Why Use Paladin Services?
You and Wall Street have a common interest, your assets, but vastly different goals? You want financial security for the rest of your life and Wall Street wants to maximize the revenue it generates from your assets.
Paladin is on your side
You can to it alone when you interact with Wall Street representatives or you can use Paladin expertise and tools that help you make the right decisions (selection, retention, termination, replacement).
All Paladin Research tools, reports, and ratings are provided FREE to investors. We have absolutely nothing to sell you.
We Do The Work
Our online tools do the work so you don't have to. We gather data, produce reports, calculate ratings, and archive data in your free User account. You use the information to make the right decisions when you rely on financial advisors who influence or control the investment of your assets.
Unlimited Advisors and Firms
There are 750,000 financial advisors. You can use Paladin Research tools to gather data, produce reports, and generate quality ratings for any one of them. We do not limit you to particular advisors.
No Registration Required
Four of Paladin's most popular tools are on our home page: Find an Advisor, Check a Credential, View Performance Benchmarks, and Rate the Quality of an Advisor. Check us out! No registration is required to use these tools.
Our Specialized Expertise
We have vetted more than 32,000 financial planners and advisors for investors. Our principals spent more than 50 years in the financial service industry. We wrote the book, Who's Watching Your Money?, on selecting higher quality advisors. We know advisors!
We do not ask for any personal financial data - account numbers and passwords for Social Security, bank accounts, credit cards, or brokerage accounts. All advisor data, that we archive for you, is protected by SSL technology and 128 bit encryption.