Financial Professionals
RIA Partnership Models for Independent Advisors
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.
Become a PartnerPartnership Models
Powerful Capabilities Custom-Tailored to Your Needs
Full Service Model
- Maintain your firm's unique identity and values
- Access our comprehensive suite of practice management services and support
- Turnkey infrastructure with institutional capabilities
Join Waterloo
- Find a new home for your book of business with us
- Become a part of the Waterloo team
- Full support and resources from day one
RIA Succession Planning & Advisor Transitions
- Defined succession plan focused on maintaining the legacy of your firm
- Continues to deliver exceptional value to your clients
- Advisor-friendly terms and timeline
Outsourced CIO (OCIO) Services
- Explore the advantages of our team taking on CIO responsibilities for your business
- Institutional-grade investment oversight
- Frees your time to focus on client relationships
Alternative Investment Consulting
- Manager sourcing and due diligence services
- Administrative services included
- Access to Waterloo Capital's Alternative Investment Platform
Platform
360° Critical Infrastructure™
As one of the nation's leading RIAs, we have built powerful infrastructure to fulfill the exacting needs of our growing team of advisors. Our unique capabilities combined with our commitment to our partners' success set us apart in the industry.
Talk to Our Team01
Public Market Investment Platform
Intelligent Wealth Solutions (IWS)
02
Private Market Investment Platform
Institutional quality alternatives
03
Family Office Services
Comprehensive generational wealth management
04
Financial Planning
Estate, tax & personal planning
05
Compliance & Technology
Operational consulting & sales support
Let's Connect
Start Your Wealth Journey Today
Whether you're a high-net-worth individual, a family navigating complex wealth, or an institutional client seeking specialized investment solutions, our team is ready to discuss your unique needs.