Wealth Manager
    SEC Registered

    Alan Biller and Associates

    Registered investment advisor · Menlo Park, California · CRD #105283

    Assets Under Management
    $65.1B
    Client Accounts
    52
    Employees
    51
    CRD Number
    105283
    Registration
    SEC Registered

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Alan Biller and Associates

    Alan Biller and Associates is an independent fiduciary investment consulting firm based in Menlo Park, California. Founded in 1982 by Alan Biller, the firm specializes in providing strategic investment consulting services to US institutional investors. As of 2025, it manages $184 billion in assets under advisement and $69 billion as an outsourced Chief Investment Officer (OCIO). The firm offers two main service models: non-discretionary consulting services and discretionary OCIO services. Non-d

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Alan Biller and Associates

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    Frequently Asked Questions

    What is Alan Biller and Associates's AUM?

    Alan Biller and Associates reports approximately $65.1B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Alan Biller and Associates headquartered?

    Alan Biller and Associates is headquartered in Menlo Park, California.

    What is Alan Biller and Associates's CRD number?

    Alan Biller and Associates's CRD number is 105283. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Alan Biller and Associates manage?

    Alan Biller and Associates manages approximately 52 client accounts according to its latest SEC filing.

    Is Alan Biller and Associates SEC registered?

    Yes, Alan Biller and Associates is registered with the SEC as an investment adviser with an approved registration status.

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