SourcingSourcing

ALAN D BILLER & ASSOCIATES, INC.

C24
CRD 105283·SEC 801-48432·MENLO PARK, CA
AUM
$65.07B
$1B+
Est. Revenue
$650.7M
@ 1% on AUM
Est. EBITDA
$195.2M
@ 30% margin
Est. Deal Value
$1.56B
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
ALAN D BILLER & ASSOCIATES, INC.
CRD
105283
SEC file #
801-48432
EIN
—
DBA names
Alan Biller And Associates

Economics

AUM
$65.07B
AUM band
$1B+
AUM trajectory
'20'26
$42.58B → $65.07B▲ +53%
Client mix
Pension Profit Sharing Plans25
Other25
Charitable Organizations1

Operations

Employees (total)
51
Advisory staff (per ADV)
24
Advisory staff (5-yr trend)
'20'26
17 advisors → 24 advisors▲ +41%
Primary office
MENLO PARK CA
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Pension consultingSelection of other advisers
Fee basis
% of AUMHourly chargesFixed feesOther Compensation

Filings

Latest ADV filing
01/26/2026
ADV-W filed at
—
Website
alanbiller.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
BILLER, ALAN, DAVID
Top Owner Pct
37.5
Top Owner Entity Kind
I
Owner Count
7
Control Persons
BILLER, ALAN, DAVID
MELTON, NANCY, TARABOCHIA
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
ALANBILLER.COM
Rdap Domain Creation Date
2003-10-21T15:02:25Z
Rdap Firm Age Years
23
Rdap Firm Age Band
20+y
Rdap Registrar
easyDNS Technologies Inc.

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
Yes
Form 5500 Plan Count
27
Form 5500 Total Compensation
16,445,241
Form 5500 Compensation Trajectory 3y
202514,227,669
20262,217,572
Form 5500 Plan Count Trajectory 3y
202518
20269
Schedule C Total Compensation
16,445,241
Schedule C Service Provider Rows
27

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (15)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
E*trade4
Bny Mellon2
Fee Schedule
Bracket X65
Bracket Ix29
Bracket Vi3
Bracket I1
Bracket Iii1
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-10-21T15:02:25Z
Rdap Domain Last Changed
2024-08-23T21:59:49Z
Rdap Nameservers
Dns1.easydns.comDns2.easydns.netDns3.easydns.org
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer ProhibitedClient Update Prohibited
Top Owner CRD
1217836
Trust Company Affiliate
No

People (7)

7
BILLER, ALAN, DAVID
Direct Owner · 37.5%
1217836
MELTON, NANCY, TARABOCHIA
Direct Owner · 37.5%
1246671
ALI, ASAD, ASIF
Executive Officer · 2.5%
4673590
BURROWS, AILEEN, ELIZABETH
Executive Officer · 2.5%
4575191
GOLDSTICKER, RALPH, PHILIP
Executive Officer · 2.5%
1281043
LIM, SIMON, PAUL
Executive Officer · 2.5%
2655255
NEWELL, JENNIFER, CHRISTINE
Executive Officer · 2.5%
1555213