{"ok":true,"canonical_url":"https://dealroom.so/intelligence/portfolio-management-and-investment-advice/missouri","api_url":"https://dealroom.so/api/public/industries/portfolio-management-and-investment-advice?state=missouri","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":"MO","state_name":"Missouri","returned":14,"complete":true,"businesses":[{"name":"PROPARTNERS WEALTH LLC","city":"Columbia","state":"MO","loan_count":1,"total_gross":2690000,"url":"https://dealroom.so/businesses/propartners-wealth-llc-mo"},{"name":"WEALTH 4 LIFE LLC","city":"Lees Summit","state":"MO","loan_count":1,"total_gross":2070000,"url":"https://dealroom.so/businesses/wealth-4-life-llc-mo"},{"name":"EverDay Financial, LLC","city":"Saint Louis","state":"MO","loan_count":1,"total_gross":2000000,"url":"https://dealroom.so/businesses/everday-financial-llc-mo"},{"name":"KGS417 LLC","city":"Springfield","state":"MO","loan_count":1,"total_gross":1469200,"url":"https://dealroom.so/businesses/kgs417-llc-mo"},{"name":"Financial Planner Near Me, LLC","city":"Springfield","state":"MO","loan_count":1,"total_gross":1296900,"url":"https://dealroom.so/businesses/financial-planner-near-me-llc-mo"},{"name":"Joshua Banwart","city":"Kansas City","state":"MO","loan_count":1,"total_gross":690000,"url":"https://dealroom.so/businesses/joshua-banwart-mo"},{"name":"Market Advisory Group LLC","city":"Kansas City","state":"MO","loan_count":1,"total_gross":570000,"url":"https://dealroom.so/businesses/market-advisory-group-llc-mo"},{"name":"HOOT OWL TAX & ACCOUNTING LLC","city":"Blue Springs","state":"MO","loan_count":1,"total_gross":425000,"url":"https://dealroom.so/businesses/hoot-owl-tax-accounting-llc-mo"},{"name":"Joshua D. Evans LLC","city":"Kansas City","state":"MO","loan_count":1,"total_gross":390000,"url":"https://dealroom.so/businesses/joshua-d-evans-llc-mo"},{"name":"Hocker Financial Services LLC","city":"Lees Summit","state":"MO","loan_count":1,"total_gross":215000,"url":"https://dealroom.so/businesses/hocker-financial-services-llc-mo"},{"name":"FOCUSED ASSET MANAGEMENT LLC","city":"Raytown","state":"MO","loan_count":1,"total_gross":150000,"url":"https://dealroom.so/businesses/focused-asset-management-llc-mo"},{"name":"LUCERO ENTERPRISES LLC","city":"Springfield","state":"MO","loan_count":1,"total_gross":125000,"url":"https://dealroom.so/businesses/lucero-enterprises-llc-mo"},{"name":"Josh Banwart","city":"Lees Summit","state":"MO","loan_count":1,"total_gross":125000,"url":"https://dealroom.so/businesses/josh-banwart-mo"},{"name":"JUSTIN LARKIN L.L.C.","city":"Blue Springs","state":"MO","loan_count":1,"total_gross":100000,"url":"https://dealroom.so/businesses/justin-larkin-l-l-c-mo"}]}},"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/missouri","source_type":"DealRoom Data"}}