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NAICS 52393052

SBA Loans for Investment Advice

Investment Advice are one of the most-funded SBA 7(a) industries. Explore which lenders are actually approving investment advice loans, what loan sizes they fund, and where activity is concentrated.

Find lenders funding investment advice
Total loans
4,253
all programs
Approved $
$1.7B
last 5 years
Avg loan
$399K
median $145K
Most active lender
Live Oak Banking Company
1,058 loans
Jobs supported
312K
cumulative

Loan size distribution

SBA 7(a) · LAST 12 MONTHS
24.5%
13.3%
21.5%
18.6%
11.7%
7%
3.6%
<$50K
$50–100K
$100–250K
$250–500K
$500K–1M
$1–2M
$2M+
Most common range
$100K – $250K
34% of loans
Median
$145,000
90th percentile
$612,000
INVESTMENT ADVICE-FRIENDLY LENDERS

The 5 lenders that approved 41% of investment advice SBA loans last year.

Submit your investment advice profile and we'll prioritize lenders that have already funded similar concept, size, and geography.

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~ 2 MIN · NO COMMITMENT

Top lenders for investment advice

Live Oak Banking Company
1,058
Byline Bank
212
U.S. Bank, National Association
206
Bank of America, National Association
181
Wells Fargo Bank National Association
179
JPMorgan Chase Bank, National Association
154

Top states for investment advice loans

CA
678
FL
252
TX
228
NY
226
OH
196
IL
159
Loan records · Investment Advice
Showing largest 500 of 4,253 records
Sort:
Chester Springs Wealth Management Group
Exton, PA · 19341
$5,000,000
7(a)
Live Oak Banking Company2016-05-05
Practice Solutions, Inc.
Orlando, FL · 32804
$5,000,000
7(a)
Live Oak Banking Company$294K/job · 2019-07-08
DGW Worldwide, LLC
Webster, TX · 77598
$5,000,000
7(a)
Live Oak Banking Company$1.3M/job · 2021-02-18
The Retirement Planning Group, Inc.
Overland Park, KS · 66224
$5,000,000
7(a)
Live Oak Banking Company$2.5M/job · 2021-03-02
WHITE OAKS INVESTMENT MANAGEMENT, INC.
Minneapolis, MN · 55402
$5,000,000
7(a)
Choice Financial Group$556K/job · 2017-09-05
PMM Partners Inc.
Schaumburg, IL · 60173
$5,000,000
7(a)
Capital Bank, National Association$1.7M/job · 2017-06-16
Klaas Financial Asset Advisors, LLC
Loves Park, IL · 61111
$5,000,000
7(a)
Live Oak Banking Company$208K/job · 2017-01-12
J A K Global Holdings LLC
Scottsdale, AZ · 85255
$5,000,000
7(a)
Live Oak Banking Company$217K/job · 2017-12-20
Lerner Financial LLC
Big Rapids, MI · 49307
$5,000,000
7(a)
Live Oak Banking Company2020-12-08
GIRAFFES INC
Columbus, MS · 39701
$5,000,000
7(a)
Byline Bank$385K/job · 2020-04-24
Niemann and Associates, LLC
Oklahoma City, OK · 73114
$5,000,000
7(a)
Byline Bank$227K/job · 2020-08-04
GAAM Wealth Advisors, Inc
Kingsport, TN · 37660
$5,000,000
7(a)
Live Oak Banking Company$238K/job · 2014-06-04
Steward Partners Holdings LLC
Washington, DC · 20036
$5,000,000
7(a)
Fulton Bank, National Association$147K/job · 2014-11-26
Barron Real Estate Group Corp.
San Diego, CA · 92131
$4,887,000
7(a)
Bank of America, National Association$2.4M/job · 2023-05-11
Steven Minkoff
San Francisco, CA · 94111
$4,850,000
7(a)
Byline Bank$346K/job · 2020-09-10
OPTIMIZE FINANCIAL INC.
Laguna Hills, CA · 92653
$4,800,000
7(a)
Byline Bank$2.4M/job · 2021-09-21
Pinnacle Peak Private Client Group LLC
Scottsdale, AZ · 85255
$4,800,000
7(a)
Byline Bank$1.2M/job · 2016-12-29
StraightLine Group LLC
Troy, MI · 48084
$4,750,000
7(a)
Live Oak Banking Company$679K/job · 2020-02-10
Financial Architects, Inc.
Farmington, MI · 48331
$4,745,000
7(a)
Live Oak Banking Company$593K/job · 2019-04-23
Kuttin-Metis Wealth Management
Melville, NY · 11747
$4,726,000
7(a)
Live Oak Banking Company$197K/job · 2014-04-03
GIRAFFES INC
Columbus, MS · 39701
$4,700,000
7(a)
Byline Bank$362K/job · 2020-07-30
Lifelong Wealth Advisors Inc.
Minneapolis, MN · 55415
$4,630,000
7(a)
Live Oak Banking Company$579K/job · 2014-12-19
Nfluence Partners
San Francisco, CA · 94111
$4,611,000
504
Capital Access Group, Inc.$461K/job · 2021-11-23
Gremler Financial Group, LLC
Des Moines, IA · 50312
$4,575,000
7(a)
Live Oak Banking Company$120K/job · 2017-04-05
IFP Nova, LLC
Fairfax, VA · 22033
$4,505,100
7(a)
Live Oak Banking Company$644K/job · 2021-12-11
1–25 of 500 (largest 500 of 4,253)
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