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.
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.
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 PaladinRegistry and up to 3
financial advisors related to your request. Your privacy is
important to us.
Financial
advisors specialize at providing specific financial
services. Your information helps us find you the right
advisor to suit your needs.
Based
on the information you provided, in addition to independent
advisors, we have identified the following fiduciary firms
who are likely to also fit your criteria. Your additional
selections will help us choose the best suited 2 to 3
advisors as your final match.
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.
Our service is Free; we have nothing to sell you
We vet and document advisor qualifications for you
You interview competent, ethical financial advisors
