How it Works

Two FREE Registry services connect you to pre-screened, documented financial advisors and firms:

  • Investor/Advisor Match Service
  • Advisor Directory Application

Use Search-by-Name if you want to verify a financial advisor or firm is a current member of the Paladin Registry.

Investor/Advisor Match Service

Our most popular FREE service. We match you to the right financial advisors and firms.

  • You tell us your requirements
  • Advisors tell us their requirements
  • All Registry matches are based on mutual requirements
  • Advisor Match results are emailed to you the same or next business day

Advisor Directory 

Use our FREE Directory application to select the financial advisors you want to talk to:  

  • Enter your zip code to view the Directory
  • Select the advisors you want to talk to
  • We protect your privacy; you contact advisors
  • Go to Advisor Directory to find local advisors and firms

Search-by-Name

This FREE service verifies advisors and firms are current members of the Paladin Registry.

  • Enter advisor or firm names to find research reports
  • Notify Paladin if you believe an advisor or firm is making a false membership claim

A Tip From Paladin.....

We gather financial advisor data and produce research reports. You make informed decisions.

Book-tips

Need help finding the right financial advisor?

Read our tips.

Download your free copy!