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
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
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.