Compare Top Financial Advisors Who Meet Your Requirements

How It Works

We match you to the right 1-3 vetted financial advisors for comparison.

We email and/or text you your final matches post request verification.

Why Use Paladin Research and Registry

Our service is Free; we have nothing to sell you

We vet and document advisor qualifications for you

You interview competent, ethical financial advisors

How does Paladin help me select the best advisor?
We shortlist and match you to 3 vetted advisors that best suit your needs.
How does an advisor get accepted in the Registry?
Advisors must meet our due diligence standards to be listed on our Registry.
What types of professionals are profiled in Paladin's Registry?
Financial advisors, financial planners, and retirement advisors.

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.

Compare Top Financial Advisors Who Meet Your Requirements

Personalized advice for Portfolio Size of 100K and above

AS FEATURED ON:

How It Works

Why Use Paladin Research and Registry

Find Your Advisor Match

I would like to retire in:

1-5 YEARS

5-10 YEARS

10+ YEARS

ALREADY RETIRED

I own a home:

YES, I OWNA HOME

NO, I DON'T OWN A HOME

I own a business:

YES, I OWNA BUSINESS

NO, I DON'T OWN A BUSINESS

My current household income:

LESS THAN $40,000

$40,000 - $74,999

$75,000 - $99,999

$100,000 - $149,999

$150,000 - $249,999

MORE THAN $250,000

My current portfolio size is:

$100,000 - $250,000

$250,000 - $500,000

$500,000 - $1 MILLION

$1 MILLION - $3 MILLION

MORE THAN $3 MILLION

Do you currently have an advisor?

YES, I HAVE AN ADVISOR

NO, I DON'T HAVEAN ADVISOR

Why are you looking for a new advisor?

I'D LIKE ASECOND OPINION

I'M NOT HAPPY WITHMY CURRENT ADVISOR

OTHER

Does your advisor need to be within commuting distance?

YES, I NEEDA LOCAL ADVISOR

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

NO PREFERENCE

Where are you located?

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:

Why do we need this information?

Who We Are

What We Do

Why Use Us

AS FEATURED ON:

Personalized advice for
Portfolio Size of 100K and above

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

MORE THAN
$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'M NOT HAPPY WITH
MY CURRENT ADVISOR

YES, I NEED
A LOCAL ADVISOR

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