{"ok":true,"canonical_url":"https://dealroom.so/intelligence/portfolio-management-and-investment-advice/new-york","api_url":"https://dealroom.so/api/public/industries/portfolio-management-and-investment-advice?state=new-york","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":"NY","state_name":"New York","returned":34,"complete":true,"businesses":[{"name":"Murphy & Mullick Capital Management Corp.","city":"Smithtown","state":"NY","loan_count":1,"total_gross":2000000,"url":"https://dealroom.so/businesses/murphy-mullick-capital-management-corp-ny"},{"name":"Lumiere Financial Group LLC","city":"New York","state":"NY","loan_count":1,"total_gross":1775000,"url":"https://dealroom.so/businesses/lumiere-financial-group-llc-ny"},{"name":"Fourstardave, LLC","city":"Ballston Spa","state":"NY","loan_count":1,"total_gross":850000,"url":"https://dealroom.so/businesses/fourstardave-llc-ny"},{"name":"Alma Global Infrastructure LLC","city":"New York","state":"NY","loan_count":2,"total_gross":650000,"url":"https://dealroom.so/businesses/alma-global-infrastructure-llc-ny"},{"name":"Ricardo Betancourt","city":"Franklin Square","state":"NY","loan_count":1,"total_gross":625000,"url":"https://dealroom.so/businesses/ricardo-betancourt-ny"},{"name":"Monkeybean, LLC","city":"Pleasantville","state":"NY","loan_count":1,"total_gross":500000,"url":"https://dealroom.so/businesses/monkeybean-llc-ny"},{"name":"Silver Grove Financial Group, Inc.","city":"Orchard Park","state":"NY","loan_count":1,"total_gross":500000,"url":"https://dealroom.so/businesses/silver-grove-financial-group-inc-ny"},{"name":"Watts Capital Partners LLC","city":"New York","state":"NY","loan_count":1,"total_gross":500000,"url":"https://dealroom.so/businesses/watts-capital-partners-llc-ny"},{"name":"A.C.C.A., Inc.","city":"Melville","state":"NY","loan_count":1,"total_gross":400000,"url":"https://dealroom.so/businesses/a-c-c-a-inc-ny"},{"name":"COLUCCI WEALTH ADVISORY GROUP, LLC","city":"Bay Shore","state":"NY","loan_count":1,"total_gross":350000,"url":"https://dealroom.so/businesses/colucci-wealth-advisory-group-llc-ny"},{"name":"ARBOR CAPITAL WEALTH ADVISORS LLC","city":"Poughkeepsie","state":"NY","loan_count":1,"total_gross":350000,"url":"https://dealroom.so/businesses/arbor-capital-wealth-advisors-llc-ny"},{"name":"SAVVY LABS, LLC","city":"New York","state":"NY","loan_count":1,"total_gross":350000,"url":"https://dealroom.so/businesses/savvy-labs-llc-ny"},{"name":"Lauren A. Gidley","city":"Williamsville","state":"NY","loan_count":2,"total_gross":320000,"url":"https://dealroom.so/businesses/lauren-a-gidley-ny"},{"name":"Rene R Farrington","city":"Saratoga Springs","state":"NY","loan_count":1,"total_gross":300000,"url":"https://dealroom.so/businesses/rene-r-farrington-ny"},{"name":"Techne Planning`LLC","city":"Levittown","state":"NY","loan_count":1,"total_gross":250000,"url":"https://dealroom.so/businesses/techne-planning-llc-ny"},{"name":"Kevin James Conroy","city":"Webster","state":"NY","loan_count":1,"total_gross":250000,"url":"https://dealroom.so/businesses/kevin-james-conroy-ny"},{"name":"PITTSFORD TAX AND WEALTH PARTNERS","city":"Pittsford","state":"NY","loan_count":1,"total_gross":180000,"url":"https://dealroom.so/businesses/pittsford-tax-and-wealth-partners-ny"},{"name":"Attain Wealth Planning LLC","city":"Depew","state":"NY","loan_count":1,"total_gross":150000,"url":"https://dealroom.so/businesses/attain-wealth-planning-llc-ny"},{"name":"Truvium Wealth Management, LLC","city":"Rockville Centre","state":"NY","loan_count":1,"total_gross":150000,"url":"https://dealroom.so/businesses/truvium-wealth-management-llc-ny"},{"name":"WILSON & DATTILO, LLC","city":"East Rochester","state":"NY","loan_count":1,"total_gross":125000,"url":"https://dealroom.so/businesses/wilson-dattilo-llc-ny"},{"name":"Siminou Wealth Management Corp.","city":"Kings Point","state":"NY","loan_count":1,"total_gross":100000,"url":"https://dealroom.so/businesses/siminou-wealth-management-corp-ny"},{"name":"Davis Capital Advisors, LLC","city":"New York","state":"NY","loan_count":1,"total_gross":100000,"url":"https://dealroom.so/businesses/davis-capital-advisors-llc-ny"},{"name":"Hudson Valley Wealth Management, Inc.","city":"Pearl River","state":"NY","loan_count":1,"total_gross":100000,"url":"https://dealroom.so/businesses/hudson-valley-wealth-management-inc-ny"},{"name":"BC NAVIGATOR FINANCIAL LLC","city":"Rochester","state":"NY","loan_count":1,"total_gross":100000,"url":"https://dealroom.so/businesses/bc-navigator-financial-llc-ny"},{"name":"Astoria Portfolio Advisors LLC","city":"New York","state":"NY","loan_count":1,"total_gross":94000,"url":"https://dealroom.so/businesses/astoria-portfolio-advisors-llc-ny"},{"name":"Nunez Wealth Management Inc","city":"Bronx","state":"NY","loan_count":1,"total_gross":40000,"url":"https://dealroom.so/businesses/nunez-wealth-management-inc-ny"},{"name":"Tanner C Stewart","city":"New Hartford","state":"NY","loan_count":1,"total_gross":40000,"url":"https://dealroom.so/businesses/tanner-c-stewart-ny"},{"name":"Sovereign Consulting Solutions Inc","city":"Brentwood","state":"NY","loan_count":1,"total_gross":40000,"url":"https://dealroom.so/businesses/sovereign-consulting-solutions-inc-ny"},{"name":"JCHRISTOPHER ADVISORS INC","city":"Rochester","state":"NY","loan_count":1,"total_gross":25000,"url":"https://dealroom.so/businesses/jchristopher-advisors-inc-ny"},{"name":"Kali NYC Holdings, LLC","city":"New York","state":"NY","loan_count":1,"total_gross":25000,"url":"https://dealroom.so/businesses/kali-nyc-holdings-llc-ny"},{"name":"Security Trading, Inc","city":"Brooklyn","state":"NY","loan_count":1,"total_gross":25000,"url":"https://dealroom.so/businesses/security-trading-inc-ny"},{"name":"MILILLO CAPITAL MANAGEMENT INC","city":"East Rockaway","state":"NY","loan_count":1,"total_gross":25000,"url":"https://dealroom.so/businesses/milillo-capital-management-inc-ny"},{"name":"ClearOut, LLC","city":"Amherst","state":"NY","loan_count":1,"total_gross":20000,"url":"https://dealroom.so/businesses/clearout-llc-ny"},{"name":"MYLEA NICOLE SARMIENTO","city":"New Hartford","state":"NY","loan_count":1,"total_gross":10000,"url":"https://dealroom.so/businesses/mylea-nicole-sarmiento-ny"}]}},"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/new-york","source_type":"DealRoom Data"}}