{"ok":true,"canonical_url":"https://dealroom.so/intelligence/portfolio-management-and-investment-advice/new-jersey","api_url":"https://dealroom.so/api/public/industries/portfolio-management-and-investment-advice?state=new-jersey","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":"NJ","state_name":"New Jersey","returned":19,"complete":true,"businesses":[{"name":"Gateway Advisory, LLC","city":"Westfield","state":"NJ","loan_count":1,"total_gross":2630000,"url":"https://dealroom.so/businesses/gateway-advisory-llc-nj"},{"name":"Robert Scott Kreischer","city":"West New York","state":"NJ","loan_count":1,"total_gross":1053000,"url":"https://dealroom.so/businesses/robert-scott-kreischer-nj"},{"name":"Victory Wealth Partners","city":"Mullica Hill","state":"NJ","loan_count":1,"total_gross":1000000,"url":"https://dealroom.so/businesses/victory-wealth-partners-nj"},{"name":"EVERGREEN FINANCIAL GROUP, LLC","city":"Bedminster","state":"NJ","loan_count":1,"total_gross":900000,"url":"https://dealroom.so/businesses/evergreen-financial-group-llc-nj"},{"name":"Victory Asset Management Co., Inc.","city":"Mullica Hill","state":"NJ","loan_count":1,"total_gross":560000,"url":"https://dealroom.so/businesses/victory-asset-management-co-inc-nj"},{"name":"EMISSARY WEALTH LLC","city":"Hackensack","state":"NJ","loan_count":2,"total_gross":500000,"url":"https://dealroom.so/businesses/emissary-wealth-llc-nj"},{"name":"JPH Wealth Management LLC","city":"Verona","state":"NJ","loan_count":4,"total_gross":330500,"url":"https://dealroom.so/businesses/jph-wealth-management-llc-nj"},{"name":"NWE Wealth LLC","city":"Moorestown","state":"NJ","loan_count":1,"total_gross":330000,"url":"https://dealroom.so/businesses/nwe-wealth-llc-nj"},{"name":"Robert T Castellani Sr","city":"Wildwood","state":"NJ","loan_count":1,"total_gross":300000,"url":"https://dealroom.so/businesses/robert-t-castellani-sr-nj"},{"name":"Antokal & Associates LLC","city":"Park Ridge","state":"NJ","loan_count":1,"total_gross":275000,"url":"https://dealroom.so/businesses/antokal-associates-llc-nj"},{"name":"L. 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