STEP Advisers, LLC
SEC RegisteredBANKING FOR THE NEXT GENERATION
About the firm
Step is the all-in-one money app with unlimited cashback, 3.00% on savings, and the Step Visa Card that builds credit with every purchase while helping you access cash when you need it most. Step's goal is to improve the financial future of the next generation.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Step offers a Visa card that builds credit, up to 10% cashback on purchases, 3.00% savings rewards, Step EarlyPay (borrow up to $250), stock investing, early paycheck access, and FDIC-insured accounts up to $1,000,000.
Who they serve
The next generation, including college students, families, and individuals looking to build credit history and grow savings at any age.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 80,707 | $0 |
| High Net Worth Individuals | 0 | $0 |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 0 | $0 |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
80,707 total clients reported on Form ADV.
Leadership
Office locations
Regulatory & compliance
Data as of March 31, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. STEP Advisers, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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