Rmr Wealth Builders, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Montclair, NJ. Its latest Form ADV filing, dated April 15, 2026, reports $2.9B in regulatory assets under management, 64 employees, 23 offices, and 5,069 accounts.
Assets Under Management
$2.9B
Employees
64
Offices
23 offices
Total Clients
2,099
Primary office
MONTCLAIR, NJ
111 GROVE STREET, SUITE 203, MONTCLAIR, NJ, United States
Top client segmentIndividuals represent 68.7% of total clients.
Top client categories% of clientsClients
1
Individuals
68.7%
1,443
2
HNWI
22.1%
464
3
Corporations
9.0%
189
Additional categories (<0.1%)
Investment Cos.<5 clients
Pension Plans<5 clients
Charitable<5 clients
Categories with <5 clients
Charitable Organizations<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$2.9Bas of April 15, 2026
Discretionary82.3%
$2.4B
82% of total RAUM82.3%
Non-discretionary17.7%
$510M
18% of total RAUM17.7%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$2.9B
Total Accounts5,069
10Y AUM Change+$2.8B (+2669.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees64
Clients per Employee33:1
10Y Employee Change+41 (+178.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.