Offering RIAs Excellent Support, Technology, Service


A Better
Choice for RIAs

We're TradePMR, and we believe in having a choice for a better custodial service.

One whose team knows you on a first-name basis. A custodial services provider with award-winning service3 and technology2 to deliver what you may need, when you need it. Most of all, we believe in a custodial service platform that knows your company and supports your success like it's their own.

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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.



Why Choose TradePMR?

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Seamless Transition

Whether you are a breakaway broker or an existing RIA, our dedicated transition team walks each firm through a tailored conversion that takes into account each firm's unique timeline and demands. As an ACAT-eligible firm with digital customer onboarding, our process is streamlined, and positions are transferred with as little downtime as possible.

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White Glove Service

You’ll never get the call center treatment from TradePMR. You’ll know our staff by name and have direct numbers for whomever you need to call. Get the resources, training and dedicated support you want to operate efficiently and successfully.

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Powerful Technology

Evolving from more than a decade of experience and feedback from thousands of successful advisors, TradePMR offers tech solutions specifically designed for independent RIAs. Learn more about our award-winning2 custody platform, Fusion.

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Exclusively RIA

Without a rival retail division, we don't compete for your clients' assets or attention. Ever. We focus solely on independent financial advisors, which means we serve your business like it's our own.


How can TradePMR help you
transform your business?



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Take Advantage of the Summer Slowdown to Reevaluate Your Tech Stack
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Fairhaven Wealth Management – How One Firm Transitioned to TradePMR in Under Six Weeks
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How to Let the World Know About Your New RIA


Interested in learning more about TradePMR?