Personalized Custodial Services
Exclusively for Independent
Registered Investment Advisors

See the SSG Difference

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.

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.

T3/Inside Information Advisor Software Survey – Highest Rated

Read the Details Here

The 2017 Shareholders Services Group (SSG) Annual Conference in San Diego, CA.

Provides Top-Notch Support

From start-up to crossing the $200 million mark, SSG has been there for my clients and my firm. SSG has been assisting my firm in everything we do to provide top-notch support to our clients. In fact, SSG even presented at one of our client events and it was a big success!

David J. O’Brien

EVOadvisers and Chair, NAPFA

SSG is a Great Partner

Teamwork is critical to delivering the best decisions and most valuable client service. It is great to have a partner like SSG helping my firm with achieving these objectives.

Sheryl Rowling

Rowling & Associates

Used SSG for Over 10 Years!

My firm has had the pleasure of working with SSG for over 10 years. Even with our tremendous growth and theirs too….one thing has never changed…..and that is SSG providing the best support for my firm and our clients.

Don Tharp

Hudson Financial Advisors, Inc.

SSG Has Been There Since Day One

My firm is committed to providing personalized wealth management and planning services for every client relationship that is free from conflicts of interest. SSG has been there for us since day one as a key operational and strategic partner in helping us best serve our clients and grow our firm.

Matt Krusko

Golden Bay Advisors

RIA that Opened a New Firm

I am very pleased that I found SSG when I was selecting a custodian. Even when my practice was newly established and I was just beginning to build my AUM, the staff at SSG gave me very personalized service and attention. As my practice has grown and the custody services have become more complex, I’ve found that the superb service is matched by the depth of expertise. The hallmark of the service that SSG provides is that SSG actually cares about helping us as advisors succeed in providing great service to our clients.

Susan Moore

Moore Financial Advisors, LTD.

A NAPFA Member New to SSG

I have been doing business with SSG since 2013 and they have exceeded my expectations year after year. They truly understand how to deliver excellent personal service and attention.

Jennifer Lazarus

Lazarus Financial Planning, LLC