Who We Serve

Empowering Advisors to Deliver Exceptional Outcomes

At Petrichor, we're dedicated to partnering with forward-thinking financial advisors who share our commitment to excellence.

Here's a closer look at the advisors we partner with:

Independent Advisors (RIAs)

We understand the entrepreneurial spirit of RIA’s and provide the resources and support you need to achieve independence and scale your practice.

Planning Firms

We complement your existing financial planning services with sophisticated investment solutions to deliver holistic wealth management for your clients.

Wirehouse Advisors

We bridge the gap between traditional wirehouse models and independent practice, offering the freedom and flexibility to personalize your client service while leveraging our investment expertise.

By partnering with Petrichor you gain access to:

  • A dedicated advisor support team: Experienced professionals who provide ongoing guidance and support.

  • Customizable investment solutions: A flexible platform to tailor investment strategies to your clients' specific needs

  • Proprietary investment research: In-depth analysis and insights from our experienced investment team.

If any of these descriptions fit your current situation, we are here to help!

You do all of your own investment analysis but your time is running thin and you aren’t able to do the appropriate due diligence.

You currently use an OCIO but feel you are just another name in a long list of clients. You don’t receive the attention you deserve and the bps fee model continues to drag on your profits.

You have a capable team for trading, but still need assistance on market analysis and portfolio construction.

You want a partner / assistance on the investing side.