RZH Special Memo – RZH Advisors Named a Top RIA Firm by Forbes|Shook in 2024

RZH Advisors is excited to announce that we have been recognized as one of America’s Top Registered Investment Advisors (RIA) for 2024 by Forbes, in partnership with SHOOK Research, for the second year in a row!1 This prestigious ranking highlights RZH Advisors’ commitment to providing a differentiated wealth management experience and life-changing outcomes for our clients.

“We are truly honored to be included in the Forbes|SHOOK list of top RIA firms,” said Carl Zuckerberg, Founding Principal of RZH Advisors. “This recognition is a testament to the dedication of our entire team and their passion for helping our clients live life to the fullest and optimize their wealth.”

The Forbes|SHOOK ranking process is based on a rigorous methodology that includes both qualitative and quantitative factors such as client retention, revenue trends, assets under management, and industry experience. Firms are also assessed on their compliance records and best practices in client service.

This recognition further solidifies RZH Advisors’ position as a leader in the wealth management industry, and the firm remains committed to building long-term relationships with clients through a collaborative and client-centric approach.

A heartfelt THANK YOU to our clients for your trust and confidence, which means the world to us. We also wish to express our deepest gratitude to our devoted team members, whose tireless efforts, great skill, and steadfast commitment to client success are instrumental in attaining this accolade.

To review the complete Forbes|SHOOK 2024 America’s Top RIA firms and important ranking methodology, please CLICK HERE.


  1. Forbes|SHOOK 2024 America’s Top RIA Firms published October 8, 2024, using data from June 30, 2024. RZH Advisors did not provide or receive compensation for inclusion in this ranking.

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