Use Paladin tools to research any planner or advisor at any U.S. financial services firm. We obtain data, rate advisor responses, and provide side-by-side comparisons that help you make the right decision.FREE Tools
We help you find pre-screened financial planners and financial advisors in your area who achieved 5 Star scores when we rated the quality of their credentials, ethics, business practices, and financial services.Find an Advisor
DEMAND YOUR “Investor Bill Of Rights”
State securities regulators have generally been more aggressive in protecting investors than FINRA or the SEC. These enforcement tactics by some state agencies have even caused broker friendly legislators at the federal level to call for the elimination of all … Read More
Check Advisor Credentials
Many advisors use fake credentials to convince you they are financial experts. It only takes a minute to verify the quality of advisor credentials. You avoid advisors who use deception to sell investment services and products.Check a Credential
Monitor Current Advisors
Financial advisors who derive income from your assets should not monitor themselves. Paladin provides a quarterly monitoring service that tracks key advisor information that changes over time.Monitor My Advisor
Why is it important to check advisor compliance records?
Advisors can have a history of client complaints and current licenses that permit them to sell investment services.Read More >
Why is it important to select an advisor who is a financial fiduciary?
Some advisors are fiduciaries who are held to the highest ethical standards in the financial service industry.Read More >
Can advisors legally withhold information from investors?
Yes it is legal. Financial advisors do not have mandatory disclosure requirements.Read More >
Why pay fees to advisors for their investment advice?
Advisor compensation should be impacted by the achievement of your financial goals.Read More >