Answering some basic questions will enable us to find a more suitable financial advisor match for your specific needs. Your information will remain private and confidential.
Our advisors specialize at handling different asset levels. Your portfolio size is required for a successful match. Your information will remain private and confidential.
Answering some basic questions will enable us to find a more suitable financial advisor match for your specific needs. Your information will remain private and confidential.
Answering some basic questions will enable us to find a more suitable financial advisor match for your specific needs. Your information will remain private and confidential.
Sometimes a pre screened local advisor may not be the most suitable match and may limit the options for your specific needs.
Double checking that we got the location right. Your Information will be sent to 1-3 matched advisors only. Your privacy is important to us.
Required for advisor match and connect. By submitting personal information through the Site, you agree to our "Terms of Service" and consent to receiving emails, phone calls and or text messages from WiserAdvisor and up to 3 financial advisors related to your request. Your privacy is important to us.
Who We Are
Paladin Research and Registry was founded in 2003. We are an independent source of free information about financial advisors and we provide services and tools that help consumers select the best financial advisors to help them achieve their financial goals.
Our most popular service is a proprietary program that vets financial advisor credentials, ethics, business practices and services, and matches investors to suitable financial fiduciaries based on mutual requirements.
What We Do
We make it easy and convenient for consumers to find
and connect with pre-screened financial advisors in their
area.
Why Use Us
No Cost:
Our Advisor Match Service is free
to consumers.
No Obligation:
You are not obligated to
hire any financial advisor that is matched to you.
Confidential:Your information is not
shared with anyone other than the advisors.
Saves You Time:
You only talk to
pre-screened advisors that match your financial needs.
