SourcingSourcing

FRANK, RIMERMAN ADVISORS LLC

C30
CRD 124147·SEC 801-62201·PALO ALTO, CA
AUM
$3.40B
$1B+
Est. Revenue
$34.0M
@ 1% on AUM
Est. EBITDA
$10.2M
@ 30% margin
Est. Deal Value
$81.6M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
FRANK, RIMERMAN ADVISORS LLC
CRD
124147
SEC file #
801-62201
EIN
522355773
DBA names
—

Economics

AUM
$3.40B
AUM band
$1B+
AUM trajectory
'20'26
$877.9M → $3.40B▲ +287%
Client mix
Individuals High Net Worth106

Operations

Employees (total)
5
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'20'26
2 advisors → 3 advisors▲ +50%
Primary office
PALO ALTO CA
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsSelection of other advisersOther Advisory Services
Fee basis
% of AUMHourly chargesFixed fees

Filings

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
FRANK, RIMERMAN + CO. LLP
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
3
Control Persons
FRANK, RIMERMAN + CO. LLP
REWKIEWICZ, MICHAEL, JOHN
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
FRANKRIMERMAN.COM
Rdap Domain Creation Date
2001-04-25T22:13:21Z
Rdap Firm Age Years
25
Rdap Firm Age Band
20+y
Rdap Registrar
Network Solutions, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001977560
Edgar Registered
Yes
Edgar Filing Count
24
Edgar First Filing Date
2023-05-15
Edgar Last Filing Date
2026-04-29
Edgar 13f Count
22
Edgar 13f Latest AUM Estimate
Filing Date2026-04-29
Accession0001172661-26-001573

Compliance & brand

Firm Registration Status
active

All other collected signals (16)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
3
Bc Firm IAR Count
3
Custodian Candidates
Full
Charles Schwab6
E*trade4
Fidelity2
Edgar Addresses
Mailing
1801 PAGE MILL ROADPALO ALTO, CA 94304
Business
1801 PAGE MILL ROADPALO ALTO, CA 94304
Edgar EIN
522355773
Edgar Recent Filings
13F-HR2026-04-29 · 0001172661-26-001573
13F-HR2026-01-15 · 0001172661-26-000203
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2028-04-25T22:13:21Z
Rdap Domain Last Changed
2020-02-07T04:01:15Z
Rdap Nameservers
Ns1-08.azure-dns.comNs2-08.azure-dns.netNs3-08.azure-dns.orgNs4-08.azure-dns.info
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Trust Company Affiliate
No

People (5)

5
REWKIEWICZ, MICHAEL, JOHN
Executive Officer · 2.5%
8218971
BLACK, DAHLIA, D
Executive Officer · 2.5%
3026273
ADAM Jay GENSLER
IAR
2453567
BRIAN MATTHEW KREISCHER
IAR
4625727
PATRICK JOSEPH SULLIVAN
IAR
2518382