RZH Advisors is pleased to announce that we have been recognized in the WealthManagement.com RIA Edge 100 for 20251 further underscoring our position as a leader in the wealth management space. According to WealthManagement.com, RIA Edge 100 was developed “to surface a representative group of well-managed firms that are reinvesting in their businesses, maintaining a high level of client service and, as we say here, growing by design, not by default.” (As of 2023, there were over 15,000 RIAs (registered investment advisors) in the United States according to the Securities and Exchange Commission.)2
Additionally, we are excited to announce that Carl Zuckerberg, Founding Principal, has been named to Barron’s prestigious list of the Top 1200 Advisors for 20253. This recognition reflects Carl’s dedication and commitment to delivering outstanding wealth management service to clients. Barron’s states, “The goal is to shine a spotlight on the nation’s best financial advisors, with an eye toward raising standards in the industry” and we couldn’t be prouder of Carl on this accomplishment! This is Carl’s seventh time being featured on this list.4 (As of 2023, there were approximately 321,000 financial advisors in the United States according to the US Bureau of Labor Statistics.)5
“We are grateful to receive these prestigious recognitions,” said Carl. “Being named to Barron’s Top 1200 Advisors and earning a place in the WealthManagement.com RIA Edge 100 is a testament to our team’s dedication, skillset, and the trust our clients place in us.”
RZH Advisors remains committed to providing top-tier financial advice and bespoke wealth management solutions to its clients. These recognitions further validate the firm’s mission to optimize and safeguard our clients’ wealth, empowering them to live life to the fullest while enriching the lives of those they care for.
To review the complete Barrons 2025 Top 1200 Advisors, including important ranking methodology, please click HERE.
To review the complete WealthManagement.com RIA Edge 100 for 2025, including important selection methodology, please click HERE.
[1] WealthManagement.com “RIA Edge 100 for 2025” was published on March 27, 2025, and developed by Wealthmanagement.com’s WMIQ research team in partnership with ISS MI using data from its Discovery Data MarketPro platform. Qualifying firms were limited to SEC-registered investment advisory firms that provide financial planning services, have high-net-worth individuals as more than half of their client base and manage at least $500 million in assets. The RIA Edge 100 is not a hierarchy or ranking, nor is it a subjective “best advisor” list. It is not based on business relationships, influencer status or social media popularity. Firms cannot apply for the list, and there is no cost to be included.
[2] “There were more RIAs in 2023 than ever before, but what does a typical firm look like?” InvestmentNews.com. June 21, 2024.
[3] Barron’s “2025 Top 1200 Advisor Rankings by State” was published on March 10, 2025, based on assets under management, revenue produced for the firm, regulatory record, quality of practice, and philanthropic work as of September 30, 2024. The data used in this ranking is provided by individual advisors in conjunction with regulatory databases. No compensation was exchanged in consideration for this ranking
[4] Carl Zuckerberg has appeared in the Barron’s Top 1200 Advisors list in 2009, 2010, 2014, 2015, 2016, 2024 and 2025.
[5] U.S. Bureau of Labor Statistics, Occupational Outlook Handbook, Personal Financial Advisors. August, 29, 2024.