DBA: RZH ADVISORS LLC
| Total AUM | $2.45B |
| Discretionary | $2.45B100% of AUM |
| Client Accounts | 1,698 |
| Avg Account Size | $1.4M |
| Employees | 11 |
| Peak AUM | $2.45BJan 2026 |
| AUM CAGR | +33.5% /yrover 16 yrs · 57 filings |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $2.4B | +15.4% | +20.4% | +13.0% | |
| Discretionary AUM | |||||
| Total AUM | $2.45B |
| Discretionary | $2.45B |
| Employees | 11 |
| Client Accounts | 1698 |
| Client Range | 251-500 |
Address
ONE LANDMARK SQUARE
STAMFORD CT 06901
Phone
203-355-0880
Filing History
57 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$2.4B
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
No related registrations reported
Total AUM
$2.4B
| $2.4B |
| +15.4% |
| +20.4% |
| +13.0% |
| Total Accounts | 2k | +4.3% | +8.8% | +9.3% |
| Avg Account Size | $1M | +10.7% | +10.7% | +3.4% |
| Employees | 11 | 0.0% | 0.0% | +6.7% |
| AUM / Employee | $223M | +15.4% | +20.4% | +5.9% |
Client AUM Segments | |||||
| Wealth AUM | $2.4B | +15.4% | +20.4% | +13.0% | |
| Institutional AUM | $2M | +10.6% | +21.6% | — | |
Client Count Segments | |||||
| HNW Clients | 145 | +7.4% | +7.1% | +6.4% | |
| Individuals | 306 | +3.0% | +3.5% | +6.3% | |