The Silicon Valley
Silicon Valley Wealth Advisors is a five-advisor wealth management practice in the San Francisco Bay Area, now partnered with Allworth Financial, providing financial planning, investment management, and retirement advisory services to individual clients and a niche airline-employee segment.
- Company typePrivate
- Founded1993
- HeadquartersCampbell, United States
- Headcount1–10
- GTM typeB2C
- OfferingServices
What The Silicon Valley does
Silicon Valley Wealth Advisors (also referred to as The Silicon Valley) is a small, relationship-driven wealth management practice serving individual high-net-worth and mass-affluent clients in the San Francisco Bay Area, with offices in Half Moon Bay and Campbell, California. The firm operates through a team of five financial advisors (Tracy Lasecke, Scott Yang, Scott Ponder, Erin Kincheloe, and Van Hong) who deliver comprehensive financial planning, investment management, retirement planning, and wealth advisory services, supplemented by a specialized offering for airline-industry employees and educational content delivered through workshops, webinars, podcasts, articles, and a retirement calculator.
The firm's underlying technology is conventional RIA tooling rather than proprietary software — client account access is provided through integrations with Fidelity, Orion, Charles Schwab, my529, and eMoney, and there is no disclosed AI/ML, API, or proprietary platform. Revenue is generated on a fee-based, recurring model tied to assets under management, with pricing not publicly disclosed and tailored to individual client engagements.
In 2024 Silicon Valley Wealth Advisors entered a partnership with Allworth Financial, a California-based fiduciary RIA founded in 1993 by Scott Hanson and Pat McClain that manages approximately $26 billion in total assets under management and administration as of January 1, 2025. As part of the integration, SVWA's advisors transitioned to Allworth's systems, email domains, and resources while continuing to serve clients from their existing Bay Area locations, with the San Jose office relocated to Campbell. The combined entity has received multiple industry recognitions including Barron's 2024 Top 100 RIA Firms, NBRI's fourth 'Best in Class' designation, USA Today Best Financial Advisory Firms 2024, and the Financial Times FT 300 ranking.
The Silicon Valley firmographics
Firmographics- Name
- The Silicon Valley
- Legal name
- Allworth Financial
- Website
- https://svwadvisors.com
- Company type
- Private
- Founded year
- 1993
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Silicon Valley Wealth Advisors is a five-advisor wealth management practice in the San Francisco Bay Area, now partnered with Allworth Financial, providing financial planning, investment management, and retirement advisory services to individual clients and a niche airline-employee segment.
- Ownership category
- akta.pro rank
The Silicon Valley industry classification
Industry- Product category
- Wealth Management
- NAICS
- Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Private Banking Advisory & Discretionary Portfolio Management (FSABADAD)
- akta.pro secondary industries
- Specialized/Niche-Vertical RIAs (e.g., Medical, Tech, Executives, Athletes) (FSAAACAL), Business Owner & Executive Financial Planning (FSAEAAAO)
Keywords
Where The Silicon Valley is headquartered
LocationHeadquarters
- HQ city
- Campbell
- HQ country
- United States
- HQ region
- North America
Offices2 records
Markets served
The Silicon Valley business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales, Others
Revenue model
- Financial Advisory Services: Fee-based financial advisory services charged on assets under management (AUM). The firm manages approximately $26 billion in total assets under management and administration (as of January 1, 2025, combined with parent company Allworth Financial).
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Annual | Personalized financial advisory services |
Go-to-market motion1 record
Distribution channels2 records
Marketing channels5 records
The Silicon Valley product offering
Product offeringCore offering
Silicon Valley Wealth Advisors provides personalized fiduciary wealth management and financial advisory services to individual mass-affluent and high-net-worth clients in the San Francisco Bay Area. The firm delivers investment management, retirement planning, comprehensive financial planning, and life-transition guidance, with a niche specialization in financial planning services for airline industry employees. Since 2024, the firm has operated in partnership with Allworth Financial, gaining access to expanded platform resources and technology while maintaining its local Bay Area presence through offices in Half Moon Bay and Campbell, California.
Product overview
Silicon Valley Wealth Advisors, now partnered with Allworth Financial, offers a unified financial advisory platform providing investment management, retirement planning, and wealth advisory services. The core offering is comprehensive financial advisory, supplemented by specialized modules for airline employees, retirement planning tools, and educational content including workshops, webinars, and podcasts.
Differentiator
Problem solved
Functional benefit
Products and services
- Financial Advisory Services Comprehensive financial advisory and investment management services including retirement planning, wealth management, and financial well-being guidance for individual mass-affluent and high-net-worth clients in the San Francisco Bay Area.
- Airline Employee Financial Services Specialized financial planning services tailored for airline employees, addressing complex airline retirement benefits, unique compensation structures, and pension planning specific to the airline industry.
Quantifiable outcome
- $26 billion in total assets under management and administration as of January 1, 2025
Companies that use The Silicon Valley
Customer profileNamed customers2 records
Segments2 records
Ideal customer profiles2 records
The Silicon Valley technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration5 records
The Silicon Valley partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- Allworth FinancialcoreSilicon Valley Wealth Advisors has formed a partnership with Allworth Financial, a California-based fiduciary advisor founded over 30 years ago by Scott Hanson and Pat McClain. The partnership provides SVWA clients with expanded resources, technology, and services. SVWA advisors continue to serve clients from their existing locations while integrating with Allworth Financial's broader platform and capabilities. Allworth Financial manages approximately $26 billion in total assets under management and administration.
Scale indicators2 records
Recent moves4 records
Expansion highlights5 records
The Silicon Valley competitors and assessment
Company assessmentBroad incumbents
- Fisher Investments: Large independent RIA providing discretionary portfolio management and wealth advisory services to high-net-worth individuals, overlapping with SVWA's core portfolio management offering at greater scale.
- Allworth Financial: Direct parent and strategic partner of SVWA; California-based fiduciary RIA managing approximately $26B AUM, providing identical wealth advisory services (portfolio management, retirement planning, financial planning) and operating in the same Bay Area geography.
- Baird (Wealth Management): Diversified financial services firm with a large wealth management division providing financial planning and investment advisory services to individuals; overlapping target market and product set with SVWA.
- Mariner Wealth Advisors: National RIA offering comprehensive financial planning, investment management, and family office services; highly comparable to SVWA's fiduciary, planning-led model and similarly serves mass-affluent through UHNW clients.
Direct peers
- Carson Group: RIA and coaching platform serving independent financial advisors and their clients with portfolio management and financial planning services; directly comparable to SVWA's advisor-led, planning-centric delivery model.
- Hightower Advisors: National RIA partnership platform supporting independent advisors with investment management, financial planning, and back-office services; structurally similar to SVWA's emerging partnership with Allworth.
- Moneta Group: Independent, employee-owned RIA offering comprehensive financial planning and investment management to HNW individuals and families; directly comparable to SVWA in business model, scale, and fiduciary positioning.
- Edelman Financial: National RIA offering fee-only financial planning and investment management on a fiduciary basis; competes directly with SVWA for mass-affluent and HNW clients who prioritize fiduciary, planning-led advice.
- Creative Planning: Large fiduciary RIA delivering comprehensive wealth management, retirement planning, and tax planning services; mirrors SVWA's product mix and fee-based AUM business model.
Emerging players
- Facet Wealth: Hybrid digital RIA providing financial planning and investment management through a tech-enabled advisor model targeting mass-affluent clients; adjacent competitor that competes for the same client demographic with a different delivery model.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat3 records
Key risks5 records
Key highlights5 records
Customer concentration
The Silicon Valley social profiles
Digital presenceThe Silicon Valley compliance and trust
Trust signalCompliance4 records
The Silicon Valley financial estimates
Financial estimateRevenue estimate
Valuation estimate
The Silicon Valley leadership team
Management profileNumber of profiles
Profiles5 records
The Silicon Valley funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
The Silicon Valley M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about The Silicon Valley
What does The Silicon Valley do?
Silicon Valley Wealth Advisors provides personalized fiduciary wealth management and financial advisory services to individual mass-affluent and high-net-worth clients in the San Francisco Bay Area. The firm delivers investment management, retirement planning, comprehensive financial planning, and life-transition guidance, with a niche specialization in financial planning services for airline industry employees. Since 2024, the firm has operated in partnership with Allworth Financial, gaining access to expanded platform resources and technology while maintaining its local Bay Area presence through offices in Half Moon Bay and Campbell, California.
Is The Silicon Valley a public or private company?
The Silicon Valley is a private company. It is classified as corporate owned and is currently operating.
When was The Silicon Valley founded?
The Silicon Valley was founded in 1993. It employs 1 to 10 people.
Where is The Silicon Valley based?
The Silicon Valley is headquartered in Campbell, United States, in the North America region.
How does The Silicon Valley make money?
One revenue line is on record: financial Advisory Services.
Who are The Silicon Valley's main competitors?
Broad incumbents on record are Fisher Investments, Allworth Financial, Baird (Wealth Management) and Mariner Wealth Advisors. Direct peers are Carson Group, Hightower Advisors, Moneta Group, Edelman Financial and Creative Planning. Facet Wealth is listed as an emerging player.
Does The Silicon Valley have an API?
No public API is recorded for The Silicon Valley.
What industry is The Silicon Valley in?
The Silicon Valley's product category is Wealth Management. Its primary akta.pro industry code is FSABADAD, Private Banking Advisory & Discretionary Portfolio Management, with a secondary code of FSAAACAL, Specialized/Niche-Vertical RIAs (e.g., Medical, Tech, Executives, Athletes). Its NAICS code is 523940 and its SIC code is 6282.