We serve financial professionals
Paladin Registry is a premiere lead generation service that is used by hundreds of financial advisors and firms.
Lead Generation
Paladin Registry serves financial advisors who prefer to buy leads versus produce their own leads.
Minimum Requirements
The Registry produces leads for financial professionals who meet the following minimum requirements:
- Acknowledged financial fiduciary
- RIA or IAR registration
- Clean compliance record for the past five years
- A minimum of five years of experience
- Fee-only or fee-based compensation
WiserAdvisor/Paladin Registry
Paladin Registry is owned and operated by WiserAdvisor.
Individual Investors
The Registry serves professionals who provide financial advice and services to individual investors. Some advisors also provide advice and services to institutional investors (pension plans, endowments, foundations).
Advisor Services
The Registry serves professionals who provide various combinations of financial advice and services: Planning, Investment, Risk Management, Tax, Legal, and Family Office.
