Geneva, IL Office

RMR Wealth Builders, Inc. is an SEC‑registered multi‑team advisory firm managing roughly $2.9 billion with 52 advisors, serving individuals (including high‑net‑worth clients), retirement plans, and institutional accounts. The firm provides portfolio management (wrap and non‑wrap programs), financial planning, retirement plan fiduciary and participant services, held‑away retirement account advisory, sub‑advisory services to registered investment companies, and educational seminars.

RMR’s client relationships are led by its Investment Advisor Representatives, who conduct a suitability discovery, may document Investment Policy Statements, and implement discretionary or non‑discretionary management via the firm’s CIP programs, TPM wrap arrangements, or third‑party managers; accounts are reviewed at least annually and supported by custodial and reporting technology such as BlackDiamond. Beyond traditional equity and fixed‑income strategies, RMR offers specialist advisory options including annuity management, a discretionary Digital Asset management program, and held‑away retirement account advice delivered through the Future Capital platform.

Distinctive features disclosed in the firm brochure include ancillary insurance activity and other financial product sales: several IARs are licensed insurance producers, RMR offers annuity management and may receive insurance‑related compensation, and it participates in third‑party referral programs for cash management. The firm also provides sub‑advisory services to registered funds (including an ETF) and holds a non‑controlling equity interest in the fund adviser, creating additional economic relationships that prospective clients may wish to consider.