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Offering RIAs Excellent Service,Support,Technology

We're TradePMR, and we believe independent financial advisors deserve more from their custodian.

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Built by an RIA, for RIAs

In 1998, Robb Baldwin was an RIA who envisioned a custodial services provider uniquely focused on offering the best technological tools and extraordinary support and service to RIAs. That vision became TradePMR.
 

Created by
RIAs for RIAs

In 1998, Robb Baldwin was an RIA who envisioned a custodial services provider uniquely focused on offering the best technological tools and extraordinary support and service to RIAs.

That vision became TradePMR.

Whether it’s handling a portion or all of your business, we have the award-winning customer service3 and technology2 offerings designed to help you grow.

READ MORE

Created by
RIAs for RIAs

In 1998, Robb Baldwin was an RIA who envisioned a custodial services provider uniquely focused on offering the best technological tools and extraordinary support and service to RIAs.

That vision became TradePMR.

Whether it’s handling a portion or all of your business, we have the award-winning customer service3 and technology2 offerings designed to help you grow.

READ MORE

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Seamless Transition

Whether you are a breakaway broker or an existing RIA, TradePMR combines our AI-powered Fusion SYNC technology with a dedicated transition team for a seamless migration that minimizes client impact.

Make the Switch

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Powerful Technology

Evolving from the experiences and feedback of successful advisors, TradePMR offers technology specifically designed for independent RIAs. Learn more about our award-winning2 custody platform, Fusion.

Experience Fusion

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White Glove Service

RIAs should never get the call center treatment. At TradePMR, RIAs get direct numbers to a staffer they know by name who can provide the resources, training, and support advisors need.

Why TradePMR?

Exclusively RIA

Without a retail division, we don't compete for your clients' assets or attention. Ever. We focus solely on serving independent financial advisors and helping them grow.

Custodial Services

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Helping RIAs grow their business is our top priority.

Whether it’s handling a portion or all of your business, we have the award-winning customer service3 and technology2 offerings designed to help you grow.

Let's Talk

The TradePMR Experience

What do our Advisors and Industry Leaders think about TradePMR?

“It didn’t make sense for us to sit and wait for the right time — there will always be reasons to hold off, but we felt the benefits of switching were too significant to ignore.”

Mark Horner, Fairhaven Wealth Management

“The [TradePMR] team is so nimble when it comes to service, they’re proactive, they pay attention, and it makes a big difference.”

Brian Bischoff, Bischoff Wealth Management

The Latest from TradePMR

Knowledge Base

3 min read

To Keep Growing an RIA, Successful Advisors Don’t Have to Go It Alone

3 min read

How Personalized Communication Could Be Key to Unlocking Growth Across Generations

4 min read

How to Use Time Strategically to Build a Better Business

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“#1 rated custodial platform in advisor satisfaction”

2024 T3/Inside Information Advisor Software Survey, Technology and Tools For Today2

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“highest score among custodial platforms: 7.86/10”

Ezra Group’s WealthTech Integration Score5

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“2019 excellence in customer service award”

Business Intelligence Group3

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“20 people who will change wealth management”

CEO and Founder, Robb Baldwin1