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Alan Biller and Associates logo

Alan Biller and Associates

MENLO PARK, CA

Form ADV and provider website profile · CRD 105283 · regulatory data as of Jan 26, 2026

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This profile compiles reported firm AUM, regulatory account counts, ownership information, and source-linked regulatory records for Alan Biller and Associates. Firm-wide values may include business beyond OCIO services; review the linked filing before relying on a claim. How to interpret OCIO Intelligence data.

$65.1BReported Firm AUMReported Firm AUMTotal assets under management reported for the registered advisory firm. This may include businesses beyond its OCIO services.
52Total AccountsTotal AccountsTotal regulatory accounts reported in Form ADV Item 5.F. This is not necessarily the number of OCIO mandates or unique clients.
$65.1BDiscretionary AUMDiscretionary AUMFirm assets reported as discretionary, where the adviser generally has authority to make investment decisions within the client mandate.
$0Non-discretionary AUMNon-discretionary AUMFirm assets reported as non-discretionary, where the client generally retains final investment decision authority.

Firm Details

Source: OCIO Intelligence record

Registered nameALAN D BILLER & ASSOCIATES, INC.

CRD number105283

Firm foundedNot reported

SEC registration dateFeb 8, 1995

Employees51

Advisory professionals24

A firm-founded year is shown only when explicitly stated in the current Item 4 brochure text; SEC registration dates are not treated as founding dates.

Contact & Location

535 MIDDLEFIELD RD., SUITE 230, MENLO PARK, CA, 94025

650-328-7283

https://www.alanbiller.com/LinkedIn profile

Firm AUM History (USD)

Source: Form ADV
$65.1B

As of Jan 26, 2026

Client Mix by Firm AUM

Source: Form ADV client records
Retirement Plans87.3%$56.8B
Other12.7%$8.3B
Charities0.0%$4M

Percentages and AUM are shown from the same reported Form ADV client-type records.