# Silicon Valley Retirement Services, LLC

> Silicon Valley Retirement Services, LLC is an SEC-registered investment advisory firm in San Jose, CA, registered since 2010, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated February 9, 2026.

- CRD: 154756
- Filed as: SILICON VALLEY RETIREMENT SERVICES, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: San Jose, CA
- Filing period: October 2026
- Form ADV filing dated: February 9, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/154756
- AdvisorCensus page: https://advisorcensus.com/firm/silicon-valley-retirement-services-llc-san-jose-ca-154756

## Quick answers

**How is Silicon Valley Retirement Services, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Silicon Valley Retirement Services, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**Where is Silicon Valley Retirement Services, LLC located?**
Silicon Valley Retirement Services, LLC's principal office is in San Jose, CA, according to its Form ADV.

**Is Silicon Valley Retirement Services, LLC registered with the SEC or a state?**
Silicon Valley Retirement Services, LLC is an SEC-registered investment advisory firm, registered since 2010. Status as filed: Approved. CRD 154756.

**How much does Silicon Valley Retirement Services, LLC manage?**
Silicon Valley Retirement Services, LLC reports $1,401,467,613 in regulatory assets under management in its Form ADV filing dated February 9, 2026 (0% discretionary).

**How have Silicon Valley Retirement Services, LLC's assets and staff changed since 2021?**
In the Form ADV data for Silicon Valley Retirement Services, LLC: Regulatory assets under management: $841,801,175 in the October 2021 data and $1,401,467,613 in the October 2026 data, up 66%. Total employees: 2 in October 2021 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Silicon Valley Retirement Services, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (50).

**Does Silicon Valley Retirement Services, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/154756

**Does Silicon Valley Retirement Services, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated February 9, 2026 says: "SVRS does not have a minimum account size. In addition, SVRS does not have a minimum on employee participation within any of its Retirement Plan Clients’ accounts."

**What changed in Silicon Valley Retirement Services, LLC's recent Form ADV filings?**
In the March 2026 filing data: Regulatory assets under management went from $1,136,720,218 to $1,401,467,613 (+23%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated February 9, 2026)

- Account minimum: None

> SVRS does not have a minimum account size. In addition, SVRS does not have a minimum on employee participation within any of its Retirement Plan Clients’ accounts.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Regulatory assets under management (Item 5.F)
- Total: $1,401,467,613
- Discretionary: $0
- Non-discretionary: $1,401,467,613

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 50 | $1,401,467,613 |

### Advisory services (Item 5.G)
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2010 (16 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- svretirementservices.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $841,801,175 | 2 | January 18, 2021 |
| October 2022 | $1,047,014,435 | 2 | February 9, 2022 |
| October 2023 | $698,309,301 | 2 | February 12, 2023 |
| October 2024 | $944,322,353 | 2 | February 11, 2024 |
| October 2025 | $1,136,720,218 | 2 | February 18, 2025 |
| October 2026 | $1,401,467,613 | 2 | February 9, 2026 |

Regulatory assets under management: $841,801,175 in the October 2021 data and $1,401,467,613 in the October 2026 data, up 66%.
Total employees: 2 in October 2021 and 2 in October 2026.

## Changes in the filing (last 12 months)

### March 2026
- Regulatory assets under management went from $1,136,720,218 to $1,401,467,613 (+23%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Silicon Valley Retirement Services, LLC (CRD 154756): Form ADV filing data as of October 2026.