Dedicated to Helping RIAs Succeed

Thank you for requesting more information about Shareholders Service Group (SSG).

Shareholders Service Group (SSG) provides custodial services exclusively for independent registered investment advisors (RIAs). We are dedicated to helping RIAs succeed in working with their clients by providing the best overall platform of investment solutions, service and technology. In fact, SSG was the highest-rated custodial platform in the 2020 T3/Inside Information Advisor Software Survey.

Furthermore, the employees of SSG have an average of over 19 years of experience in serving the needs of independent RIAs. We understand what independent RIAs require in order to do their best work and this includes offering the “SSG Same-Day Promise” which means service requests received by noon receive same-day attention. The company was founded in 2002 and currently serves approximately 1,600 independent RIAs

The SSG Difference

At Shareholders Service Group, you get get the best overall value. While others race to the bottom of rates, fees and other fine print minutia, our advisors depend and enjoy what we deliver best – trust, transparency and hurdle-free services so they can focus on what they do best . . . serving their clients.

“Best Technology . . . ”

Recently, SSG won the WealthManagement.com Award for Best Technology among RIA Custodians under $25 billion.

We serve over 1,600 advisors nationwide and are proud to deliver personalized support in everything that we do to support these firms

T3/Inside Information Advisor Software Survey – Highest Rated

Thank You

We look forward to working with your firm! Please review the following materials, including the Master Account form, which is the first step for working with us. Please let us know if you have any questions.

Thank You,

Overview of SSG


Fee Schedule