Frank, Rimerman Advisors LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Palo Alto, CA. Its latest Form ADV filing, dated March 28, 2026, reports $3.4B in regulatory assets under management, 5 employees, 3 offices, and 438 accounts.
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentHNWI represent 100.0% of total clients.
Top client categories% of clientsClients
1
HNWI
100.0%
106
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$3.4Bas of March 28, 2026
Discretionary73.5%
$2.5B
74% of total RAUM73.5%
Non-discretionary26.5%
$900M
26% of total RAUM26.5%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$3.4B
Total Accounts438
10Y AUM Change+$2.8B (+429.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee21:1
10Y Employee Change+2 (+66.7%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.