Shuster Advisory Group, LLC
SEC RegisteredIntegrity, Innovative, Independent
About the firm
As an independent firm, SFG RPC is committed to offering complete objectivity and unbiased advice. They offer a full range of investment and financial services and have access to a wide array of solutions, serving as a trusted fiduciary to ensure clients' best interests are always being served.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Globally diversified investment management, asset preservation strategies, retirement income solutions, investment consulting, plan sponsor and participant services, and private wealth management
Who they serve
Individual investors and plan sponsors and participants
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 39 | $5.1M |
| High Net Worth Individuals | 153 | $588M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 71 | $977M |
| State/Municipal Entities | 1 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
10 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
5 advisors in the directory
Regulatory & compliance
Data as of March 31, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Shuster Advisory Group, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
Find the right advisor for you
Take the free 3-minute assessment to get matched with advisors who fit your goals.
Get Matched