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RZH ADVISORS LLC
Legal name: RELYEA ZUCKERBERG HANSON, LLC
CRD 125696File 801-71454
APPROVED
Retail clients
Custody
Filing as of Feb 1, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$2.45B
Top 25% of cohort (national)
Discretionary AUM
$2.45B
Clients
451
1,698 accounts
Employees
11
Above cohort median in CT
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- May 17, 2010
- Principal office
- ONE LANDMARK SQUARE, 11TH FLOOR, STAMFORD, CT, 06901
- Phone
- 203-355-0880
- Website
- HTTPS://WWW.RZHADVISORS.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $2.45B
- Discretionary AUM
- $2.45B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 1,698
- Non-discretionary accounts
- 0
- Total accounts
- 1,698
- AUM per client
- $5.4M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $1.7M |
| High net worth individuals | 306 | $2.34B |
| Individuals (other than high net worth individuals) | 145 | $109.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Feb 1, 2026 | Clients | 429 | 451 | increased by22 |
| Feb 1, 2026 | AUM | $2,113,150,489 | $2,448,559,106 | increased by$335,408,617 |
| Feb 1, 2026 | Accounts | 1,578 | 1,698 | increased by120 |
| Dec 1, 2025 vs May 1, 2025 | Clients | 432 | 429 | decreased by3 |
| Dec 1, 2025 vs May 1, 2025 | AUM | $2,121,082,609 | $2,113,150,489 | decreased by$7,932,120 |
| Dec 1, 2025 vs May 1, 2025 | Accounts | 1,628 | 1,578 | decreased by50 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 10 | 11 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 372 | 432 | increased by60 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,516,018,156 | $2,121,082,609 | increased by$605,064,453 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,209 | 1,628 | increased by419 |
| Apr 1, 2022 | Employees | 8 | 10 | increased by2 |
| Apr 1, 2022 | Clients | 354 | 372 | increased by18 |
| Apr 1, 2022 | AUM | $1,475,082,003 | $1,516,018,156 | increased by$40,936,153 |
| Apr 1, 2022 | Accounts | 1,162 | 1,209 | increased by47 |
| Oct 1, 2021 | Clients | 334 | 354 | increased by20 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “RZH ADVISORS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“RZH ADVISORS” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.