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Company Overview

You're going to love working with us.

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Founded on Firsthand Experience

TradePMR’s technology is designed to be exactly what RIAs need because it was developed with the firsthand experiences of its Founder and CEO, Robb Baldwin. Robb, a successful RIA, realized after a difficult custodial merger, that what advisors needed was not only tomorrow’s technology today, but also a broker-dealer uniquely focused on providing extraordinary support and service to advisors.

Instead of building another brokerage firm for individual investors, Robb created a firm solely for RIAs. With that goal in mind, TradePMR delivered its first RIA workstation in 1998.

#1

Rated Custodial Platform in Advisor Satisfaction (2022 T3/Inside Information Survey, 2021 T3/Inside Information Advisor Software Survey, and 2019 T3 Software Survey)2

2019

"Excellence in Customer Service Award" Winner (Business Intelligence Group)3

50

"Top 50 Most Promising FinTech Solutions Providers of 2019" (CIO Review)4

20

Founder and CEO Robb Baldwin named "20 People who will Change Wealth Management in 2020" (Financial Planning Magazine)1

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Our Mission & Values

At TradePMR, our mission is to provide the absolute highest level of support and service to help independent financial advisors reach their goals.

5 min read

Why Zero Fee May Not Equate to “Free” for RIAs - Behind the Scenes of RIA Custodian Pricing

5 min read

Three Service Attributes to Evaluate Before Signing on with a New Provider

3 min read

TradePMR’s Account Transfer Tool: Four Steps to Streamline Your Transition

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