Rmr Wealth Builders, Inc. is a financial advisory firm based in Montclair, New Jersey. It currently has approximately $929,728,655 of assets under management and employs about 42 people. Rmr Wealth Builders, Inc. uses a fee structure of a percentage of assets under your management, hourly charges, fixed fees and insurance compensation.

Talara Capital Management, LLC, established in 2011, offers investment advisory services primarily to pooled investment vehicles, managing $407,937,030 on a discretionary basis as of December 31, 2023. The firm specializes in private equity investments in the energy sector through funds like Talara Opportunities V, LP, and TCM Sunrise, LP, focusing on oil and gas limited partnerships and middle market energy businesses in the US and Canada. Talara tailors services based on each fund's investment objective and strategy, emphasizing quality assets and operational control. Fees vary among funds, typically including management fees and performance-based compensation. Clients are accredited investors and qualified purchasers. Talara's investment strategy involves a thesis-driven approach, focusing on field development and exploitation opportunities in the middle market. Risks include illiquidity, market fluctuations, and operational challenges in the oil and gas industry. Talara has a Code of Ethics, monitors accounts regularly, and has custody of certain fund assets. The firm has no disciplinary history and discloses potential conflicts of interest, ensuring fair treatment for clients. Talara's financial condition is sound, with no impairments affecting client commitments.

Bautis Financial, LLC is a financial advisory firm established on January 5, 2009, with the principal owner being Marc Arthur Bautis. The firm offers investment supervisory services, financial planning, and limited investment advice in various securities such as mutual funds, equities, bonds, and ETFs. Clients are required to provide discretionary authority for securities selection and transactions. Financial planning services are offered at fixed annual fees ranging from $1,200 to $10,000 based on the complexity of the engagement. The firm does not participate in wrap fee programs and has assets under management totaling $156,774,640 as of December 2024. Investment supervisory fees are based on a percentage of total assets under management, with fees paid quarterly in arrears. Clients are responsible for third-party fees, and the firm does not accept compensation for the sale of securities to clients. Bautis Financial, LLC primarily utilizes Orion Risk Intelligence for analysis and employs various strategies such as charting analysis, fundamental analysis, technical analysis, and cyclical analysis. The firm does not accept performance-based fees and generally serves individuals and high-net-worth individuals with no minimum account requirement. The firm acts as a fiduciary and does not accept economic benefits for advice rendered to clients. Clients' accounts are reviewed annually by the managing member, Marc Arthur Bautis, and the firm does not take custody of client accounts.