# FRANK, RIMERMAN ADVISORS LLC

FRANK, RIMERMAN ADVISORS LLC of PALO ALTO, CA is an SEC-registered investment adviser.

## Registration

- CRD: 124147
- Type: SEC-registered investment adviser
- SEC file number: 801-62201
- Location: 1801 PAGE MILL ROAD, PALO ALTO, CA, 94304
- Phone: 650-845-8100
- Latest filing: 2026-03-28
- Regulatory AUM: $3.4B
- Discretionary AUM: $2.5B
- Non-discretionary AUM: $899.6M
- Clients: 5
- Accounts: 438

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Charities, Other

## Officers, owners & control persons (24)

| Name | Role | Location |
| --- | --- | --- |
| Dahlia D Black | CHIEF COMPLIANCE OFFICER | — |
| Brian Matthew Kreischer | ADMINISTRATIVE OVERSIGHT MANAGER OF FRANK, RIMERMAN ADVISORS LLC | — |
| FARRAR RIVAS PATRICIA | CHEIF COMPLIANCE OFFICER AND DIRECTOR, INVESTMENT REP OF FRANK, RIMERMAN ADVISORS, LLC; CHEIF COMPLIANCE OFFICER & DIRECTOR; CHIEF COMPLIANCE OFFICER (+3 more) | — |
| POLSTER BRYAN CHARLES | MANAGER OF FRANK, RIMERMAN ADVISORS LLC; MANAGER OF FRANK, RIMERMAN ADVISORS LLC, OWNER OF FRANK, RIMERMAN + CO., LLP | — |
| KREISCHER BRIAN MATTHEW | ADMINISTRATIVE OVERSIGHT MANAGER OF FRANK, RIMERMAN ADVISORS LLC; CPA OF FRANK, RIMERMAN & CO., LLP; MANAGER OF FRANK, RIMERMAN ADVISORS LLC (+1 more) | — |
| GENTRY LARRY VAN | CHIEF COMPLIANCE OFFICER | — |
| ALBERO JOSEPH MICHAEL | CPA OF FRANK, RIMERMAN & CO., LLP; OWNER OF FRANK, RIMERMAN & CO., LLP | — |
| BARONI STEPHEN MARK | CPA OF FRANK, RIMERMAN & CO., LLP; OWNER OF FRANK, RIMERMAN & CO., LLP | — |
| HENDERSON MELISSA CARBULLIDO | OWNER OF FRANK, RIMERMAN & CO., LLP | — |
| CHIN KARISA LEE | OWNER OF FRANK, RIMERMAN & CO., LLP | — |
| KNOWLES MICHAEL CURTIS | OWNER OF FRANK, RIMERMAN & CO., LLP | — |
| MACDONALD ANNE FLATLAND | OWNER OF FRANK, RIMERMAN & CO., LLP | — |
| MORIARTY NANCY LYNN | CPA OF FRANK, RIMERMAN & CO., LLP; OWNER OF FRANK, RIMERMAN & CO., LLP | — |
| PASACRETA FRANK FRANCIS | OWNER OF FRANK, RIMERMAN & CO., LLP | — |
| WYATT ANDREW BRADLEY | OWNER OF FRANK, RIMERMAN & CO., LLP | — |
| MANCINI ANTHONY VINCENT | CPA OF FRANK, RIMERMAN & CO., LLP; OWNER OF FRANK, RIMERMAN & CO., LLP | — |
| LERVOLD JILL ANN | OWNER OF FRANK, RIMERMAN & CO., LLP | — |
| YAMAMOTO ANNE MIYO | OWNER OF FRANK, RIMERMAN + CO | — |
| YATES MICHAEL JOSEPH | OWNER OF FRANK, RIMERMAN + CO | — |
| BLACK DAHLIA D | CHIEF COMPLIANCE OFFICER | — |
| WEISBERGER CAROLYN | CHIEF COMPLIANCE OFFICER | — |
| MENDELSON CAROLYN NMN | CHIEF COMPLIANCE OFFICER | — |
| Dahlia Delceta Black | CHIEF COMPLIANCE OFFICER | — |
| Michael John Rewkiewicz | ADMINISTRATIVE OVERSIGHT MANAGEROF FRANK, RIMERMAN ADVISORS LLC | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/124147/brochure
- Similar advisers: https://search.stillhousedata.com/firm/124147/similar
- Related entities: https://search.stillhousedata.com/firm/124147/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/124147

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.