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Shareholders Service Group

Filed under: Asset Custodian

Company info:

RIA department info:


  • Founded in 2002


What is the service or product you offer to RIAs?

Shareholders Service Group offers brokerage and custodial services exclusively to independent RIAs. At SSG, advisors receive the best overall value. While others race to the bottom of rates, fees and their service standards, advisors doing business with SSG enjoy what we deliver best - trust, transparency and hurdle-free services so they can focus on what they do best...serving their clients.

How do you differentiate your offering from competitors?

SSG only serves independent RIAs. Therefore, we do not complete by offering financial advice to retail clients that RIAs serve. SSG also was the highest rated custodial platform in the 2020 T3/Inside Information Advisor Software Survey. SSG offers the "Same Day Promise," whereas service requests received by Noon EST, are completed that same day.

What else would you like to say about your business?

SSG takes great pride in the service we provide to the advisors that work with us. When you call SSG, there's no hold time, no menus to go through, because we answer our phones with a trained service professional. The average tenure of the team at SSG is 19 plus years. And we've been management and employee owned since we founded the firm in 2002.

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Shareholder Services Group's 1,600 hundred strong advisor army marches on its stomach as it racks up three firms a week without much marketing and few retail branches

Small RIA custodians eye 400-plus RIAs who may come into play thanks to TD Ameritrade-Scottrade deal -- but with a cultivated calm

Accepting RIA orphans is less automatic than more-the-merrier policy of RIA inclusion that traditionally held sway at TradePMR, Folio Institutional, Trust Company of America, Equity Advisor Solutions and Shareholders Service Group grow, learn and seek profits

With Pershing as canvas, Dan Skiles and Peter Mangan paint a picture of a budding RIA custodian

Shareholders Service Group has 1,500 RIA firms and counting and displayed a satisfying air of permanence at its San Diego conference

How an eclectic trio of RIA custodians are willfully gaining ground with snail-like precision -- Part 2 of 3

Lazarus-like RBC has another new leader, as does Trust Company of America and Shareholders Service Group, which is selling itself as a Pershing reseller of high security, but with more agile service

Feeling RIA custody oats, Dan Skiles and Peter Mangan attract smaller RIAs but big-name lights to SSG event

The ex-Schwab RIA software chief delivered keynote at his Shareholders Service Group confab

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