Fee-only adviser · San Mateo, CA
Step Advisers, LLC
Step Advisers, LLC is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in San Mateo, California. On its latest Form ADV, filed August 7, 2026, it reports 80,707 individual clients and 1 employee who gives investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | SEC-registered |
|---|---|
| Firm CRD number | 322349 · SEC file 801-126160 |
| Office | 300 S. Ellsworth Ave. San Mateo, CA 94401 |
| Phone | (650) 241-8184 |
| Website | www.step.com |
| Regulatory assets under management | Not reported |
| Individual clients | 80,707 non-high-net-worth, 0 high-net-worth |
| Financial planning clients | Not reported |
| How it charges | Other |
| Services | Portfolio management |
| Employees | 1 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | August 7, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in San Mateo
- Private Portfolios, Inc. $293M
- International Asset Management $173M
- King Wealth Advisors, LLC $94M
- Roach Investment Services $56M
- Chen Financial Group, LLC Not reported
- Caregen Wealth Management $110M
See all 20 fee-only advisers in San Mateo →
Nearby
- Foster City 6 firms
- Burlingame 7 firms
- Redwood City 6 firms
- Redwood Shores 3 firms
- San Carlos 1 firm
- Millbrae 1 firm
- Woodside 1 firm
- South San Francisco 2 firms
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