We are thrilled to share two meaningful industry recognitions recently awarded to RZH Advisors and Carl Zuckerberg!
RZH Advisors has been named to the USA Today Best Financial Advisory Firms ranking for 20251. This ranking highlights top-performing firms nationwide, selected through a combination of peer recommendations and industry research.
Additionally, Carl Zuckerberg has been recognized as a Forbes|SHOOK 2025 Best-in-State Wealth Advisor 2 for the seventh year in a row! Forbes Best-In-State Wealth Advisors list, developed by SHOOK Research, evaluates advisors based on a rigorous methodology that includes in-person interviews, industry experience, compliance records, and client retention data.
These honors are a reflection of something we never take for granted: the trust you place in us. We are deeply grateful for the relationships we’ve built and the opportunity to guide our clients through life’s most important financial decisions.
We are proud to share these milestones with our clients and friends and remain even more committed to the work ahead.
With sincere appreciation,
Your Friends at RZH
[1] USA Today Best Financial Advisory Firms 2025 was published on April 22, 2025, in partnership with USA Today and STATISTA. Companies were awarded based on performance and market appreciation, evaluated in part via an independent survey among over 30,000 clients, industry experts, and constituents. In total, the top 500 firms were included in the ranking. No compensation was exchanged in consideration for this ranking.
[2] Forbes 2025 Best-in-State Wealth Advisors was published on April 8, 2025, in partnership with Forbes and SHOOK research based on data as of December 31, 2024. Full ranking methodology can be found here. No compensation was exchanged in consideration for this ranking.