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    Thousands have Switched

    TIME FOR A CHANGE?

    Hi, we're TradePMR; a growth-minded, service-oriented firm built by an RIA for RIAs.

    At TradePMR, we support your RIA firm like it's our own. We believe you deserve a custodial service provider that offers innovative technology that's designed to help RIAs succeed. 

    When advisors switch to TradePMR's RIA Advisor Platform, we work hard to provide 1:1 white-glove service throughout the entire custodial transition and beyond.

    We think we know a thing or two about what it takes to make RIA businesses thrive.  

    Experience the TradePMR difference, a custodial service provider built by an RIA for RIAs. 

    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

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

      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.

      Copyright 2025, 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.
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