The Registry is Paladin’s lead generation service. It connects qualified investors to financial advisors who have been vetted and approved by Paladin Research.
The connection is based on investors and advisors meeting each other’s requirements for services, assets, and location. For example, an investor’s available assets must be equal to or greater than an advisor’s minimum asset requirement.
Review & Approval Process
Our research team reviews public data and information that is provided by financial advisors for their:
- Credentials: Experience, education, certifications
- Ethics: Registratons, compliance record, fiduciary status
- Business Practices: Compensation, communications, reporting
- Services: Planning, investment, insurance, tax, legal
We are the only SEC registered firm that vets and documents financial advisor credentials, ethics, business practices, and services.
We produce a professional or firm profile for each member of the Registry. A link to the profile is provided to investors when we match them to our members.
A profile is a way for advisors to practice transparency when they market their services to investors.
Investors use the content in the profiles to learn more about financial advisors before they meet with them.
What About Results?
More than two million investors have visited the Registry to learn more about financial advisors. Since 2003, more than 320,000 investors ($125 billion of assets) have been matched to members of the Registry.