{
  "crd_number": 124147,
  "slug": "frank-rimerman-advisors-llc-palo-alto-ca-124147",
  "primary_business_name": "FRANK, RIMERMAN ADVISORS LLC",
  "legal_name": "FRANK, RIMERMAN ADVISORS LLC",
  "dbas": [],
  "city": "Palo Alto",
  "state": "CA",
  "country": "United States",
  "cbsa_code": "41940",
  "metro": {
    "cbsa_code": "41940",
    "common_name": "San Jose",
    "msa_name": "San Jose-Sunnyvale-Santa Clara, CA",
    "path": "/advisors/ca/san-jose"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2003-07-01",
  "years_registered": 23,
  "period": "2026-10-01",
  "filing_date": "2026-03-28",
  "carried_forward": false,
  "raum_total": 3399039031.0,
  "raum_discretionary": 2499415832.0,
  "raum_non_discretionary": 899623199.0,
  "raum_band": "1b_5b",
  "raum_band_label": "$1 billion to $5 billion",
  "total_employees": 5,
  "advisory_employees": 3,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 7861629.0,
      "count": null,
      "fewer_than_5": true
    },
    "high_net_worth_individuals": {
      "raum": 3391177402.0,
      "count": 106
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "other",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "TX"
  ],
  "websites": [
    "https://frankrimerman.com/services-for-individuals/private-wealth-management"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/124147",
  "city_as_filed": "PALO ALTO",
  "url": "https://advisorcensus.com/firm/frank-rimerman-advisors-llc-palo-alto-ca-124147",
  "display_name": "Frank, Rimerman Advisors LLC",
  "summary": "Frank, Rimerman Advisors LLC is an SEC-registered investment advisory firm in Palo Alto, CA, registered since 2003, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 28, 2026.",
  "citation": "AdvisorCensus. Frank, Rimerman Advisors LLC (CRD 124147): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Selection of other advisers (including private fund managers)",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is Frank, Rimerman Advisors LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Frank, Rimerman Advisors LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "Where is Frank, Rimerman Advisors LLC located?",
      "a": "Frank, Rimerman Advisors LLC's principal office is in Palo Alto, CA, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Frank, Rimerman Advisors LLC registered with the SEC or a state?",
      "a": "Frank, Rimerman Advisors LLC is an SEC-registered investment advisory firm, registered since 2003. Status as filed: Approved. CRD 124147."
    },
    {
      "q": "How much does Frank, Rimerman Advisors LLC manage?",
      "a": "Frank, Rimerman Advisors LLC reports $3,399,039,031 in regulatory assets under management in its Form ADV filing dated March 28, 2026 (74% discretionary)."
    },
    {
      "q": "How have Frank, Rimerman Advisors LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Frank, Rimerman Advisors LLC: Regulatory assets under management: $1,450,311,875 in the October 2021 data and $3,399,039,031 in the October 2026 data, up 134%. Total employees: 4 in October 2021 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Frank, Rimerman Advisors LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (106)."
    },
    {
      "q": "Which custodians does Frank, Rimerman Advisors LLC use?",
      "a": "Frank, Rimerman Advisors LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and National Financial Services LLC as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Frank, Rimerman Advisors LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/124147"
    },
    {
      "q": "What changed in Frank, Rimerman Advisors LLC's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Regulatory assets under management went from $3,018,353,573 to $3,399,039,031 (+13%). Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 1450311875.0,
      "total_employees": 4,
      "filing_date": "2021-03-30"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 1378966079.0,
      "total_employees": 4,
      "filing_date": "2022-03-31"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 1704282026.0,
      "total_employees": 4,
      "filing_date": "2023-08-04"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 2013460339.0,
      "total_employees": 5,
      "filing_date": "2024-09-06"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 3018353573.0,
      "total_employees": 5,
      "filing_date": "2025-03-26"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 3399039031.0,
      "total_employees": 5,
      "filing_date": "2026-03-28"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $3,018,353,573 to $3,399,039,031 (+13%).",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 28, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": "$15,000",
    "planning_fees": [],
    "figures": [
      {
        "label": "Minimum annual fee",
        "statements": [
          "Minimum annual fee: $15,000"
        ],
        "quotes": [
          "New FRA clients generally have a minimum fee of $15,000 annually.",
          "We, in certain circumstances, negotiate a reduced annual minimum to avoid charging fees deemed to be excessive."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": null,
      "minimum_annual_fee": 15000.0,
      "planning": []
    },
    "quotes": [
      "New FRA clients generally have a minimum fee of $15,000 annually.",
      "We, in certain circumstances, negotiate a reduced annual minimum to avoid charging fees deemed to be excessive."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    },
    {
      "name": "National Financial Services LLC",
      "name_as_filed": "NATIONAL FINANCIAL SERVICES LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/frank-rimerman-advisors-llc-palo-alto-ca-124147.md",
  "clients": [
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 106,
      "fewer_than_5": false,
      "raum": 3391177402.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": null,
      "fewer_than_5": true,
      "raum": 7861629.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/124147",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}