<img height="1" width="1" style="display:none" src="https://www.facebook.com/tr?id=926375548331994&amp;ev=PageView&amp;noscript=1">
NEW TRADE PNG LOGOArtboard 1@4x

Time for a Change? Thousands Have Already Switched

We're TradePMR, a growth-minded, service-oriented firm built by RIAs, for RIAs.
icon-transition-growth-white

Support

We give firms direct numbers to support staffers who have the resources, training, and support that RIAs deserve. No call center, just real people who know you by name.
icon-lightbulb-white@2x

Technology

Built from experiences and feedback of successful RIAs, our Fusion platform is intuitive, integrated, ready for scale, and built with an advisor's workflow in mind.
icon-service-white@2x

Service

Your success is our standard, and we combine the benefits of a boutique custodian with the institutional backing of a nationwide bank. We’re here when you need us, how you need us.

Experience the TradePMR difference: Custodial service built for your growth from a team that knows your name.

Ready to learn how TradePMR could help your firm thrive? So are we.

Hear it Straight from Our RIAs

“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

Tools to Accommodate Your Firm's Growth

Scale and Strength backed by Robinhood

Financial Strength and Stability: Advisors can now leverage the scale, technology, and brand power of Robinhood paired with TradePMR’s entrepreneurial advisor-first approach. With this unique combination, RIAs don’t have to choose between safety and growth. TradePMR offers both.

Fully Integrated Banking Solutions

Banking and Brokerage in One: With TradePMR’s new Wells Fargo banking integration, advisors can offer clients seamless cash management, lending, and transaction solutions alongside investment portfolios. TradePMR is the only custodian in the industry offering this level of integration with a major U.S. bank to RIAs.

Fusion SYNC: AI Powered Tools

Fusion SYNC’s latest AI-powered expansion introduces two intelligent assistants — ClientMeet and ClientIQ.* ClientMeet helps simplify every stage of client meetings from prep to follow-up, helping save time, reduce errors, and strengthen relationships. ClientIQ provides instant, comprehensive insights from your CRM, helping advisors understand clients and households, uncover growth opportunities, enhance satisfaction, and make smarter, results-driven decisions.

Future-Proof Partnership

Advisors can grow with confidence, knowing their custodian is supported by a tech-forward, financially secure parent company that works relentlessly to democratize finance for all. With 27 million funded accounts on Robinhood increasingly looking for help with finances, advisors can uniquely position their firms to win the next generation of clients. TradePMR is the only RIA custodian backed by the strength of a big bank and the innovation of a rapidly growing consumer technology company.

Sources and Disclosures

*Fusion SYNC's ClientMeet and ClientIQ are powered by Cognicor Technologies and available for purchase through the Fusion platform. Cognicor Technologies and TradePMR are unaffiliated companies. 

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.

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.

By accessing this website, you agree to the TradePMR’s Internet Privacy and the Use of Cookies. Please see Privacy Policy for the TradePMR’s Internet Privacy and the Use of Cookies.