Wealth manager, independent · New York, NY
RMR Wealth Management
SEC-registered investment adviser · CRD 152266 · SEC 801-70823
At a glance
RMR Wealth Management is an SEC-registered investment adviser based in New York, New York, with $195 million in regulatory assets under management as of its Form ADV filed March 31, 2026. Its largest client group by assets is high-net-worth individuals, and it reports 178 individual clients. By Form ADV it is a wealth manager, ranked 5,885th of 8,915 wealth managers and 12,351st of 17,210 SEC-registered advisers by assets.
Main office 212-785-4377rmrwm.comAs filed on Form ADV
- Regulatory AUM
- $195M
- Rank among wealth managers
- #5,885 of 8,915
- Rank among all SEC RIAs
- #12,351 of 17,210
- Rank in New York
- #1,927 of 2,591
- Individual clients
- 178
- High-net-worth clients
- 34
- Accounts
- 440
- Discretionary
- 94% of AUM
- Employees
- 7
- Advisory staff
- 7
- Offices
- 1
Owners and executives on its Form ADV
- Brian T. MayerChief Compliance Officer
- Philip S. RabinovichManaging Member
Custody and brokerage
Broker-dealer
Hybrid RIA
RMR Wealth Management is a hybrid RIA: 5 of its employees are also registered representatives of a broker-dealer.
Its Form ADV brochure (filed March 2026) names Dinosaur Financial Group, L.l.c as the broker-dealer its advisers are registered with.
Item 10 – Other Financial Industry Activities and Affiliations Dinosaur Financial Group, LLC Certain RMR personnel are also registered representatives of Dinosaur Financial Group, LLC, a registered broker-dealer (CRD# 104446).
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 34 | $135M | 69% |
| Individuals | 144 | $40M | 20% |
| Pension and profit sharing plans | 9 | $11M | 6% |
| Charitable organizations | 2 | $9M | 5% |
Disciplinary disclosures
RMR Wealth Management answers yes to 6 disclosure items in Item 11 of Form ADV (criminal, regulatory or civil matters involving the firm or its advisory affiliates). Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for individuals and small businesses
- Portfolio management for businesses and institutions
- Selecting other advisers
How it’s paid
- A percentage of assets under management
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗rmrwm.com ↗
AtlasMembers
The full record on RMR Wealth Management
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
- Locked
- Growth over one, three and five years
- Locked
- Rank against 5,925 peers of its type and size
- Locked
- Owners and executives, with titles and stakes
- 2 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
- 1Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does RMR Wealth Management manage?
RMR Wealth Management reports $195 million in regulatory assets under management across 440 accounts, 94% of it on a discretionary basis, on its Form ADV filed March 31, 2026.
What kind of firm is RMR Wealth Management?
RMR Wealth Management is a wealth manager by its Form ADV answers. At least half of its regulatory assets are managed for individuals and high-net-worth individuals.
Who are RMR Wealth Management’s clients?
By assets, its largest client types are high-net-worth individuals ($135 million, 34 clients); individuals ($40 million, 144 clients); pension and profit sharing plans ($11 million, 9 clients).
Does RMR Wealth Management have any disciplinary history?
RMR Wealth Management answers yes to 6 disclosure items in Item 11 of Form ADV, which covers criminal, regulatory and civil matters involving the firm or its advisory affiliates. The details are on the SEC’s adviser search.
Where these numbers come from
Every figure is RMR Wealth Management’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-03-31), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →