{"ok":true,"canonical_url":"https://dealroom.so/intelligence/portfolio-management-and-investment-advice/maryland","api_url":"https://dealroom.so/api/public/industries/portfolio-management-and-investment-advice?state=maryland","data_freshness":{"sba_records_through":"2026-05-31","fdic_records_through":"2026-03-31","dealroom_last_updated":"2026-06-17","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":"MD","state_name":"Maryland","returned":8,"complete":true,"businesses":[{"name":"Wealth Advisors, LLC","city":"Frederick","state":"MD","loan_count":1,"total_gross":679000,"url":"https://dealroom.so/businesses/wealth-advisors-llc-md"},{"name":"Scott McIntyre - SP","city":"Cockeysville","state":"MD","loan_count":1,"total_gross":208000,"url":"https://dealroom.so/businesses/scott-mcintyre-sp-md"},{"name":"Shapiro & Lipchin Wealth Management, LLC","city":"Ellicott City","state":"MD","loan_count":1,"total_gross":150000,"url":"https://dealroom.so/businesses/shapiro-lipchin-wealth-management-llc-md"},{"name":"Burkholder & Associates LLC","city":"Chevy Chase","state":"MD","loan_count":1,"total_gross":150000,"url":"https://dealroom.so/businesses/burkholder-associates-llc-md"},{"name":"TRED AVON FAMILY WEALTH, LLC","city":"Easton","state":"MD","loan_count":1,"total_gross":80000,"url":"https://dealroom.so/businesses/tred-avon-family-wealth-llc-md"},{"name":"HENRY WEALTH MANAGEMENT, LLC","city":"Baltimore","state":"MD","loan_count":1,"total_gross":66000,"url":"https://dealroom.so/businesses/henry-wealth-management-llc-md"},{"name":"DANAHER FINANCIAL LLC","city":"Hunt Valley","state":"MD","loan_count":1,"total_gross":20000,"url":"https://dealroom.so/businesses/danaher-financial-llc-md"},{"name":"ABM Wealth Planning Associates","city":"Cockeysville","state":"MD","loan_count":1,"total_gross":10000,"url":"https://dealroom.so/businesses/abm-wealth-planning-associates-md"}]}},"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/maryland","source_type":"DealRoom Data"}}