Quick Facts

Quick Facts

We provide FREE services and information that help you find, screen, interview, and select top quality financial advisors.

See “What We Do” to learn more about our services.

See “Who We Serve” to learn more about our users.

See “Why Paladin” to learn why we are a source you can trust.

Want to learn more about why Paladin is a source you can trust when you seek, screen, and interview financial advisors?

Quick facts about Paladin:

  • Our first book, Who’s Watching Your Money?, was published in 2003
  • Our second book, 5 Steps for Selecting the Best Financial Advisor, was published in 2018
  • Our first generation Paladin Registry website launched in April 2004
  • We added a Registry of vetted financial advisors to the website in October 2004
  • We are the only SEC registered firm that vets, validates, and documents advisor qualifications
  • We have written hundreds of eBooks and whitepapers about financial advisors
  • Our founder, spent more than 25 years in the financial service industry before he started Paladin
  • Paladin analysts have vetted more than 9,000 financial advisors
  • We have matched thousands of investors to top quality advisors
  • More than 900,000 consumers have used our Directory to find the best financial advisors
  • More than 2.3 million consumers have viewed our educational content

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