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FRANK, RIMERMAN ADVISORS LLC
CRD 124147File 801-62201
APPROVED
Retail clients
Custody
Filing as of Mar 28, 2026
Feed vintage Oct 1, 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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 105 | 106 | increased by1 |
| Apr 1, 2026 | AUM | $3,018,353,573 | $3,399,039,031 | increased by$380,685,458 |
| Apr 1, 2026 | Accounts | 430 | 438 | increased by8 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 4 | 5 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Custody | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 96 | 105 | increased by9 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,378,966,079 | $3,018,353,573 | increased by$1,639,387,494 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 311 | 430 | increased by119 |
| Apr 1, 2022 | Clients | 103 | 96 | decreased by7 |
| Apr 1, 2022 | AUM | $1,450,311,875 | $1,378,966,079 | decreased by$71,345,796 |
| Apr 1, 2022 | Accounts | 103 | 311 | increased by208 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “FRANK RIMERMAN” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“FRANK RIMERMAN” may also match similarly-named firms). Confirm identity against each filing.
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.