Shareholders Service Group

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.   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 20 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.  

Learn more at: ssginstitutional.com