Paladin Registry

The Registry is Paladin’s lead generation service for financial advisors and firms.

The Registry is a member-based organization that profiles high quality financial advisors and firms.

Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial advisors and firms.

Vetting

Paladin’s research team vets all financial advisors and firms before they are profiled in the Registry. Vetting includes a review of advisor:

  • Experience, education, certifications
  • Compliance, fiduciary status, transparency
  • Compensation, communications, reporting
  • Types of services (planning, investment, insurance, tax, legal)
  • Website content
  • Internet presence

Validation

Paladin Research uses a proprietary algorithm to validate the quality of financial advisor credentials, ethics, and business practices. Advisors must score in the 90th percentile or higher to be profiled in the Registry.

Documentation

Paladin produces online research reports that document financial advisor credentials, ethics, business practices, and services. Investors use the research reports to learn more about financial advisors before they meet with them.

Results

More than two million investors have used the Registry’s information services. More than 225,000 investors ($65 billion of assets) have been matched to members of our Registry.




Learn more about Paladin Digital Marketing's services for RIAs.