{"ok":true,"canonical_url":"https://dealroom.so/intelligence/portfolio-management-and-investment-advice/georgia","api_url":"https://dealroom.so/api/public/industries/portfolio-management-and-investment-advice?state=georgia","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":"GA","state_name":"Georgia","returned":11,"complete":true,"businesses":[{"name":"DARIN S. RUTTENBERG","city":"Senoia","state":"GA","loan_count":1,"total_gross":1455000,"url":"https://dealroom.so/businesses/darin-s-ruttenberg-ga"},{"name":"SJJ HOLDINGS LLC","city":"Alpharetta","state":"GA","loan_count":1,"total_gross":1131600,"url":"https://dealroom.so/businesses/sjj-holdings-llc-ga"},{"name":"Financial Consultants Group, Inc.","city":"Cumming","state":"GA","loan_count":3,"total_gross":600000,"url":"https://dealroom.so/businesses/financial-consultants-group-inc-ga"},{"name":"Wiser Wealth Management, Inc","city":"Marietta","state":"GA","loan_count":1,"total_gross":500000,"url":"https://dealroom.so/businesses/wiser-wealth-management-inc-ga"},{"name":"ALPHA FINANCIAL MANAGEMENT, INC.","city":"Savannah","state":"GA","loan_count":1,"total_gross":499000,"url":"https://dealroom.so/businesses/alpha-financial-management-inc-ga"},{"name":"Earn Into Wealth Strategies, LLC","city":"Atlanta","state":"GA","loan_count":1,"total_gross":250000,"url":"https://dealroom.so/businesses/earn-into-wealth-strategies-llc-ga"},{"name":"Balance Wealth Partners, LLC","city":"Kennesaw","state":"GA","loan_count":1,"total_gross":80800,"url":"https://dealroom.so/businesses/balance-wealth-partners-llc-ga"},{"name":"77 Below Financial LLC","city":"Evans","state":"GA","loan_count":1,"total_gross":50000,"url":"https://dealroom.so/businesses/77-below-financial-llc-ga"},{"name":"Park Financial, LLC","city":"Marietta","state":"GA","loan_count":1,"total_gross":50000,"url":"https://dealroom.so/businesses/park-financial-llc-ga"},{"name":"Wright Wealth LLC","city":"Atlanta","state":"GA","loan_count":1,"total_gross":50000,"url":"https://dealroom.so/businesses/wright-wealth-llc-ga"},{"name":"Concierge Financial Holdings, LLC","city":"Acworth","state":"GA","loan_count":1,"total_gross":35000,"url":"https://dealroom.so/businesses/concierge-financial-holdings-llc-ga"}]}},"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/georgia","source_type":"DealRoom Data"}}