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About RIA Reflections

Welcome to RIA Reflections, a new media platform for the wealth management industry to share their personal stories in their own words.

Like our parent company TradePMR, RIA Reflections is the first publication created by the RIA industry, for the RIA industry.

Through meaningful, first-person stories written by financial advisors, executives, and thought leaders, RIA Reflections provides a unique perspective into the daily lives of those working in wealth management and financial planning.

Along with the Synergize podcast, RIA Reflections is a part of TradePMR’s commitment to advocating for RIAs and helping them better serve their clients.  

To learn more about RIA Reflections or to share your story with us, email Senior Editor Ryan Neal, rneal@tradepmr.com.

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.

By RIAs, for RIAs

For more than two decades, TradePMR has worked with growth-minded independent registered investment advisors (RIAs), providing innovative technology tools and support designed to transform their businesses. The privately-held brokerage and custodian services provider (Member FINRA/SIPC), based in Gainesville, Fla., works to streamline investment advisors' operations through comprehensive custodial, operational, and trading support.

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Seamless Transition

Whether you are a breakaway broker or an existing RIA, our dedicated transition team walks each firm through a tailored conversion that takes into account each firm’s unique timeline and demands. As an ACAT-eligible firm with digital customer onboarding, our process is streamlined, and positions are transferred with as little downtime as possible.

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Top Rated Technology1

Evolving from more than a decade of experience and feedback from thousands of successful advisors, TradePMR offers tech solutions specifically designed for independent RIAs. Learn why your peers rated our custody platform Fusion number 1.1.

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White Glove Service

You’ll never get the call center treatment from TradePMR. You’ll know our staff by name and have direct numbers for whomever you need to call. Get the resources, training and dedicated support you want to operate efficiently and successfully.

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Exclusively RIA

Without a rival retail division, we don’t compete for your clients’ assets or attention. Ever. We focus solely on independent financial advisors, which means we serve your business like it’s our own.