Frank, Rimerman Advisors LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Frank, Rimerman Advisors LLC provides financial planning, wealth management, and portfolio management to high‑net‑worth individuals, qualified investors, trusts and estates, charitable organizations, and select limited liability companies. Its services include customized asset allocation and portfolio construction, third‑party asset manager selection, performance evaluation, and general investment advice tailored to clients’ financial goals.
The firm follows a long‑term, individualized investment approach, building broadly diversified portfolios across equities, fixed income, indexed funds, and ETFs based on each client’s objectives, time horizon, and risk tolerance. Frank, Rimerman manages both discretionary and non‑discretionary accounts, uses fundamental and technical research, favors the least expensive mutual fund share classes available to clients, and conducts ongoing quarterly reviews with at least annual client meetings.
Frank, Rimerman Advisors is wholly owned by a certified public accounting firm, and the parent firm provides administrative services and personnel support — an ownership and operational linkage that is uncommon among multi‑team advisory firms. The firm’s client roster is relatively small given its multi‑billion dollar assets under management, reflecting a focus on HNW and institutional clients rather than mass‑market individual accounts, and it commonly employs third‑party sub‑advisers where advantageous.
Client services
Expertise
Fee options
Fixed fee engagements available (details not specified)
$0 - $5 million: 0.70% $5 million - $10 million: 0.50% $10 million - $20 million: 0.30% $20 million - $100 million: 0.20% $100 million+: 0.10%
$360 to $825 per hour
Account minimum: $15,000 annually Minimum fee: $15,000 annually
Main office
See office1801 Page Mill Road
Palo Alto CA 94304
Advisors at this office
2
Offices (2)
Most active in
California · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Brian K
Series 65
San Francisco, CA
Frank, Rimerman Advisors LLC
Brian Kreischer is a financial advisor at Frank, Rimerman Advisors LLC with 23 years of industry experience. He holds a Series 65 credential and has been associated with the affiliated firm Frank, Rimerman & Co., LLP since 1991, where he is a certified public accountant and business services partner. Frank, Rimerman Advisors LLC provides financial planning, wealth management, and portfolio management services to high-net-worth individuals, qualified investors, trusts and estates, charitable organizations, and select limited liability companies. The firm employs a long-term, individualized investment approach with diversified portfolios and maintains a structure supported by its parent CPA firm.
Patrick S
CFA®
Palo Alto, CA
Frank, Rimerman Advisors LLC
Patrick Sullivan is a CFA® charterholder with 23 years of experience in the financial advisory industry. He has been with Frank, Rimerman Advisors LLC since 2003, based in Palo Alto, CA. Frank, Rimerman Advisors LLC provides financial planning, wealth management, and portfolio management services to high-net-worth individuals, qualified investors, trusts, estates, charitable organizations, and select limited liability companies. The firm implements a long-term, individualized investment approach with diversified portfolios and employs both fundamental and technical research, managing discretionary and non-discretionary accounts.
Adam G
CFP®, Series 65
Palo Alto, CA
Frank, Rimerman Advisors LLC
Adam Gensler is a CFP® with eight years of industry experience and is currently a financial advisor at Frank, Rimerman Advisors LLC in Palo Alto, CA. He has been a tax partner at Frank, Rimerman & Co. LLP, a public accounting firm, since 2012. Frank, Rimerman Advisors LLC provides financial planning, wealth management, and portfolio management services to high-net-worth individuals, qualified investors, trusts, estates, charitable organizations, and select limited liability companies. The firm employs a long-term, individualized investment approach with diversified portfolios and conducts ongoing client reviews.
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