Home
Financial Advisor
California
San Jose
SILICON VALLEY RETIREMENT SERVICES, LLC

SILICON VALLEY RETIREMENT SERVICES, LLC

Tel: 408-572-5572 2570 N. First St, Second Floor Suite 276 San Jose, California 95131

About SILICON VALLEY RETIREMENT SERVICES, LLC

SILICON VALLEY RETIREMENT SERVICES, LLC is a San Jose, California based financial advisory firm with nearly $1,136,720,218 in assets under management and provides investment advisory services for 55 clients. There are currently 2 financial advisors at the firm.

General Information
Firm CRD#:

154756

Firm SEC#:

801-71756

Assets Under Management:

$1,136,720,218

No. of Clients:

55

Advisory Services Provided:

Pesnsion consulting services
Selection for other advisors

Find & Compare Top Financial Advisors in your area

A better way to find the right financial advisor

Are you a Financial Advisor in California?

Active investors submitted requests in your area.
Do you qualify to be in our network and get matched?

Top Financial Advisory Firms in California, San Jose

FirmCRD#:164588
SEC#:801-130162
No. of Advisors:40
No. of Clients:40
AUM:$2,152,219,669
FirmCRD#:139237
SEC#:801-66794
No. of Advisors:8
No. of Clients:1883
AUM:$1,117,452,992
FirmCRD#:125114
SEC#:801-62004
No. of Advisors:7
No. of Clients:1523
AUM:$1,083,848,650
FirmCRD#:312875
SEC#:801-120454
No. of Advisors:11
No. of Clients:767
AUM:$760,769,608
FirmCRD#:167151
SEC#:801-77888
No. of Advisors:7
No. of Clients:1732
AUM:$623,528,618
FirmCRD#:226661
SEC#:801-96317
No. of Advisors:6
No. of Clients:1254
AUM:$501,727,943
FirmCRD#:157913
SEC#:801-79251
No. of Advisors:4
No. of Clients:1192
AUM:$478,899,915
FirmCRD#:284082
SEC#:801-107967
No. of Advisors:2
No. of Clients:986
AUM:$405,475,731
FirmCRD#:329135
SEC#:801-129366
No. of Advisors:14
No. of Clients:859
AUM:$309,930,534
FirmCRD#:139009
SEC#:801-70918
No. of Advisors:6
No. of Clients:666
AUM:$265,206,130
FirmCRD#:133743
SEC#:801-122140
No. of Advisors:4
No. of Clients:536
AUM:$165,734,626
FirmCRD#:127758
SEC#:801-119518
No. of Advisors:7
No. of Clients:189
AUM:$121,965,576
FirmCRD#:150647
SEC#:801-70365
No. of Advisors:5
No. of Clients:3
AUM:$86,104,605
FirmCRD#:314872
SEC#:801-121438
No. of Advisors:0
No. of Clients:3
AUM:$95,308

WiserAdvisor
WiserAdvisor is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. WiserAdvisor matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. WiserAdvisor, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.
Home
FAQs
Advisor Program
Affiliate Program
Privacy Policy
Terms & Conditions
Disclosure
© Copyright 2026 WiserAdvisor.com. All Rights Reserved.