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    Our Business is Transforming Yours

    TradePMR offers advisors the tools to help them succeed.

    Helping RIAs grow their business is our founding principle. We are TradePMR, a growth-minded, service-oriented firm built by RIAs for RIAs. Since 1998, taking excellent care of you has been the cornerstone of our business.

    Thousands of advisors have made the switch and experienced our award-winning level of customer service3 and innovative technology. TradePMR provides you with a dedicated team member with a direct phone number, so when you call us for help, that’s exactly what you get, right away.


    Ready for
    a conversation?

    “The TradePMR philosophy is to give advisors a seamless experience and single interface whether they are using a TradePMR app or a third party’s.”

    Joel Bruckenstein; Financial Advisor Magazine, July 20174


    Rated Custody Platform in Advisory Satisfaction – Twice (2021 T3/Inside Information Advisor Software Survey and 2019 T3 Software Survey)2


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


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


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

    “20 People Who Will Change Wealth Management in 2020”

    -Financial Planning Magazine
    Robb Baldwin, founder and CEO of TradePMR, has been recognized in conjunction with John Peluso.1





    We’re TradePMR. But you can call us
    Rob, Scott, Becky...

    As an RIA, it’s good to know our team members by name and have direct phone numbers. No dealing with a different person each and every time. We take ownership and are invested in every one of your requests. That’s one reason why we’ve been rated the #1 Rated Custody Platform in Advisor Satisfaction (2021 T3/Inside Information Advisor Software Survey)2

    As seen in

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    The TradePMR Story

    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 to help you grow.