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STEP ADVISERS, LLC

SAN MATEO, CA · CRD 322349 · IAPD ↗ · step.com · 650-241-8184

$0Regulatory AUM
1Advisory reps
1Employees
80707Clients
n/aPlanning clients
0Private funds
51States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
September 2026 — STEP ADVISERS, LLC moved its main office from PALO ALTO, CA to SAN MATEO, CA.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
50
April 2026 — STEP ADVISERS, LLC shrank from 3 to 1 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
50
February 2025 — STEP ADVISERS, LLC notice-filed in AK, AL, AR, CA, CT, DC, DE, FL, GA, HI, IA, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
April 2024 — STEP ADVISERS, LLC notice-filed in AK, AL, AR, AZ, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.