{"ok":true,"canonical_url":"https://dealroom.so/intelligence/portfolio-management-and-investment-advice/massachusetts","api_url":"https://dealroom.so/api/public/industries/portfolio-management-and-investment-advice?state=massachusetts","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":"MA","state_name":"Massachusetts","returned":14,"complete":true,"businesses":[{"name":"Financial Management Associates, LLC","city":"North Andover","state":"MA","loan_count":1,"total_gross":2000000,"url":"https://dealroom.so/businesses/financial-management-associates-llc-ma"},{"name":"Andrew Ball","city":"Cambridge","state":"MA","loan_count":1,"total_gross":1225000,"url":"https://dealroom.so/businesses/andrew-ball-ma"},{"name":"DAN FLANAGAN, CFP","city":"Burlington","state":"MA","loan_count":1,"total_gross":996000,"url":"https://dealroom.so/businesses/dan-flanagan-cfp-ma"},{"name":"Streetlight Financial, Inc.","city":"Westfield","state":"MA","loan_count":1,"total_gross":551100,"url":"https://dealroom.so/businesses/streetlight-financial-inc-ma"},{"name":"Downtown Wealth Studios LLC","city":"Ipswich","state":"MA","loan_count":1,"total_gross":350000,"url":"https://dealroom.so/businesses/downtown-wealth-studios-llc-ma"},{"name":"SOUND VIEW FINANCIAL ADVISORS LLC","city":"Walpole","state":"MA","loan_count":1,"total_gross":250000,"url":"https://dealroom.so/businesses/sound-view-financial-advisors-llc-ma"},{"name":"SEACOAST WEALTH MANAGEMENT, LLC","city":"Newburyport","state":"MA","loan_count":1,"total_gross":211000,"url":"https://dealroom.so/businesses/seacoast-wealth-management-llc-ma"},{"name":"LTR FINANCE LLC","city":"Waltham","state":"MA","loan_count":1,"total_gross":200000,"url":"https://dealroom.so/businesses/ltr-finance-llc-ma"},{"name":"Great Oak Capital Partners, LLC","city":"South Easton","state":"MA","loan_count":1,"total_gross":200000,"url":"https://dealroom.so/businesses/great-oak-capital-partners-llc-ma"},{"name":"Solomon Private Wealth, LLC","city":"Beverly","state":"MA","loan_count":1,"total_gross":200000,"url":"https://dealroom.so/businesses/solomon-private-wealth-llc-ma"},{"name":"Julie linehan","city":"Braintree","state":"MA","loan_count":1,"total_gross":73900,"url":"https://dealroom.so/businesses/julie-linehan-ma"},{"name":"Allegiance Financial Services, Inc.","city":"Hingham","state":"MA","loan_count":1,"total_gross":51000,"url":"https://dealroom.so/businesses/allegiance-financial-services-inc-ma"},{"name":"Atwater Wealth Management Inc.","city":"Boston","state":"MA","loan_count":1,"total_gross":50000,"url":"https://dealroom.so/businesses/atwater-wealth-management-inc-ma"},{"name":"Zenith Investment Management","city":"Longmeadow","state":"MA","loan_count":1,"total_gross":20000,"url":"https://dealroom.so/businesses/zenith-investment-management-ma"}]}},"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/massachusetts","source_type":"DealRoom Data"}}