{"ok":true,"canonical_url":"https://dealroom.so/intelligence/portfolio-management-and-investment-advice/arizona","api_url":"https://dealroom.so/api/public/industries/portfolio-management-and-investment-advice?state=arizona","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":"Portfolio Management and Investment Advice","slug":"portfolio-management-and-investment-advice","naics2":"52","business_count":513,"total_gross":297856700,"typical_financing":580617,"top_states":[{"state":"CA","state_name":"California","count":50,"url":"https://dealroom.so/intelligence/portfolio-management-and-investment-advice/california"},{"state":"FL","state_name":"Florida","count":43,"url":"https://dealroom.so/intelligence/portfolio-management-and-investment-advice/florida"},{"state":"NY","state_name":"New York","count":34,"url":"https://dealroom.so/intelligence/portfolio-management-and-investment-advice/new-york"},{"state":"TX","state_name":"Texas","count":28,"url":"https://dealroom.so/intelligence/portfolio-management-and-investment-advice/texas"},{"state":"PA","state_name":"Pennsylvania","count":24,"url":"https://dealroom.so/intelligence/portfolio-management-and-investment-advice/pennsylvania"},{"state":"OH","state_name":"Ohio","count":22,"url":"https://dealroom.so/intelligence/portfolio-management-and-investment-advice/ohio"},{"state":"IL","state_name":"Illinois","count":20,"url":"https://dealroom.so/intelligence/portfolio-management-and-investment-advice/illinois"},{"state":"CO","state_name":"Colorado","count":19,"url":"https://dealroom.so/intelligence/portfolio-management-and-investment-advice/colorado"},{"state":"NJ","state_name":"New Jersey","count":19,"url":"https://dealroom.so/intelligence/portfolio-management-and-investment-advice/new-jersey"},{"state":"MI","state_name":"Michigan","count":17,"url":"https://dealroom.so/intelligence/portfolio-management-and-investment-advice/michigan"}],"state_scope":{"state":"AZ","state_name":"Arizona","returned":9,"complete":true,"businesses":[{"name":"JEFFREY JAY ELLISH CFP PC","city":"Peoria","state":"AZ","loan_count":1,"total_gross":3565000,"url":"https://dealroom.so/businesses/jeffrey-jay-ellish-cfp-pc-az"},{"name":"Matthew M Harrison LLC","city":"Mesa","state":"AZ","loan_count":1,"total_gross":2090000,"url":"https://dealroom.so/businesses/matthew-m-harrison-llc-az"},{"name":"TWS Properties, LLC","city":"Scottsdale","state":"AZ","loan_count":1,"total_gross":1232500,"url":"https://dealroom.so/businesses/tws-properties-llc-az"},{"name":"POM Wealth Management, LLC","city":"Prescott","state":"AZ","loan_count":1,"total_gross":646500,"url":"https://dealroom.so/businesses/pom-wealth-management-llc-az"},{"name":"Frick & A Holdings LLC","city":"Sun City West","state":"AZ","loan_count":1,"total_gross":527300,"url":"https://dealroom.so/businesses/frick-a-holdings-llc-az"},{"name":"Wyatt McRae Wealth Advisor PLLC","city":"Tucson","state":"AZ","loan_count":1,"total_gross":385000,"url":"https://dealroom.so/businesses/wyatt-mcrae-wealth-advisor-pllc-az"},{"name":"Craig Steven Landers","city":"Peoria","state":"AZ","loan_count":1,"total_gross":250000,"url":"https://dealroom.so/businesses/craig-steven-landers-az"},{"name":"Axberg Wealth Management, LLC, an Arizona Limited Liability Company","city":"Sun City West","state":"AZ","loan_count":1,"total_gross":212800,"url":"https://dealroom.so/businesses/axberg-wealth-management-llc-an-arizona-limited-liability-company-az"},{"name":"Legacy Builders Finance","city":"Lake Havasu City","state":"AZ","loan_count":1,"total_gross":46000,"url":"https://dealroom.so/businesses/legacy-builders-finance-az"}]}},"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/portfolio-management-and-investment-advice/arizona","source_type":"DealRoom Data"}}