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FRANK, RIMERMAN ADVISORS LLC
CRD 124147File 801-62201
APPROVED
Retail clients
Custody
Filing as of Mar 28, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$3.40B
Top 25% of cohort (national)
Discretionary AUM
$2.50B
Non-discretionary $899.6M
Clients
106
438 accounts
Employees
5
Top 25% of cohort in CA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Jul 1, 2003
- Principal office
- 1801 PAGE MILL ROAD, PALO ALTO, CA, 94304
- Phone
- 650-845-8100
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $3.40B
- Discretionary AUM
- $2.50B
- Non-discretionary AUM
- $899.6M
- Discretionary accounts
- 414
- Non-discretionary accounts
- 24
- Total accounts
- 438
- AUM per client
- $32.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $7.9M |
| High net worth individuals | 106 | $3.39B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.