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Institutional Solutions For Advisors — Personalized

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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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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...
~    Russell Investments to be National Sponsor at the SSG Conference for RIAs and Partner on Monthly Best Practices Sessions   December 3, 2018. San Diego.  Shareholders Service Group and Russell Investments announced today a new partnership for Russell Investments to provide bu...

 

About SSG

 

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

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 and custodial services of SSG. As part of the strategic partnership, SSG executives will partner with Blueleaf on long-term product roadmap and feature development.

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About Shareholders Service Group

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

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About Blueleaf

Blueleaf powers the augmented advisory experience. Blueleaf’s industry-leading platform includes automated reporting and communication capabilities to help advisors serve their clients, grow their business and live their lives.

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