Frank, Rimerman & Co., based in Palo Alto, CA, is ranked No. 62 on the 2023 CNBC Financial Advisor 100 list. This is the firm's first appearance on CNBC's FA 100 list.
Total AUM: $1.7B (AccuPoint Solutions)
Years in Business:Â 21 (AccuPoint Solutions)
Accounts Under Management: 356 (AccuPoint Solutions)
Previous appearances on FA 100 List:Â 0
Principal:
Bryan Kreischer, Chief Executive Officer
Contact:
1801 Page Mill Road, Suite 100, Palo Alto, CA 94304
(650) 845-8100
