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Cost-Effective Asset Allocation Solutions For Fiduciaries

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Black Diamond, MoneyGuide Pro, Redtail, Junxure, TRX, Wealth Access And More Advisor Apps

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Mobile Custodial Solutions For Advisors On-The-Go

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Founded in 2002, SSG Serves over 1200 Advisors!

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What Advisors Say About SSG

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SSG Events & Conferences

We appreciate your participation. You made our 2018 conference a success. Videos and press releases are available here.

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A New Way For RIAs

In today’s challenging environment, investors are looking for a different model for financial advice. Independent RIAs are independent, fee-based and free from conflicts of
Wall Street.

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Success Stories

SSG serves over a thousand independent RIAs around country, ranging from experienced advisory firms to small, start-up businesses, to registered reps transitioning to the fee-basis model.

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Shareholders Service Group (SSG) specializes in meeting the unique investment and technology needs of independent investment advisors and their clients. Since 2002, SSG has offered brokerage services with extensive account insurance, a wide variety of investment options, competitive technology, and an experienced team committed to providing excellent personal service.

Shareholders Service Group was named by WealthManagement.com as the Best Small Custodian with Technology for RIAs!

All of our employees share the firm’s vision and principles:

Providing responsive service
Offering excellent value
Being a trusted partner to independent advisors
Helping advisors exceed their clients' expectations

We have developed a personal and flexible service model for advisors that custody client assets with SSG. Our brokerage technology and custodial services are helping state and SEC registered RIAs across the country to be more successful.

We are committed to providing your firm with our high-quality personal service.

Check the background of Shareholders Service Group or one of its registered representatives on FINRA's BrokerCheck.

Client Feedback

"SSG has been committed to the success of my new RIA... When I call in to their office, I get a person with a name who knows me personally... Their growth strategy is perfectly aligned with mine - to build a solid reputation and strong client relationships. I'm small but they make me feel like my business is important."

Lauren Klein, Klein Financial Advisors

"We know everyone at SSG on a first name basis... We are confident that if we need something done, the guys at SSG take a personal interest in making it happen... We had always recommended advisors to them when asked for advice on whom to use as custodian. When it came time for us to change, the decision to move to SSG was easy."

Les Merrithew and Brandon Thorsten, Merrithew & Thorsten, San Diego

"SSG has several gold stars from me - they took less then 24 hours to post the accounts, the accounts are clear,easy to read; the security system is terrific and easy for the user."

Morris Armstrong, Armstrong Financial Strategies

Recent SSG News

Shareholders Service Group (SSG) and Blueleaf announce partnership to deliver automated reporting and communication platform to RIAs

June 24, 2019. San Diego, CA and Boston, MA - Shareholders Service Group (SSG) and Blueleaf announce a new strategic partnership that will provide Blueleaf’s proprietary product access, special pricing and exclusive practice management consulting to the 1,600 Independent RIAs that use the brokerage ...

Shareholders Service Group and Portfolio Pathway announce a new partnership to deliver cloud-based portfolio reporting suite

February 12, 2019. San Diego, CA and Chicago, IL - Shareholders Service Group (SSG) and Portfolio Pathway announce a new partnership that will provide advisors that use the brokerage and custodial services of SSG access to a robust wealth management technology platform and support. As part of this a...

About SSG

About Shareholders Service Group

Shareholders Service Group (SSG), www.ssginstitutional.com, provides brokerage and custodial services exclusively for independent registered investment advisors (RIAs).

(800) 380-7370

Institutional Solutions For Advisors — Personalized

Cost-Effective Asset Allocation Solutions For Fiduciaries

Black Diamond, MoneyGuide Pro, Redtail, Junxure, TRX, Wealth Access And More Advisor Apps

Mobile Custodial Solutions For Advisors On-The-Go

Founded in 2002, SSG Serves over 1200 Advisors!

What Advisors Say About SSG

SSG Events & Conferences

A New Way For RIAs

Success Stories

Home

Client Feedback

Recent SSG News

About SSG

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