MENLO PARK, CACRD 105283Latest ADV January 26, 2026
Alan Biller and Associates is an SEC registered investment adviser organized as a corporation with a primary office location in Menlo Park, CA. Its latest Form ADV filing, dated January 26, 2026, reports $65.1B in regulatory assets under management, 51 employee, and 52 accounts.
Assets Under Management
$65.1B
Employees
51
Offices
--
Total Clients
51
Primary office
MENLO PARK, CA
535 MIDDLEFIELD RD., SUITE 230, MENLO PARK, CA, United States
Top client segmentPension Plans represent 49.0% of total clients.
Top client categories% of clientsClients
1
Pension Plans
49.0%
25
2
HEALTH & WELFARE, VACATION, GENERAL, STRIKE
49.0%
25
3
Charitable
2.0%
1
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$65.1Bas of January 26, 2026
Discretionary100.0%
$65.1B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$65.1B
Total Accounts52
10Y AUM Change+$25.4B (+64.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees51
Clients per Employee1:1
10Y Employee Change+17 (+50.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.