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NAICS 52394052

SBA Loans for Portfolio Management and Investment Advice

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

Find lenders funding portfolio management and investment advice
Total loans
693
all programs
Approved $
$365.2M
last 5 years
Avg loan
$527K
median $145K
Most active lender
Live Oak Banking Company
134 loans
Jobs supported
312K
cumulative

Loan size distribution

SBA 7(a) · LAST 12 MONTHS
9.5%
11.8%
23.5%
23.5%
17%
8.9%
5.6%
<$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
PORTFOLIO MANAGEMENT AND INVESTMENT ADVICE-FRIENDLY LENDERS

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

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

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Top lenders for portfolio management and investment advice

Live Oak Banking Company
134
Byline Bank
90
TD Bank, National Association
35
The Huntington National Bank
31
Readycap Lending, LLC
22
Northeast Bank
20

Top states for portfolio management and investment advice loans

CA
75
FL
60
NY
47
TX
35
OH
31
PA
31
Loan records · Portfolio Management and Investment Advice
Showing largest 500 of 693 records
Sort:
Purvines Management LLC
Henderson, NV · 89014
$5,000,000
7(a)
Byline Bank$1.7M/job · 2024-12-10
Noah James Mazur
Eau Claire, WI · 54701
$4,622,000
7(a)
Citizens Community Federal National Association$1.2M/job · 2023-04-12
BLUM OPERATIONAL SUPPORT LLC
Westbrook, CT
$4,500,000
7(a)
Byline Bank$4.5M/job · 2024-11-13
Capita Financial Network LLC
Draper, UT · 84020
$3,965,900
7(a)
MidFirst Bank$107K/job · 2023-06-23
SageMint Wealth
Orange, CA · 92868
$3,887,000
7(a)
U.S. Bank, National Association$777K/job · 2023-02-10
SAZZE PARTNERS, INC.
Burlingame, CA · 94010
$3,800,000
7(a)
Hanmi Bank$760K/job · 2025-05-07
Gratus Wealth Advisors, LLC
Virginia Beach, VA · 23462
$3,600,000
7(a)
Byline Bank$720K/job · 2022-05-24
JEFFREY JAY ELLISH CFP PC
Peoria, AZ · 85381
$3,565,000
7(a)
Byline Bank$891K/job · 2025-05-14
Grandview Asset Management, LLC
Harrisburg, PA · 17112
$3,500,000
7(a)
ACNB Bank$438K/job · 2022-07-13
TYLER J. PETERSEN, SOLE PROP
Rapid City, SD · 57701
$3,438,000
7(a)
Live Oak Banking Company$688K/job · 2024-01-05
Michelsen & Associates, Inc.
Miami, FL · 33131
$3,310,500
7(a)
T Bank, National Association$166K/job · 2024-07-25
6630 Flanders LLC
San Diego, CA · 92121
$3,247,000
7(a)
U.S. Bank, National Association$325K/job · 2025-12-26
ThriveLife 360 LLC
Tampa, FL · 33609
$2,939,000
7(a)
American National Bank$1.5M/job · 2025-02-21
Transformational Advisory Group LLC
Seattle, WA · 98104
$2,885,000
7(a)
Live Oak Banking Company$577K/job · 2023-10-19
Michael Foguth Financial Group
Brighton, MI · 48116
$2,800,000
7(a)
Newtek Bank, National Association$43K/job · 2024-04-24
INTEGRATED FINANCIAL STRATEGIES, LLC
Charlotte, NC · 28210
$2,770,000
7(a)
Byline Bank$923K/job · 2022-03-30
North Texas Wealth Management, LLC
Denton, TX · 76202
$2,700,000
7(a)
Byline Bank$2.7M/job · 2025-09-29
PROPARTNERS WEALTH LLC
Columbia, MO · 65201
$2,690,000
7(a)
Live Oak Banking Company$207K/job · 2025-09-11
Gateway Advisory, LLC
Westfield, NJ
$2,630,000
7(a)
Live Oak Banking Company$263K/job · 2022-04-05
William R. Hayes, CFP
Ponte Vedra Beach, FL · 32082
$2,600,000
7(a)
Live Oak Banking Company$433K/job · 2025-06-16
Fortune Financial Planning Acquisition LLC
Souderton, PA · 18964
$2,500,000
7(a)
TD Bank, National Association$1.3M/job · 2025-03-18
INTEGRITY FINANCIAL CORPORATION
Bellevue, WA · 98004
$2,487,000
7(a)
U.S. Bank, National Association$99K/job · 2024-02-11
1CHR28 LLC
Irvine, CA · 92618
$2,450,000
7(a)
Wells Fargo Bank National Association$817K/job · 2024-12-10
1CHR28 LLC
Irvine, CA · 92618
$2,450,000
7(a)
Wells Fargo Bank National Association$817K/job · 2024-12-05
GWM Property Holdings, LLC
Wilton Manors, FL · 33305
$2,352,000
504
Florida First Capital Finance Corporation, Inc.$392K/job · 2023-07-10
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