Advisor Registration

Paladin Registry

Registration is required for professionals and firms that want to utilize Paladin's lead generation, Directory advertisement, and/or Local SEO services.

About Registration

Register now to learn more. There is no obligation.

  • You open an account so your information can be password protected
  • You select a type of registration
  • You complete our online questionnaire
  • We vet your responses and email your results within 24-48 hours
  • Your information is protected by our strict privacy policy
Open Your Password Protected Account

Provide the following information so you can save and access your data on Paladin's secure site. After you open an account you will access your data by going to Login (upper right corner of Paladin’s home page).

Select a Marketing Zone
Member Service Agreement
Have a question?

Contact or call 703.651.2060 (EST)

About Us

Paladin registry has 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 14 years
  • Our marketing efforts have produced more than $50 billion of AUM
  • Registry founder Jack Waymire 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 or call 703-651-2060 (Eastern Standard Time). 

How it Works

  • Investors looking for a financial advisor find Paladin Registry through our Search Engine Marketing and high ranking SEO and place a request to be matched.
  • Our verification specialists verify the contact information and intent submitted by the lead.
  • Leads are matched to 1-3 advisors based on their financial needs. Advisors are matched to leads based on their service area, asset filters and monthly budget.
  • Advisors and leads receive each other’s contact details and information via a text message and/or email and reach out.
Our Memberships

Our most popular membership provides referrals to qualified prospects and access to our public directory listing with our SEO-Enhanced Advisor Profile.

We also provide a membership for directory listings only with no referrals.

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). 

Don’t want to share your detailed information online?

Just send us your email and we will be in touch.


Registry members have access to a unique set of marketing tools and services that help them convert more prospects into clients.

Our services provide the following: 

  • Differentiate them from other advisors and firms
  • Increase their credibility with investors
  • Provide an online platform that is based on transparency 
  • Expand their visibility on the Internet for geo-specific and financial service based search terms
  • Validate the quality of their credentials, ethics, and business practices
Marketing Services

We deliver marketing services exclusively to professionals and firms that are members of the Paladin Registry:

  • Professional and/or firm profiles
  • Due diligence and quality ratings
  • Directory listings for increased Internet visibility
  • Publishing for member articles on our blog sites
  • Increased social network exposure
  • Icons that validate competence and ethics
  • A service that validates the quality of your credentials
Competitive Advantage

Paladin's marketing services produce competitive advantage for our members.

Have a question?

Email or call 703.651.2060 (EST). 

Referral Service For Financial Advisors

Millions of investors have used our match tool and trusted us to connect with RIA's since 2004.

Lead Acquisition

Paladin Registry uses a combination of Search Engine Optimization (SEO), Search Engine Marketing (SEM; advertising – Pay-Per-Click Campaigns), to produce inbound investor leads for financial advisors who are listed in its Registry.

For example, there are more than 300,000 references to Paladin and the Registry on the Internet. Paladin also ranks for several hundred relevant keywords that investors use to find, research, and learn more about financial advisors.

Investor Profile

Paladin leads are individual investment ready verified investors who are seeking professionals who provide financial planning and investment services.

Inbound Digital Marketing

Paladin Registry leads are acquired using Online Inbound Marketing – that is, investors take the first step when they are actively seeking a financial advisor and initiate the contact.

Lead Verification

All leads are verified and validated by a team of specialists before they are matched to financial advisors who hold a vetted and approved membership with us.

Membership Pricing

You pay an annual membership fee plus a marketing fee for each lead. The membership fee covers Paladin’s expenses for operating the Registry. The marketing fee covers Paladin expenses for producing leads.


You open an account so Paladin Registry can password protect your information. You complete a questionnaire that Paladin uses for vetting and the development of your professional profile. Click here to get started.

Contact Paladin.....

Want to learn more about our referral, marketing, or digital services for RIAs and IARs?

  • Call us at 703.651.2060 (Eastern)
  • Email us to ask a question or schedule a convenient time to talk

We will respond to your contact request the same day or no later than the morning of the next business day.

Our Business Hours

  • 9:00AM to 5:00PM (Monday - Friday)
  • Eastern Time Zone
  • Closed weekends and holidays

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