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. 

  • An online service that helps you find the best advisors
  • A fast, easy way to determine the quality of advisors and firms
  • An independent source of data for advisor credentials, ethics, and business practices 
  • Vetted advisor data that has been reviewed by experts 
  • An integrated service that helps you select the best advisor

We provide four types of information services that help you make the right decisions.

Vetting

Paladin Research obtains information from advisors and checks it for accuracy.

  • 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 rate the quality of advisor credentials, ethics, business practices, and services.

  • A 5-Star quality rating is a minimum requirement to be listed in Paladin's Registry
  • Advisors must score in the 90th percentile or higher to achieve this rating

Research Reports

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

  • Verbal maximizes the impact of advisor personalities and sales skills
  • You have no record of what was said to you
  • You lose if there is a future dispute 

Paladin Registry is a source of online documentation for advisor facts that matter: Credentials, ethics, business practices, and services.

Tools & Information

We also provide FREE tools and information that help you make better decisions. For example, use Paladin's Check a Credential service to verify the quality of advisor certifications (tip: 38% of them are fake).

Paladin says.....

Who is going to protect your financial interests? Not the regulatory agencies. They do not know you exist. Not Wall Street. It makes money from your assets. You have to protect your financial interests.

Book-tips

Need help finding the right financial advisor?

Read our tips.

Download your free copy!