Fee-only adviser · Palo Alto, CA
Frank, Rimerman Advisors LLC
Frank, Rimerman Advisors LLC is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Palo Alto, California. On its latest Form ADV, filed March 28, 2026, it reports $3.4B in regulatory assets under management, 106 individual clients and 3 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | SEC-registered |
|---|---|
| Firm CRD number | 124147 · SEC file 801-62201 |
| Office | 1801 Page Mill Road Palo Alto, CA 94304 |
| Phone | (650) 845-8100 |
| Website | www.frankrimerman.com/services-for-individuals/private-wealth-management |
| Regulatory assets under management | $3.4B ($2.5B discretionary) |
| Individual clients | 0 non-high-net-worth, 106 high-net-worth |
| Financial planning clients | 51-100 |
| How it charges | Percentage of assets, Hourly, Fixed fee |
| Services | Financial planning, Portfolio management, Selection of other advisers |
| Employees | 5 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | March 28, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are high-net-worth, which on Form ADV means they meet the SEC’s qualified-client or qualified-purchaser test: broadly, more than $1 million managed by the adviser or a net worth above $2 million, with the thresholds indexed for inflation.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Palo Alto
- Rebalance LLC $1.9B
- Sand Hill Global Advisors, LLC $4.4B
- Red Crane Wealth Management, LLC $152M
- Radiant Wealth Planning $15M
- Meyers Wealth Management $96M
- Maya Advisors, Inc. $138M
See all 18 fee-only advisers in Palo Alto →
Nearby
- Menlo Park 18 firms
- Mountain View 7 firms
- Los Altos 16 firms
- San Carlos 1 firm
- Woodside 1 firm
- Redwood City 6 firms
- Redwood Shores 3 firms
- Sunnyvale 3 firms
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