# Rmr Wealth Builders, Inc.
Source: https://planprovider.pro/provider/rmr-wealth-builders-inc

> Founded in 1986, Rmr Wealth Builders, Inc. is a registered investment adviser with $2.2B in assets under management (2026). The firm works with both individu…

Retirement Plan Advisor

Montclair, NJ

## About Rmr Wealth Builders, Inc.

<p>Founded in 1986, Rmr Wealth Builders, Inc. is a registered investment adviser with $2.2B in assets under management (2026). The firm works with both individuals and businesses on long-term planning, retirement savings, and investment management.</p>

<p>Headquartered in Montclair in the New York City metro area, Rmr Wealth Builders has offices in North and Central New Jersey (Clark and Edison), plus locations in Westport, CT (Greater Fairfield County), Scottsdale and Apache Junction in the Phoenix area, and Spring Hill, FL in the Tampa Bay region. This multi-office footprint supports clients across several major markets.</p>

<p>Along with personal wealth management, the firm runs workforce solutions for employers, institutional asset management, and specialized programs for public employees. A key differentiator is the mix of retirement plan work with insurance planning under one advisory firm, backed by practical education through its blog, resource center, and other online materials.</p>

<p>As a <a href="/plan-advisors">plan advisor</a> and part of the broader group of <a href="/retirement-plans">retirement plan providers</a>, Rmr Wealth Builders focuses on turning goals into written plans and ongoing investment oversight.</p>

<ul>
<li>Retirement plan services for businesses</li>
<li>Retirement savings and investment management</li>
<li>Financial planning for individuals and families</li>
<li>Personal insurance planning</li>
<li>Workforce solutions, institutional asset management, and public employee programs</li>
</ul>

Website: [https://www.rmrwealth.com/](https://www.rmrwealth.com/)

Founded: 1986

## Office Locations

- Montclair, NJ (Headquarters)

- Westport, CT

- Edison, NJ

- Apache Junction, AZ

- Clark, NJ

- Scottsdale, AZ

- Spring Hill, FL

## Client Statistics (2026)

- Total Clients: 0

- Total AUM: $2.2B

## Plans Serviced (2024)

Largest plans where this firm is listed as a service provider (Schedule C) or IQPA (Schedule H) on the most recent filings (From Form 5500).

| Plan|Sponsor|Assets|Participants|

| DAVID ZWIRNER INC 401(K) PROFIT SHARING PLAN & TRUST|
DAVID ZWIRNER INC, NY|
$36M|
234|

| 2H OFFSHORE INC 401K PROFIT SHARING PLAN & TRUST|
2H OFFSHORE INC, TX|
$33M|
75|

| BOISSET FAMILY ESTATES, INC. RETIREMENT SAVINGS PLAN|
BOISSET FAMILY ESTATES, INC., CA|
$23M|
286|

| GAGOSIAN GALLERY, INC. 401(K) PROFIT SHARING PLAN|
GAGOSIAN GALLERY, INC., NY|
$20M|
248|

| SERRALA AMERICAS, INC. 401(K) PLAN|
SERRALA AMERICAS, INC., IL|
$20M|
91|

| 401(k) Retirement Plan|
Healthcare Sponsor, FL|
$19M|
1,283|

| 401(k) Retirement Plan|
Manufacturing Sponsor, NC|
$15M|
373|

| 401(k) Retirement Plan|
Professional Services Sponsor, NY|
$8M|
67|

| 401(k) Retirement Plan|
Technology Sponsor, CA|
$7M|
100|

### 
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