Clients
Alan D Biller & Associates serves 51 clients, 25 of them pension and profit-sharing plans. The average client has about $1.28 billion with the firm.
- Pension and profit-sharing plans25 clients87%
- Other25 clients13%
- Charitable organizations1 clients0%
Show client breakdownHide client breakdown
| Client type | Clients | Regulatory AUM | Share | Avg. per client |
|---|---|---|---|---|
| Pension and profit-sharing plans | 25 | $56,792,031,428 | 87.3% | $2.27B |
| Charitable organizations | 1 | $4,081,969 | 0.0% | $4.08M |
| Other | 25 | $8,273,522,183 | 12.7% | $330.9M |
| Total | 51 | $65,069,635,580 | 100% | $1.28B |
- Clients
- 25
- Regulatory AUM
- $56,792,031,428
- Share
- 87.3%
- Avg. per client
- $2.27B
- Clients
- 1
- Regulatory AUM
- $4,081,969
- Share
- 0.0%
- Avg. per client
- $4.08M
- Clients
- 25
- Regulatory AUM
- $8,273,522,183
- Share
- 12.7%
- Avg. per client
- $330.9M
Total
- Clients
- 51
- Regulatory AUM
- $65,069,635,580
- Share
- 100%
- Avg. per client
- $1.28B
What it does
Alan D Biller & Associates provides pension consulting and selecting other managers. It is paid through a percentage of assets, hourly charges, fixed fees and other arrangements.
Alan D Biller & Associates advises no private funds.
100.0% of assets ($65.07B across 52 accounts) are managed with discretion. 0% of clients are outside the U.S., and 93 clients received advice without assets under management last fiscal year.
What the accounts hold
- Stocks1%
- Funds94%
- Pooled vehicles65%
- Registered funds29%
- Bonds4%
- Investment grade corporate bonds3%
- U.S. government and agency bonds1%
- Cash1%
Custodians
Alan D Biller & Associates’ client accounts are held mainly at The Bank of New York Mellon Institutional Bank, with 66% of managed assets. Alan D Biller & Associates does not have custody of client assets.
- The Bank of New York Mellon Institutional BankThe Bank of New York Mellon Institutional Bank · Pittsburgh, PA · $43.12B66%
- All other custodians$21.95B34%
Ownership and leadership
Alan Biller owns 25% to 50% of Alan D Biller & Associates, and Alan Biller is its CEO.
- Owns 25% to 50% of Alan D Biller & Associates, Inc.
Alan Biller
Control person · since November 1982
- Owns 25% to 50% of Alan D Biller & Associates, Inc.
Nancy Melton
Control person · since October 1991
Leadership
- Alan BillerChairman, Chief Financial Officer, Chief Executive Officer
- Jennifer NewellChief Executive Officer
- Asad AliPresident
- Aileen BurrowsChief Operating Officer
- Simon LimChief Compliance Officer
- Ralph GoldstickerChief Investment Officer
- Nancy MeltonVice Chair
Staff
- 51 employees
- 24 in advisory functions
Fees
Alan D Biller & Associates is paid through a percentage of assets under management, hourly charges, fixed fees (other than subscription fees) and other.
Alan D Biller & Associates’ fee rates are not included in this profile. Find its brochure on the SEC’s site.
Offices and registrations
Besides its headquarters, Alan D Biller & Associates has 0 offices, with 1 listed address in 1 state.
California · 1 listed address
- 535 Middlefield RD., Suite 230, Menlo ParkHQ
Other business names
Alan D Biller & Associates has reported 1 other business name to the SEC.
- Alan Biller and Associates
Registration details
- Legal name
- Alan D Biller & Associates, Inc.
- Headquarters
- 535 Middlefield RD., Suite 230, Menlo Park, CA 94025
- Phone
- 650-328-7283
- Website
- Not reported
- SEC file
- 801-48432
- Structure
- California corporation
- Fiscal year end
- October
This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. See this firm's record on adviserinfo.sec.gov
Common questions
How many clients does Alan D Biller & Associates have?
Alan D Biller & Associates has 51 clients and manages $65.1 billion for them, as of January 2026. They include 25 pension and profit-sharing plans, 25 other clients and 1 charitable organizations.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 26 January 2026
What services does Alan D Biller & Associates offer?
Alan D Biller & Associates provides pension consulting and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Alan D Biller & Associates use?
Alan D Biller & Associates’ separately managed account assets are held at The Bank of New York Mellon Institutional Bank (Pittsburgh, PA), with $43,124,564,106. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 26 January 2026
How many financial advisors does Alan D Biller & Associates have?
Alan D Biller & Associates has 0 investment adviser representatives registered with state securities authorities, out of 51 employees, and 24 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Alan D Biller & Associates invest in?
At the end of its last fiscal year, Alan D Biller & Associates’ separately managed accounts held 65% pooled vehicles (private funds and similar), 29% registered funds (mutual funds, ETFs, BDCs), 3% investment grade corporate bonds, 1% exchange-traded equities, 1% U.S. government and agency bonds and 1% cash and equivalents. It advises no private funds of its own.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Alan D Biller & Associates?
Alan D Biller & Associates’ direct owners are Alan Biller and Nancy Melton, each holding 50% or less.
Source: Form ADV Part 1A, Schedules A and B, filed 26 January 2026
How does Alan D Biller & Associates get paid?
Alan D Biller & Associates is paid through a percentage of assets under management, hourly charges, fixed fees and other arrangements. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
