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ALAN BILLER AND ASSOCIATES
Legal name: ALAN D BILLER & ASSOCIATES, INC.
CRD 105283File 801-48432
APPROVED
Filing as of Jan 26, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$65.07B
Top 10% of cohort (national)
Discretionary AUM
$65.07B
Clients
26
52 accounts
Employees
51
Top 10% of cohort in CA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Feb 8, 1995
- Principal office
- 535 MIDDLEFIELD RD., SUITE 230, MENLO PARK, CA, 94025
- Phone
- 650-328-7283
- Website
- HTTP://WWW.ALANBILLER.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $65.07B
- Discretionary AUM
- $65.07B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 52
- Non-discretionary accounts
- 0
- Total accounts
- 52
- AUM per client
- $2.50B
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $4.1M |
| Pension and profit sharing plans | 25 | $56.79B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Hourly charges
- Other (described) — RETAINER
- A percentage of assets under your management
Advisory activities
- Selection of other advisers
- Portfolio management for other
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Aug 17, 2026 | Clients | 51 | 26 | decreased by25 |
| Feb 1, 2026 | Employees | 45 | 51 | increased by6 |
| Feb 1, 2026 | Clients | 60 | 51 | decreased by9 |
| Feb 1, 2026 | AUM | $59,353,683,024 | $65,069,635,580 | increased by$5,715,952,556 |
| Feb 1, 2026 | Accounts | 60 | 52 | decreased by8 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 40 | 45 | increased by5 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 31 | 60 | increased by29 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $66,038,669,314 | $59,353,683,024 | decreased by$6,684,986,290 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 31 | 60 | increased by29 |
| Feb 1, 2022 | Employees | 37 | 40 | increased by3 |
| Feb 1, 2022 | Clients | 27 | 31 | increased by4 |
| Feb 1, 2022 | AUM | $53,921,828,762 | $66,038,669,314 | increased by$12,116,840,552 |
| Feb 1, 2022 | Accounts | 27 | 31 | increased by4 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “ALAN BILLER” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“ALAN BILLER” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.