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Work with someone who understands your business.

For over 25 years, our Founder and CEO Robb Baldwin has worked relentlessly to deliver high-touch service and technology that help RIAs succeed.
Provide to RIAs - Powerful Technology
Top Rated Technology1
Our Fusion custody platform offers tech solutions specifically designed for RIAs like you.
medal2-1
Award-Winning Service2
Instead of a call center with automated voices, we have real people who know your name and who offer real assistance. It’s that simple.
Asset 130@4x-8
Focused on RIAs
Unlike the other huge custodians, TradePMR has no retail offering and does not compete with advisors for their customers.

Ready to Work with a RIA-Focused Custodial Services Provider?

We know RIAs so well, it’s almost like we finish each other’s sentences.

Just take it from TradePMR’s Robb Baldwin and Archer Investment Corporation’s Troy Patton.

Hear From Your Peers

 

“Since we have joined TradePMR, all the things that made the firm stand out from the crowd have stayed true.”

Marc Horner,
Fairhaven Wealth Management

 

“We truly feel like they know us and understand our needs.”

Brian Bischoff,
Bischoff Wealth Management

 

“Since we've partnered with TradePMR, they have listened to us, been very responsive, and have provided a high level of personalized service to our team.”

Christopher W. Brown,
Brown Miller Wealth Management

Sources and Disclosures

TradePMR is not affiliated with Fairhaven Wealth Management, Bischoff Wealth Management Group or Brown Miller Wealth Management. The firms received no compensation for their endorsement of TradePMR. This material is not to be relied on as investment advice and does not constitute a recommendation of any particular investment, investment advisor or investment strategy, or an inducement to buy or sell securities. The opinions expressed herein are those of the speakers and do not necessarily reflect the opinion of TradePMR. Any opinions expressed are subject to change without notice. Any reliance on the information herein is done solely at the discretion of the viewer.

12024 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.

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

 

Copyright 2026, TradePMR, Inc.

Securities offered through TradePMR 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.

TradePMR, 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.

TradePMR, Inc. is a wholly owned subsidiary of Robinhood Markets, Inc.

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