CRD: 124147
Frank, Rimerman Advisors LLC
$3.4B Total AUM
$2.5B Disc. AUM
-- 3Y CAGR
5 Employees
106 ADV. Clients
23 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 07-01-2003
- Office Locations
- 2
Office Locations
1801 Page Mill RD Palo Alto CA
ONE Embarcadero Center Suite 2410 SAN Francisco CA
About Frank, Rimerman Advisors LLC
Frank, Rimerman Advisors LLC is a Palo Alto-based RIA with 2 offices. The firm has been operating for 23 years. Managing $3.4B in total assets under management, with 3 advisory representatives. They custody assets with Charles Schwab & Company and Fidelity/NFS.
Team overview
52 AVG AGE
$1.1B AVG AUM / ADVISOR
$32.1M AVG AUM / CLIENT
10.2 yrs AVG TENURE
5 Employees
3 Advisory Reps
2 RIA Reps
23yrs Firm Age
Insights
Available
Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
D
DAHLIA D BLACK
Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
Available
Available
Available
M
MICHAEL JOHN REWKIEWICZ
Managing Partner
- CRD
- --
- Ownership
- Less than 5%
Available
Available
Available
Showing 2 of 2 owners & executives
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ADAM Jay GENSLER
Partner
- CRD
- #2453567
Available
Available
Available
BRIAN MATTHEW KREISCHER
Partner
- CRD
- #4625727
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,499,415,832 | $6,037,236 |
| Non-Discretionary | $899,623,199 | $37,484,300 |
| Total | $3,399,039,031 | $7,760,363 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
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Available Equity - OTC:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| U.S. Government/Agency | Available | Available |
| Equity - OTC | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
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| Available | Available | Available | Available | Available | Available |
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