Find Your Advisor Match

Answer a few questions and get matched with 2-3 vetted financial advisors based on your needs.

Where are you located?

Enter your zip code

YOUR INFORMATION IS SECURE CONFIDENTIAL

Why do we need this information?

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.

Who We Are

Paladin Research and Registry was founded in 2004. 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: The 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.

AS FEATURED ON:

PaladinRegistry is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. PaladinRegistry matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. PaladinRegistry, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.

Find Your Advisor Match

Where are you located?

I would like to retire in:

I own a home:

YES

YES, I OWNA HOME

NO

NO, I DON'T OWN A HOME

I own a business:

YES

YES, I OWNA BUSINESS

NO

NO, I DON'T OWN A BUSINESS

My current household income:

LESS THAN $40,000

LESS THAN $40,000

$40,000 to $74,999

$40,000 - $74,999

$75,000 to $99,999

$75,000 - $99,999

$100,000 to $149,999

$100,000 - $149,999

$150,000 to $249,999

$150,000 - $249,999

MORE THAN $250,000

MORE THAN $250,000

My current portfolio size:

$250,000 to $500,000

$250,000 - $500,000

$500,000 to $1 MILLION

$500,000 - $1 MILLION

$1 MILLION - $3 MILLION

$1 MILLION - $3 MILLION

MORE THAN $3 MILLION

MORE THAN $3

LESS THAN $50,000

Less than $50,000

$50,000 $100,000

$50,000 - $100,000

$100,000 $250,000

$100,000 - $250,000

Do you currently have an advisor?

YES

YES, I HAVEAN ADVISOR

NO

NO, I DON'T HAVEAN ADVISOR

Why are you looking for a new advisor?

I'D LIKE ASECOND OPINION

I'D LIKE ASECOND OPINION

NOT HAPPY WITH MY CURRENT ADVISOR

I'M NOT HAPPY WITHMY CURRENT ADVISOR

OTHER

OTHER

Does your advisor need to be within commuting distance?

YES, I NEEDA LOCAL ADVISOR

YES, I NEEDA LOCAL ADVISOR

NON LOCAL ADVISOR OK IF BEST MATCH FOR ME

I AM OK WITH A NON LOCAL ADVISOR IF IT IS THE BEST MATCH FOR ME

NO PREFERENCE

NO PREFERENCE

Where can you receive the additional vetted information about your advisors? (credentials, experience, firm details etc.)

Your contact information for the advisor match:

FINAL STEP:

Additional information to help with your personalized match:

NEXT STEP TO YOUR ADVISOR MATCH:

Check your phone for a text from a WiserAdvisor match expert to verify your information.

Why do we need this information?

Who We Are

What We Do

Why Use Us

AS FEATURED ON:

AS FEATURED ON:

YES, I OWN
A HOME

NO, I DON'T
OWN A HOME

YES, I OWN
A BUSINESS

NO, I DON'T
OWN A BUSINESS

LESS THAN
$40,000

LESS THAN
$40,000

$40,000 to
$74,999

$75,000 to
$99,999

$100,000 to
$149,999

$150,000 to
$249,999

MORE THAN
$250,000

MORE THAN
$250,000

$250,000 to
$500,000

$500,000 to
$1 MILLION

$1 MILLION -
$3 MILLION

MORE THAN
$3 MILLION

MORE THAN
$3

LESS THAN
$50,000

$50,000
$100,000

$100,000
$250,000

YES, I HAVE
AN ADVISOR

NO, I DON'T HAVE
AN ADVISOR

Why are you looking
for a new advisor?

I'D LIKE A
SECOND OPINION

I'D LIKE A
SECOND OPINION

NOT HAPPY
WITH MY CURRENT ADVISOR

I'M NOT HAPPY WITH
MY CURRENT ADVISOR

YES, I NEED
A LOCAL ADVISOR

YES, I NEED
A LOCAL ADVISOR

NO
PREFERENCE

Where can you receive the additional vetted information about your advisors?
(credentials, experience, firm details etc.)

NEXT STEP TO
YOUR ADVISOR MATCH: