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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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NEW YORK, October 28, 2019 (Newswire) -Silver Wealth Technologies, a leading provider of digital wealth management solutions, today announced an exclusive pilot program of its Advisor Harmony solution for select independent registered investment advisors (RIAs) that use the brokerage and custodial ...
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 ...

 

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).

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