Palo Alto, CA Office

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.