By RIAs For RIAs



The Custodial Service That’s RIA Focused

TradePMR’s Founder and CEO Robb Baldwin was a successful RIA (like yourself) but realized after a difficult custodial merger that most advisors weren’t getting the support they needed.

Robb built TradePMR – a custodial service specifically for RIAs – using powerful technology designed to meet their unique needs and give them the attention they deserve.

It Starts with You

We provide white glove support to our clients to help you grow your business.

Powerful Technology

Our Fusion platform offers tech solutions specifically designed for independent RIAs.

Built by RIAs for RIAs

We believe in providing a custodial service that understands your business and supports your success like it’s our own.

Seamless Transitions

From day one, our team of specialists serves as your single point of contact to guide you through the process of learning a new platform, onboarding new clients and much more.

Innovative & Intuitive

We improve existing technology and develop new technology to provide state-of-the-art products and services to advisors.

We Treat RIAs like VIPs

At TradePMR, our philosophy is simple. Provide the best customer service and technology to help your business thrive.

Get a quick, personalized
pricing proposal today.

We know service, technology and competitive pricing are important to you.
See why thousands of other RIAs have made the switch.



"With over thirty-five years in the financial services industry, I can honestly say the service our practice receives from TradePMR is above and beyond."
John O.
"Particularly love your Fusion Technology. I think the key here is that you’ve built this in-house and can iterate quickly."
Teddy E.
"Frankly, I was not looking forward to what’s involved in switching custodians. But your team facilitated the entire process and made it a seamless transition."
Steven R.

Get started today by scheduling your introductory call.


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Why I Started TradePMR
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Tips to Get Your Team Ready for a Custodial Transition
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How TradePMR Works to Streamline Your Custodial Transition


Thinking About Switching Custodians?

We should talk. Sign up to learn how TradePMR could help your RIA business grow.