OneDigital Investment Advisors announced it has acquired Silicon Valley Retirement Services, a San Jose-based independent retirement services firm, expanding its retirement capabilities across the West region and adding $1.4 billion in assets under advisement.
At the close of the transaction, Silicon Valley Retirement Services had more than $1.4 billion in assets under advisement, increasing OneDigital Investment Advisors’ total assets under advisement to $151 billion as of September 30, 2025.
Led by managing principals Tim Cole and Scott Keswick, Silicon Valley Retirement Services provides fiduciary and investment advisory services, plan administration consulting, and customized employee education programs. The firm serves clients across Silicon Valley and Northern California and has built its platform around fiduciary standards, innovation, and client-focused retirement solutions.
OneDigital said the acquisition strengthens its integrated retirement offering in the West and enhances its ability to deliver comprehensive financial services to employers and individuals. By combining Silicon Valley’s regional expertise with OneDigital’s national network, the firms aim to provide expanded advisory resources, advanced technology, and broader financial solutions to plan sponsors and participants.
Silicon Valley’s leadership cited alignment in vision and values as a key driver of the deal, noting that access to additional resources and technology will support continued innovation and client service. The combined organization expects to create operational and service synergies across OneDigital’s broader financial services platform.
Founded in 2000 and headquartered in Atlanta, OneDigital provides insurance, financial services, and HR solutions to more than 100,000 employers and millions of individuals nationwide. Silicon Valley Retirement Services was founded in 2010 and operates as an independent retirement firm focused on fiduciary advisory services, plan consulting, and investment education programs.
KEY QUOTES:
“We are pleased to welcome the Silicon Valley Retirement Services team to OneDigital. Their commitment to fiduciary standards and client-focused retirement plan solutions aligns with our mission to empower organizations and their employees for lasting financial wellbeing. Together, we are committed to building trusted relationships and supporting long-term success for plan sponsors and participants across the region.”
Frank Anzalone, Executive Vice President, Financial Services, West Region, OneDigital
“Our decision to join OneDigital was driven by a shared vision to elevate the customer experience and deliver greater value to our clients. By integrating with OneDigital, we gain access to advanced technology, deeper resources, and an expanded scope and scale that will enable us to better serve organizations and their employees. We are excited about the positive synergies with other OneDigital businesses, which will further enhance our ability to provide objective, client-focused solutions. Joining OneDigital empowers us to innovate and adapt, helping ensure we remain at the forefront of meeting our clients’ evolving needs.”
Tim Cole, CFP®, MBA and Scott Keswick, CIMA®, CPC, CPFA, Founders And Principals, Silicon Valley Retirement Services
