advisors uses 8 technology products and services including Twemoji, jQuery Migrate, PWA, and more. Explore RZH Advisors's tech stack below.

  • Twemoji
    Font Scripts
  • jQuery Migrate
    Javascript Libraries
  • PWA
    Miscellaneous
  • PHP
    Programming Languages
  • ZURB Foundation
    UI Frameworks
  • Bootstrap
    UI Frameworks
  • Google Analytics
    Web Analytics
  • Gravity Forms
    Web Platform Extensions

RZH Advisors's Email Address Formats

RZH Advisors uses at least 1 format(s):
RZH Advisors Email FormatsExamplePercentage
FirstL@rzhadvisors.comJohnD@rzhadvisors.com
42%
Last@rzhadvisors.comDoe@rzhadvisors.com
10%
FirstLast@rzhadvisors.comJohnDoe@rzhadvisors.com
6%
FirstL@rzhadvisors.comJohnD@rzhadvisors.com
42%

Frequently Asked Questions

Where is RZH Advisors's headquarters located?

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RZH Advisors's main headquarters is located at Landmark Square, 11th Floor. The company has employees across 1 continents, including North America.

What is RZH Advisors's official website and social media links?

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RZH Advisors's official website is rzhadvisors.com and has social profiles on LinkedIn.

How much revenue does RZH Advisors generate?

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As of December 2025, RZH Advisors's annual revenue is estimated to be $449K.

What is RZH Advisors's SIC code NAICS code?

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RZH Advisors's SIC code is 8742 - Management Consulting Services NAICS code is 5239 - Other Financial Investment Activities.

How many employees does RZH Advisors have currently?

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As of December 2025, RZH Advisors has approximately 11 employees across 1 continents, including North America. Key team members include Chief Risk Strategist: J. R.Principal, Chief Operating Officer & Chief Compliance Officer: J. P. A.Principal, Chief Investment Strategist: C. Z.. Explore RZH Advisors's employee directory with LeadIQ.

What industry does RZH Advisors belong to?

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RZH Advisors operates in the Investment Management industry.

What technology does RZH Advisors use?

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RZH Advisors's tech stack includes TwemojijQuery MigratePWAPHPZURB FoundationBootstrapGoogle AnalyticsGravity Forms.

What is RZH Advisors's email format?

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RZH Advisors's email format typically follows the pattern of FirstL@rzhadvisors.com. Find more RZH Advisors email formats with LeadIQ.

When was RZH Advisors founded?

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RZH Advisors was founded in 2000.

RZH Advisors

Investment ManagementConnecticut, United States11-50 Employees

Founded in 2000, RZH Advisors is an SEC Registered Investment Advisor and is an independent, partner-owned, wealth management firm located in Stamford, CT. RZH provides comprehensive wealth management services to affluent individuals and multi-generational families. We empower you to be comfortable with your wealth, enjoy your wealth and be confident that your family is protected from the financial uncertainties of life. Our approach to financial planning and deep client interaction has allowed us to be very selective focusing on HNW individuals and families in transition, women on their own for the first time financially, retiring executives and management of trust assets. 

Specializing in complex financial situations, where diverse assets and family dynamics can be challenging, our firm has built a reputation for objectivity and care by crafting meaningful and effective planning solutions. Areas of expertise include; inter-generational comprehensive financial planning, cash flow planning and tax strategy, investment planning and management, risk management and planning, trust management, wealth preservation and transition. 

We appreciate your interest in RZH Advisors, LLC. Together, we can work to develop and execute a comprehensive financial strategy aligned with your financial goals. Please contact us at info@rzhadvisors.com or call 203.355.0880 to arrange a consultation.

Section iconCompany Overview

Headquarters
Landmark Square, 11th Floor
SIC Code
8742 - Management Consulting Services
NAICS Code
5239 - Other Financial Investment Activities
Founded
2000
Employees
11-50

Section iconFunding & Financials

  • $25M$50M

    RZH Advisors's revenue is estimated to be in the range of $25M$50M

Section iconFunding & Financials

  • $25M$50M

    RZH Advisors's revenue is estimated to be in the range of $25M$50M

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