How It Works - For Advisors


How it Works

Paladin provides three types of online services to financial professionals and firms:

  • Registry referrals to qualified prospects (Members Only)
  • Website and Internet services that produce qualified prospects
  • Marketing and consulting services that convert prospects into clients 
Our Members

Paladin's Registry has two types of members:

  • Registered Investment Advisors
  • Investment Advisor Representatives
Our Memberships

Our most popular membership provides referrals to qualified prospects and access to our marketing services. 

We also provide a membership that does not include referrals to qualified prospects.

Membership is not required to use our Digital Marketing or Consulting services.  

Our Service Fees

Our fees vary by type of membership (firm, professional), number of professionals, locations, and your service requirements. 

Talk to a Paladin representative for more information about our service fees.

Have a question?

Email or call 703-651-2060 (Eastern). 

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.