About Us For Advisors


About Us

We have provided online marketing services to RIAs and IARs since 2003.

Our Qualifications

We are uniquely qualified to provide marketing services to advisors and firms:

  • Our principals marketed RIA services to investors for more than 20 years
  • We have marketed RIAs and IARs to investors over the Internet for 12 years
  • We are registered with the SEC because we match investors to advisors 
  • Our marketing efforts have produced more than $50 billion of AUM
  • We wrote the highly regarded book: Who's Watching Your Money? (Wiley)
  • There are more than 350,000 references to Paladin on the Internet
  • More than 1.8 million investors have used our information services
  • As seen in: WSJ, Forbes, BusinessWeek, Bloomberg, Worth, Kiplinger

Our Independence

We are an Internet marketing company, not a financial services company:

  • No financial advisor or firm has an equity interest in Paladin
  • No Paladin professional is licensed to sell financial advice or services
  • No advisor is employed by, licensed by, or affiliated with Paladin
  • We are 100% owned by professionals who are active in our business

Have a question?

Email Info@PaladinRegistry.com or call 916.253.3334 (Pacific).

Ready to start interviewing financial advisors?

  • Our proprietary program connects you to the right financial advisors.
  • We validate and document advisor credentials, ethics, and business practices for you.
  • You select the advisors you want to interview.