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 Verify Membership if you want to validate a financial advisor or firm is a current member of the Paladin Registry.

Investor/Advisor Match Service

Our most popular FREE service matches you to the right financial advisors and firms in your community.

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

View Financial Advisor Listings

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

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

Verify Membership

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

  • Enter advisor or firm name to determine membership status
  • Notify Paladin if you believe an advisor or firm is falsely claiming a membership in the Registry

A Tip From Paladin.....

We ask the right questions and document advisor responses for you. Our documentation helps you make informed choices.

Book-tips

Need help finding the right financial advisor?

Read our tips.

Download your free copy!