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Frank, Rimerman Advisors
FRANK, RIMERMAN ADVISORS LLC is an SEC-registered investment adviser in Palo Alto, CA, since 2003. The firm manages $3.4 billion in assets, $2.5 billion on a...
Overview
FRANK, RIMERMAN ADVISORS LLC is an SEC-registered investment adviser in Palo Alto, CA, since 2003. The firm manages $3.4 billion in assets, $2.5 billion on a discretionary basis. It has 5 employees and 3 investment advisers.
General information
Firm type
Multi Family Office
Location
Region
North America
Country
United States
City
Palo Alto
Corporate office
Palo Alto, CA, United States
Frequently asked questions
Does the firm manage concentrated stock positions?
Yes. The practice was built specifically around the needs of clients holding large, low-basis positions in a single stock — often technology company equity — and employs strategies including option overlays, exchange funds, and structured diversification schedules coordinated with the client's tax planning.
What type of clients does Frank, Rimerman Advisors serve?
The firm serves high-net-worth individuals and families, predominantly technology company founders, senior executives, and venture-backed entrepreneurs in the Silicon Valley region. Many are clients of the affiliated accounting practice who have experienced a liquidity event or hold significant pre-IPO equity.
Is Frank, Rimerman Advisors a fiduciary?
As a registered investment advisor, the firm operates under a fiduciary duty to its advisory clients. The dual relationship with the CPA firm reinforces this posture, as the planning complexity of the client base — concentrated positions, AMT exposure, charitable structuring — demands advice unclouded by product-distribution incentives.
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