What We Do
We provide free information, tools, and services to investors who rely on advisors to help them achieve their financial goals.
The more you know about financial advisors, the higher the probability you will select the advisor with the best qualifications.
We provide the facts. You select the best financial advisor.
Want to learn more about financial advisors before you start interviewing them?
Go to About Advisors on the top navigation and select the information you want to review.
Seeking a competent, ethical professional who works in your community?
Go to Find Advisors on the top navigation and select the service that works best for you:
- We match you to advisors that meet your requirements
- Use our Directory to select the advisors you want to interview
- Look-up financial advisors by name
Our research team produces FREE advisor profiles that document their credentials, ethics, business practices, and services. Our team has four responsibilities:
- Gathering relevant data from advisors (40 questions)
- Vetting advisor responses (public data)
- Approving advisors for the Registry
- Producing documentation (profiles)
Our research efforts save you time when you screen advisors and provides the primary information you need to select the best financial professional.
Want access to FREE tools that will help you evaluate prospective and current advisors. Go to Investor Tools on the top navigation.
Our most popular tool produces reports and quality ratings for advisor credentials.
It is dangerous to assume letters after advisors' names mean they are real financial experts. Advisors can buy credentials that make them look more knowledgeable than they really are. Go to Paladin's FREE Check a Credential database (250+ certifications) to determine the quality of advisor credentials before you sign a service agreement. There are no registration requirements to use our tools.
The best financial advisors practice full transparency for their credentials, ethics, business practices, and services.