Asset manager · Menlo Park, CA
Alan Biller and Associates
Alan D Biller & Associates, Inc. · SEC-registered investment adviser · CRD 105283 · SEC 801-48432
At a glance
Alan Biller and Associates is an SEC-registered investment adviser based in Menlo Park, California, with $65.1 billion in regulatory assets under management as of its Form ADV filed January 26, 2026. Its largest client group by assets is pension and profit sharing plans. By Form ADV it is a asset manager, ranked 182nd of 3,218 asset managers and 368th of 17,210 SEC-registered advisers by assets.
Main office 650-328-7283alanbiller.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $65B
- Rank among asset managers
- #182 of 3,218
- Rank among all SEC RIAs
- #368 of 17,210
- Rank in California
- #34 of 1,873
- Clients
- 51
- Accounts
- 52
- Discretionary
- 100% of AUM
- Employees
- 51
- Advisory staff
- 24
- Offices
- 1
Owners and executives on its Form ADV
- Alan D. BillerChairman, Chief Financial Officer, Chief Executive Officer
- Nancy T. MeltonVice Chair
- Ralph P. GoldstickerChief Investment Officer
- Simon P. LimChief Compliance Officer
- Jennifer C. NewellChief Executive Officer
- Asad A. AliPresident
- Aileen E. BurrowsChief Operating Officer
Custody and brokerage
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Pension and profit sharing plans | 25 | $57B | 87% |
| Other | 25 | $8.3B | 13% |
| Charitable organizations | 1 | $4M | <1% |
Disciplinary disclosures
Alan Biller and Associates reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Pension consulting
- Selecting other advisers
How it’s paid
- A percentage of assets under management
- Hourly charges
- Fixed fees
- Other
Form ADV and brochures on the SEC’s adviser search ↗alanbiller.com ↗
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The full record on Alan Biller and Associates
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
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- Growth over one, three and five years
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- Rank against 280 peers of its type and size
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- Owners and executives, with titles and stakes
- 7 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
- 1Locked
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Background
Questions
How much does Alan Biller and Associates manage?
Alan Biller and Associates reports $65.1 billion in regulatory assets under management across 52 accounts, 100% of it on a discretionary basis, on its Form ADV filed January 26, 2026.
What kind of firm is Alan Biller and Associates?
Alan Biller and Associates is a asset manager by its Form ADV answers. Most of its assets are managed for funds, institutions or other businesses rather than individuals.
Who are Alan Biller and Associates’s clients?
By assets, its largest client types are pension and profit sharing plans ($56.8 billion, 25 clients); other ($8.3 billion, 25 clients); charitable organizations ($4 million, 1 clients).
Does Alan Biller and Associates have any disciplinary history?
Alan Biller and Associates reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Alan Biller and Associates’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-01-26), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →