# Frank, Rimerman Advisors

Frank, Rimerman Advisors is a Multi Family Office based in Palo Alto, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Palo Alto, United States
- **Region:** North America
- **Address:** Palo Alto, CA, United States
- **Assets under management:** Undisclosed
- **Website:** frankrimerman.com
- **LinkedIn:** https://www.linkedin.com/company/frankrimerman

## Regulatory record

- **CRD number:** 124147
- **SEC file number:** 801-62201
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/124147

## About

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.

## 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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Last updated: 2026-07-06T01:24:16.877Z

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