WHY WATERLOO?

Scaling a practice shouldn’t mean sacrificing your independence. Headquartered in Austin, Waterloo’s 360° Critical Infrastructure™ provides a turnkey RIA partnership foundation—integrating institutional investment access, seamless operational support, and cutting-edge FinTech.

Our partnership programs are built to accelerate your growth without compromising your independence.

RIA Partnership Models for Independent Advisors

Powerful Capabilities Custom-Tailored to Our Partner’s Needs

As one of the nation’s leading RIAs, we have built our powerful infrastructure to fulfill the exacting needs of our growing team of advisors. Our unique capabilities combined with our commitment to our partner’s success set us apart in the industry.

Full Service Model

Maintain your firm’s unique identity and values
Access our comprehensive suite of practice management services and support

Join Waterloo

Find a new home for your book of business with us
Become a part of the Waterloo Team

RIA Succession Planning & Advisor Transitions

At your discretion, our advisor program provides you with a defined succession plan that focuses on maintaining the legacy of your firm and continuing to deliver exceptional value to your clients

Outsourced CIO (OCIO) Services in Austin

Explore the advantages of our team taking on the OCIO responsibilities for your business

Alternative Investment Consulting

Manager Sourcing and Due Diligence Services
Administrative Services
Access to Waterloo Capital’s Alternative Investment Platform

WHY WATERLOO?

RIA Partnership Models for Independent Advisors

Full Service Model

Join Waterloo

RIA Succession Planning & Advisor Transitions

Outsourced CIO (OCIO) Services in Austin

Alternative Investment Consulting

Public Market Investment Platform

PRIVATE MARKET INVESTMENT PLATFORM

FAMILY OFFICE SERVICES

FINANCIAL PLANNING

Compliance, Technology, Operational Consulting & Sales Support

Advisor Resources

BILLING INTERFACE

ANALYTICS INTERFACE

LEARNING HUB

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