RMR Wealth Builders, Inc. Surpasses $3 Billion in Assets Under Management

March 09, 2026

Montclair, NJ – RMR Wealth Builders, Inc. is proud to announce that we have surpassed $3 billion in assets under management (AUM). This milestone reflects our continued growth and the trust clients place in our team and planning-first approach.

“Surpassing $3 billion in assets under management is a meaningful milestone for our firm. This growth reflects the strength of the relationships we have built with our clients and the dedication of our advisors and team. We remain focused on delivering thoughtful guidance and maintaining the high level of service our clients expect.” — Ryan DeGrau, CFP®, C(k)P®
Chief Executive Officer, RMR Wealth Builders, Inc.

Our growth has been driven by a commitment to intentional, strategic expansion, supported by continued investment in our advisory team, planning capabilities, and operational infrastructure, all designed to strengthen and sustain long-term client relationships.

“Growth at RMR has always been deliberate. Our focus is on building a firm that supports both our clients and our advisors for the long term. That means strengthening our team-based approach, expanding our planning capabilities, and ensuring we have the infrastructure in place to continue delivering a high level of service as we grow.” — Tyler F. Whitehouse, CFP®, CAP®
President, RMR Wealth Builders, Inc.

As RMR Wealth continues to grow, we remain committed to maintaining our fiduciary responsibility while evolving services to meet the changing needs of the individuals, families, and organizations we serve.

We are deeply grateful to the clients, advisors, and partners who have placed their trust in us and helped make this milestone possible. Thank you for being part of the journey.

About RMR Wealth

RMR Wealth is an independent, planning-first firm serving individuals, families, organizations, and institutions. With over $3 billion in assets under management, the firm is built to support long-term relationships, thoughtful growth, and enduring partnerships.

For 40 years, RMR Wealth advisors have helped clients organize financial complexity, gain clarity through education, and make confident financial decisions through comprehensive planning and disciplined investment management.