How it Works

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

You complete our online questionnaire. All responses are for internal use only and are protected by our strict Privacy Policy that is audited by Truste.

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.

Getting Started 

Click on this link to start the registration process.

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