RMR Wealth Builders, Inc. Surpasses $2 Billion in Assets Under Management
Montclair, NJ - October 1st, 2024 – RMR Wealth Builders, Inc., a registered investment advisor (RIA) firm, is proud to announce that the firm has surpassed a milestone in its growth, now managing over $2 billion in assets under management (AUM). This achievement reflects the firm’s commitment to delivering exceptional financial advisory services and its continued growth in the competitive wealth management industry.
Founded in 1986, RMR Wealth has a long history of providing personalized financial solutions to a diverse clientele, including individuals, households, employers, and institutions. The firm reached the $2 billion AUM milestone in July 2024, a testament to its strategic initiatives and successful recruiting efforts that brought new advisors to the firm this year.
“We are extremely proud of the growth that RMR Wealth has achieved and are honored to see the recognition of our team’s hard work,” said Ryan DeGrau, CEO of RMR Wealth Builders, Inc. “This milestone underscores our dedication to serving our clients with the highest level of expertise and commitment, and we are grateful for the trust they have placed in us.”
RMR Wealth’s focus on a disciplined process, creative solutions, and thoughtful advice supports the firm’s vision of becoming the most trusted and respected planning firm for its clients, strategic partners, and employees.
In addition to reaching this recent milestone, RMR Wealth was recently recognized by Citywire as one of the fastest-growing RIAs in New Jersey. The firm has also been named one of the Best Financial Advisory Firms by USA Today in both 2023 and 2024.
As RMR Wealth looks to the future, it remains committed to maintaining the highest standards of fiduciary responsibility and continuing to evolve its offerings to meet the changing needs of its clients. The firm is excited about future initiatives aimed at further enhancing client experiences and expanding its reach within the industry.
About RMR Wealth Builders
RMR Wealth Builders, Inc., headquartered in Montclair, NJ, is a leading wealth management firm, founded in 1986. With a growing team of dedicated professionals, the firm offers a wide range of financial solutions and advisory services to individuals, households, employers, and institutions. RMR’s mission is to provide clients with thoughtful and creative solutions that will make a positive difference in their lives, taking them from where they are to where they want to go. The mission is supported by the firm’s purpose, to build better relationships and create better lives for those we work with and serve.
