RIA Intel›Advisers›California›STEP FINANCIAL SERVICES, LLC

STEP FINANCIAL SERVICES, LLC

Advisory

CA

Data as of Mar 12, 2026 · Source: SEC Form ADV

Rank in CA
#4,923
of 5,480 advisers by AUM
Average account
$333K
across 15 accounts
AUM per adviser
$5M
1 adviser

Source: SEC Form ADV. Figures as filed Mar 12, 2026.

Total AUM
$5M
Discretionary %
0%
Clients
10
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$5M
Discretionary AUM$0
Non-Discretionary AUM$5M
Discretionary %0%
Total Clients10
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InCA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in CA

Closest by assets under management. All figures from Form ADV.

SUMMIT WEALTH MANAGEMENT,INC.
BEVERLY HILLS, CA
$5M
-15.5% 1Y
QUALITAS WEALTH COUNSEL
IRVINE, CA
$5M
0.0% 1Y
MERCURY ADVISORS, LLC
SANTA MONICA, CA
$5M
-84.4% 1Y
AIES ADVISORS LLC
SOUTH SAN FRANCISCO, CA
$5M
VASQUEZ & CO., INC.
SAN FRANCISCO, CA
$5M
0.0% 1Y
PIVOT POINT CAPITAL PARTNERS, LLC
SAN FRANCISCO, CA
$5M
-97.5% 1Y

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