FRANK, RIMERMAN ADVISORS LLC
CRD #124147 SEC #801-62201 PALO ALTO, CA 650-845-8100
SEC Registered
Total AUM
$3B
Discretionary
$2.2B
Employees
5
Clients
51
Accounts
430
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $3B | $2.2B | $770.5M | 5 | 0 |
| Jan 2025 | $2B | $1.6B | $428.7M | 5 | 0 |
| Sep 2024 | $2B | $1.6B | $428.7M | 5 | 0 |
| Mar 2024 | $2B | $1.6B | $428.7M | 5 | 0 |
| Nov 2023 | $1.7B | $1.4B | $269M | 4 | 0 |
| Aug 2023 | $1.7B | $1.4B | $269M | 4 | 0 |
| Mar 2023 | $1.7B | $1.4B | $269M | 4 | 0 |
| Jan 2023 | $1.4B | $1.2B | $221.6M | 4 | 0 |
| Mar 2022 | $1.4B | $1.2B | $221.6M | 4 | 0 |
| Mar 2021 | $1.5B | $1.3B | $192.6M | 4 | 0 |
| Jun 2020 | $1.4B | $1.2B | $210.7M | 4 | 0 |
| Mar 2020 | $1.4B | $1.2B | $210.7M | 4 | 0 |
| Mar 2019 | $877.9M | $797.6M | $80.3M | 3 | 0 |
| Mar 2018 | $808.8M | $720.1M | $88.7M | 3 | 80 |
| Mar 2017 | $641.5M | $565.6M | $75.9M | 3 | 26 |
| Mar 2016 | $570.2M | $500.9M | $69.3M | 4 | 26 |
| Mar 2016 | $570.2M | $500.9M | $69.3M | 4 | 26 |
| Mar 2015 | $518.9M | $446.9M | $72M | 4 | 26 |
| Mar 2014 | $505.1M | $434.1M | $71M | 4 | 26 |
| Oct 2013 | $476.8M | $470.8M | $6.1M | 2 | 26 |
| Jul 2013 | $456M | $394.9M | $61.1M | 2 | 26 |
| Aug 2012 | $320.8M | $268.4M | $52.4M | 1 | 26 |
| Mar 2012 | $316.6M | $270.3M | $46.3M | 1 | 26 |
| Aug 2011 | $316.6M | $270.3M | $46.3M | 5 | -- |
| Mar 2011 | $265.4M | $215.9M | $49.5M | 5 | -- |
| Aug 2010 | $265.4M | $215.9M | $49.5M | 5 | -- |
| Jan 2008 | $321.9M | $236.8M | $85.1M | 5 | -- |
| Aug 2007 | $321.9M | $236.8M | $85.1M | 5 | -- |
| Dec 2006 | $247.4M | $169.5M | $77.9M | 5 | -- |
| Aug 2004 | $1.1B | $140.5M | $918M | 5 | -- |
| May 2004 | $531.1M | $188.4M | $342.7M | 5 | -- |
| Jan 2004 | $531.1M | $188.4M | $342.7M | 5 | -- |
DateMar 2025
Total AUM$3B
Discretionary$2.2B
Non-Disc.$770.5M
Employees5
Clients0
DateJan 2025
Total AUM$2B
Discretionary$1.6B
Non-Disc.$428.7M
Employees5
Clients0
DateSep 2024
Total AUM$2B
Discretionary$1.6B
Non-Disc.$428.7M
Employees5
Clients0
DateMar 2024
Total AUM$2B
Discretionary$1.6B
Non-Disc.$428.7M
Employees5
Clients0
DateNov 2023
Total AUM$1.7B
Discretionary$1.4B
Non-Disc.$269M
Employees4
Clients0
DateAug 2023
Total AUM$1.7B
Discretionary$1.4B
Non-Disc.$269M
Employees4
Clients0
DateMar 2023
Total AUM$1.7B
Discretionary$1.4B
Non-Disc.$269M
Employees4
Clients0
DateJan 2023
Total AUM$1.4B
Discretionary$1.2B
Non-Disc.$221.6M
Employees4
Clients0
DateMar 2022
Total AUM$1.4B
Discretionary$1.2B
Non-Disc.$221.6M
Employees4
Clients0
DateMar 2021
Total AUM$1.5B
Discretionary$1.3B
Non-Disc.$192.6M
Employees4
Clients0
DateJun 2020
Total AUM$1.4B
Discretionary$1.2B
Non-Disc.$210.7M
Employees4
Clients0
DateMar 2020
Total AUM$1.4B
Discretionary$1.2B
Non-Disc.$210.7M
Employees4
Clients0
DateMar 2019
Total AUM$877.9M
Discretionary$797.6M
Non-Disc.$80.3M
Employees3
Clients0
DateMar 2018
Total AUM$808.8M
Discretionary$720.1M
Non-Disc.$88.7M
Employees3
Clients80
DateMar 2017
Total AUM$641.5M
Discretionary$565.6M
Non-Disc.$75.9M
Employees3
Clients26
DateMar 2016
Total AUM$570.2M
Discretionary$500.9M
Non-Disc.$69.3M
Employees4
Clients26
DateMar 2016
Total AUM$570.2M
Discretionary$500.9M
Non-Disc.$69.3M
Employees4
Clients26
DateMar 2015
Total AUM$518.9M
Discretionary$446.9M
Non-Disc.$72M
Employees4
Clients26
DateMar 2014
Total AUM$505.1M
Discretionary$434.1M
Non-Disc.$71M
Employees4
Clients26
DateOct 2013
Total AUM$476.8M
Discretionary$470.8M
Non-Disc.$6.1M
Employees2
Clients26
DateJul 2013
Total AUM$456M
Discretionary$394.9M
Non-Disc.$61.1M
Employees2
Clients26
DateAug 2012
Total AUM$320.8M
Discretionary$268.4M
Non-Disc.$52.4M
Employees1
Clients26
DateMar 2012
Total AUM$316.6M
Discretionary$270.3M
Non-Disc.$46.3M
Employees1
Clients26
DateAug 2011
Total AUM$316.6M
Discretionary$270.3M
Non-Disc.$46.3M
Employees5
Clients--
DateMar 2011
Total AUM$265.4M
Discretionary$215.9M
Non-Disc.$49.5M
Employees5
Clients--
DateAug 2010
Total AUM$265.4M
Discretionary$215.9M
Non-Disc.$49.5M
Employees5
Clients--
DateJan 2008
Total AUM$321.9M
Discretionary$236.8M
Non-Disc.$85.1M
Employees5
Clients--
DateAug 2007
Total AUM$321.9M
Discretionary$236.8M
Non-Disc.$85.1M
Employees5
Clients--
DateDec 2006
Total AUM$247.4M
Discretionary$169.5M
Non-Disc.$77.9M
Employees5
Clients--
DateAug 2004
Total AUM$1.1B
Discretionary$140.5M
Non-Disc.$918M
Employees5
Clients--
DateMay 2004
Total AUM$531.1M
Discretionary$188.4M
Non-Disc.$342.7M
Employees5
Clients--
DateJan 2004
Total AUM$531.1M
Discretionary$188.4M
Non-Disc.$342.7M
Employees5
Clients--