Research Advisors
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 ToolsFind Advisors
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
How to Find the Best Financial Advisors
Your first step is to determine the criteria you will use to identify and select the best financial advisors or financial planners. They do not have legitimate track records that document the performance of their current clients so that won’t … 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 CredentialMonitor 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
Paladin Research produces a one-of-a-kind newsletter that provides unique tips, facts, and performance data to investors who use the services of financial advisors. We help you protect your financial interests when advisors control or influence your investment decisions.
Why is it important to check advisor compliance records?
Advisors with numerous client complaints can continue to sell investment products. Paladin has checked the compliance records of all advisors in its Registry.
Read More >Why is it important to select an advisor who is a financial fiduciary?
Fiduciaries are held to the highest ethical standards in the financial service industry. 100% of the advisors who are profiled in the Registry are financial fiduciaries.
Read More >How do advisors achieve a Paladin 5 Star quality rating?
They must score in the 90th percentile or higher when our proprietary algorithm rates the quality of the credentials, ethics, and business practices.
Read More >Why should advisors be paid fees for their investment advice?
Their compensation is tied to the achievement of your financial goals. If they fail to meet your expectations, the relationship is terminated and their income stops.
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