Leads for financial advisors

We serve financial professionals

Paladin Registry is a premiere lead generation service that is used by hundreds of financial advisors and firms.

Lead Generation

Paladin Registry serves financial advisors who prefer to buy leads versus produce their own leads.

Minimum Requirements

The Registry produces leads for financial professionals who meet the following minimum requirements:

  • Acknowledged financial fiduciary
  • RIA or IAR registration
  • Clean compliance record for the past five years
  • A minimum of five years of experience
  • Fee-only or fee-based compensation

WiserAdvisor/Paladin Registry

Paladin Registry is owned and operated by WiserAdvisor.

Individual Investors

The Registry serves professionals who provide financial advice and services to individual investors. Some advisors also provide advice and services to institutional investors (pension plans, endowments, foundations).

Advisor Services

The Registry serves professionals who provide various combinations of financial advice and services: Planning, Investment, Risk Management, Tax, Legal, and Family Office.

Paladin’s digital marketing services produce leads, credibility, trust, and competitive advantage.

 

 

Have a question? Want to learn more about Paladin's marketing services for financial professionals?

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How can we help?

How can we help?