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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.

 

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"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.

READ MORE

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CORPORATE
Trade-PMR, Inc.
P.O. Box 358230
Gainesville, FL 32635‑8230

Overnight Delivery
2511 NW 41st St.
Gainesville, FL 32606

TRADEPMR ADVISOR SUPPORT
88-TRADEPMR
(888-723-3767)

Business Development
888‑579‑8640

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    Sources and Disclosures

    1 Baldwin Named one of “20 People Who Will Change Wealth Management in 2020” by the editors at Financial Planning magazine, December, 2019

    22024 T3/Inside Information Advisor Software Survey, Joel Bruckenstein and Bob Veres, January 2024, sponsored by SEI, Advyzon, FP Alpha, Addepar, XLR8, and FMG. T3/Inside Information Survey, Joel Bruckenstein and Bob Veres, May 2022, sponsored by AssetBook, Holistiplan, Advyzon, Addepar, and Fidelity Investments. T3/Inside Information Advisor Software Survey, Joel Bruckenstein and Bob Veres, March 2021, sponsored by Salesforce, and 2019 Software Survey, Joel Bruckenstein and Bob Veres, January 2019, sponsored by Orion Advisor Services and Morningstar, Inc.

    3 Business Intelligence Group Announces the Winners of the 2019 Excellence in Customer Service Awards; Philadelphia, PA, May, 2019

    4 50 Most Promising FinTech Solution Providers – 2019, CIOReview, May 2019

    5 EZRA GROUP Wealth Tech Integration Score, Overview, and Methodology. EZRA GROUP and TradePMR are separate and unaffiliated companies. Custodians do not pay a fee to be evaluated and ranked.

    Copyright 2020-2024, Trade-PMR, Inc.
    Securities offered through Trade-PMR Inc, Member FINRA/SIPC. Custodial Services provided by First Clearing. First Clearing is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.
    Trade-PMR, Inc. is registered with the Securities and Exchange Commissions (SEC) and the Municipal Securities Rulemaking Board (MSRB). The MSRB website address is www.MSRB.org. The MSRB provides a link to an investor brochure that describes the protections that may be provided by the MSRB rules and how to file a complaint with the appropriate regulatory authority.
    Market volatility, volume, and system availability may impact account access and trade execution.
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