9AT: FRANK, RIMERMAN ADVISORS LLC

Adviser Profile

As of Date	03/28/2026
Registration	SEC, Approved, 07/01/2003
Other registrations (1)	California, Terminated, 10/22/2003
ADV Location	PALO ALTO, CA, United States
Contact Info	650 xxxxxxx
Websites

AUM^*	3,399,039,031 69%
of that, discretionary	2,499,415,832 58%
Number of Employees	5
of those in investment advisory functions	3
Private Fund GAV^*	0
Avg Account Size	7,760,363 59%
% High Net Worth	99.07% 0%
SMA’s	Yes
Private Funds	0

Adviser Type

- Large advisory firm

Client Types

- High net worth individuals
- Charitable organizations

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

Adviser	Hedge Fund	Liquidity Fund	Private Equity Fund	Real Estate Fund	Securitized Asset Fund	Venture Capital Fund	Other Fund	Total Private Fund GAV	AUM	#Funds
Adviser HIGHVIEW CAPITAL MANAGEMENT, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM416.3m	#Funds-
Adviser PALO ALTO WEALTH ADVISORS, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM770.4m	#Funds-
Adviser GUTT FINANCIAL MANAGEMENT, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM162.1m	#Funds-
Adviser JHH WEALTH, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM41.0m	#Funds-
Adviser RESONANT CAPITAL ADVISORS, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM3.0b	#Funds-
Adviser RADIX ORGANIZATION, INC.	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM200.1m	#Funds-
Adviser LONG ISLAND WEALTH MANAGEMENT, INC.	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM291.7m	#Funds-
Adviser THE INVESTMENT COUNSEL COMPANY	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM2.2b	#Funds-
Adviser COPPER HARBOR INVESTMENT ADVISORS, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM805.0m	#Funds-
Adviser AARON WEALTH ADVISORS	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM4.3b	#Funds-

Brochure Summary

Overview

Frank, Rimerman Advisors LLC, (“FRA”) founded in 2000, is an SEC-registered investment advisor with its principal place of business at 1801 Page Mill Road, Palo Alto, California, 94304. Frank, Rimerman Advisors LLC is wholly owned by Frank, Rimerman + Co. LLP, a certified public accountancy firm in business since 1949. While we specialize in financial planning and wealth management, we also assist clients with the selection of third-party asset managers, portfolio evaluations and investment performance, and general investment advice concerning specific financial goals and objectives. We tailor our financial planning and wealth management services to the individual needs of our clients, working with each client to define their investment objectives, time horizons, investment restrictions, and risk tolerances. We use this information to develop a comprehensive asset allocation plan upon which we construct

and manage customized portfolios which are broadly diversified across and within various asset classes. Client portfolios are comprised of equity and fixed- income positions including exchange-listed securities, indexed funds, bonds, and exchange traded funds appropriate for the client’s specific asset allocation plan. In managing a client’s portfolio, we have access to and recommend the use of third-party asset managers and/or sub-advisers where it is advantageous to the unique needs of a client. In such cases, the client generally enters into separate service agreements and fee arrangements with the third-party asset managers and/or sub-advisers. As of December 31, 2023, our total assets under management were approximately $2,013,460,339, of which we managed approximately $1,584,793,306 on a discretionary basis and $428,667,033 on a non-discretionary basis. 5

FRANK, RIMERMAN ADVISORS LLC

FRANK, RIMERMAN ADVISORS LLC

Adviser Profile

Details

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

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Brochure Summary

Overview

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FRANK, RIMERMAN ADVISORS LLC FRANK, RIMERMAN ADVISORS LLC

Adviser Profile

Details

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Similar advisers

Brochure Summary

Overview

FRANK, RIMERMAN ADVISORS LLC

FRANK, RIMERMAN ADVISORS LLC