We produce, screen, and process qualified leads for RIAs and IARs who are profiled in the Paladin Registry.
Want to be profiled in the Registry?
Open an Account
You open an account so your information is password protected.
Complete a Questionnaire
We Vet Your Responses
We vet questionnaire responses that describe your credentials, ethics, business practices, and services.
We email you our research results in three business days.
We Produce a Research Report
If you are admitted to the Registry, we also use your questionnaire responses to produce a research report that is provided to investors.
This way investors can use the Internet to find and learn more about you.
No Initiation Fee
There are no service initiation or vetting fees. We charge a fixed, monthly service fee “after” you are activated in the Registry.
Click on this link to start the registration process.