{"ok":true,"canonical_url":"https://dealroom.so/intelligence/investment-advice/pennsylvania","api_url":"https://dealroom.so/api/public/industries/investment-advice?state=pennsylvania","data_freshness":{"sba_records_through":"2026-05-31","fdic_records_through":"2026-03-31","dealroom_last_updated":"2026-06-16","timezone":"America/Chicago"},"methodology":{"label":"Industry risk & acquisition-data methodology","url":"https://dealroom.so/methodology/industry-risk"},"source_summary":["Public SBA 7(a) loan records","FDIC institution data","DealRoom lender and franchise enrichment"],"industry":{"name":"Investment Advice","slug":"investment-advice","naics2":"52","business_count":442,"total_gross":387820600,"typical_financing":877422,"top_states":[{"state":"CA","state_name":"California","count":48,"url":"https://dealroom.so/intelligence/investment-advice/california"},{"state":"FL","state_name":"Florida","count":33,"url":"https://dealroom.so/intelligence/investment-advice/florida"},{"state":"TX","state_name":"Texas","count":33,"url":"https://dealroom.so/intelligence/investment-advice/texas"},{"state":"NY","state_name":"New York","count":32,"url":"https://dealroom.so/intelligence/investment-advice/new-york"},{"state":"MA","state_name":"Massachusetts","count":19,"url":"https://dealroom.so/intelligence/investment-advice/massachusetts"},{"state":"AZ","state_name":"Arizona","count":18,"url":"https://dealroom.so/intelligence/investment-advice/arizona"},{"state":"MN","state_name":"Minnesota","count":18,"url":"https://dealroom.so/intelligence/investment-advice/minnesota"},{"state":"OH","state_name":"Ohio","count":18,"url":"https://dealroom.so/intelligence/investment-advice/ohio"},{"state":"MI","state_name":"Michigan","count":17,"url":"https://dealroom.so/intelligence/investment-advice/michigan"},{"state":"NJ","state_name":"New Jersey","count":17,"url":"https://dealroom.so/intelligence/investment-advice/new-jersey"}],"state_scope":{"state":"PA","state_name":"Pennsylvania","returned":13,"complete":true,"businesses":[{"name":"Bluesphere Advisors LLC","city":"Norristown","state":"PA","loan_count":2,"total_gross":3980000,"url":"https://dealroom.so/businesses/bluesphere-advisors-llc-pa"},{"name":"Wealth Management Solutions LLC","city":"Exton","state":"PA","loan_count":1,"total_gross":2295000,"url":"https://dealroom.so/businesses/wealth-management-solutions-llc-pa"},{"name":"Professional Financial Advisors Inc.","city":"Wayne","state":"PA","loan_count":2,"total_gross":1390000,"url":"https://dealroom.so/businesses/professional-financial-advisors-inc-pa"},{"name":"Argat Financial Group, LTD","city":"Merion Station","state":"PA","loan_count":1,"total_gross":1250000,"url":"https://dealroom.so/businesses/argat-financial-group-ltd-pa"},{"name":"Robbins Gulph Holdings, LLC","city":"Plymouth Meeting","state":"PA","loan_count":1,"total_gross":1050000,"url":"https://dealroom.so/businesses/robbins-gulph-holdings-llc-pa"},{"name":"SKA Legacy LLC","city":"Plymouth Meeting","state":"PA","loan_count":2,"total_gross":1050000,"url":"https://dealroom.so/businesses/ska-legacy-llc-pa"},{"name":"Diamond Strategic Solutions LLC","city":"New Castle","state":"PA","loan_count":1,"total_gross":398500,"url":"https://dealroom.so/businesses/diamond-strategic-solutions-llc-pa"},{"name":"Lee A. Shaffer II - SP","city":"Denver","state":"PA","loan_count":1,"total_gross":265000,"url":"https://dealroom.so/businesses/lee-a-shaffer-ii-sp-pa"},{"name":"Planning Capital Management Corp","city":"Philadelphia","state":"PA","loan_count":1,"total_gross":265000,"url":"https://dealroom.so/businesses/planning-capital-management-corp-pa"},{"name":"Lincoln Investment","city":"Catawissa","state":"PA","loan_count":1,"total_gross":175000,"url":"https://dealroom.so/businesses/lincoln-investment-pa"},{"name":"Ameriprise Financial","city":"Monroeville","state":"PA","loan_count":1,"total_gross":150000,"url":"https://dealroom.so/businesses/ameriprise-financial-pa"},{"name":"Brent W. Makarczyk Financial Services, Inc.","city":"Nanticoke","state":"PA","loan_count":1,"total_gross":75000,"url":"https://dealroom.so/businesses/brent-w-makarczyk-financial-services-inc-pa"},{"name":"Merit Systems LLC","city":"Wayne","state":"PA","loan_count":1,"total_gross":20000,"url":"https://dealroom.so/businesses/merit-systems-llc-pa"}]}},"caveats":["Informational only — figures are historical public SBA 7(a) loan records, not a current offer or loan approval.","Business locations are ZIP-area centroids; state scoping uses the project address on the public record."],"citation":{"label":"DealRoom industry SBA intelligence","url":"https://dealroom.so/intelligence/investment-advice/pennsylvania","source_type":"DealRoom Data"}}