What We Do

We provide FREE services that help you make the right decision when you select a financial advisor or firm that will influence or control your planning and investment decisions. 

  • We provide educational content about financial advisors and firms
  • We help you find top quality advisors in our Registry 
  • We validate advisor quality
  • We document key advisor information for your records
  • We match you to 5 Star rated financial advisors 

Vetting Advisors

Paladin Research vets advisor credentials, ethics, and business practices

  • Does the advisor really have 20 years of experience?
  • Is the advisor really a Certified Financial Planner?
  • Does the advisor really have a clean compliance record?

Quality Ratings

Paladin Research uses a proprietary algorithm to produce advisor and firm quality ratings.

  • Advisors with the best credentials and ethics score the highest
  • Advisors must score in the 90th percentile or higher to achieve a 5 Star rating
  • A 5-Star quality rating is required to be listed in Paladin's Registry

Research Reports

There is an old adage that applies to financial advisors: "Trust what you see, not what you hear."

  • Verbal information maximizes the impact of advisor sales skills
  • You have no record of what was said to you
  • You lose if there is a future dispute 
  • Paladin documents advisor facts in online research reports.

Tools & Information

We also provide FREE tools and information that help you make the right decision. You can use Paladin's FREE Validate a Credential service to check the quality of advisor credentials. Why check credentials? 38% are fake so the advisor is using a deceptive sales practice.

Paladin says.....

Selecting the right advisor sounds simple, but it's not. It is loaded with hidden risks that may not surface until years later when it is too late. 


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