{"ok":true,"canonical_url":"https://dealroom.so/intelligence/portfolio-management-and-investment-advice/pennsylvania","api_url":"https://dealroom.so/api/public/industries/portfolio-management-and-investment-advice?state=pennsylvania","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 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Inc.","city":"Collegeville","state":"PA","loan_count":1,"total_gross":855000,"url":"https://dealroom.so/businesses/sensenig-capital-advisors-inc-pa"},{"name":"PITTSBURGH FINANCIAL CONSULTANTS, INC.","city":"Canonsburg","state":"PA","loan_count":1,"total_gross":773000,"url":"https://dealroom.so/businesses/pittsburgh-financial-consultants-inc-pa"},{"name":"Triton Wealth Inc","city":"Mechanicsburg","state":"PA","loan_count":2,"total_gross":500000,"url":"https://dealroom.so/businesses/triton-wealth-inc-pa"},{"name":"True Advisory Group, LLC","city":"York","state":"PA","loan_count":1,"total_gross":406000,"url":"https://dealroom.so/businesses/true-advisory-group-llc-pa"},{"name":"BUTSON FINANCIAL ADVISORS, LLC","city":"Sewickley","state":"PA","loan_count":2,"total_gross":350000,"url":"https://dealroom.so/businesses/butson-financial-advisors-llc-pa"},{"name":"THREE RIVERS LENDING 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LLC","city":"Pittsburgh","state":"PA","loan_count":2,"total_gross":187000,"url":"https://dealroom.so/businesses/axias-wealth-advisors-llc-pa"},{"name":"Caneel Group LLC","city":"Philadelphia","state":"PA","loan_count":1,"total_gross":125000,"url":"https://dealroom.so/businesses/caneel-group-llc-pa"},{"name":"Pegasus Financial Planning LLC","city":"King Of Prussia","state":"PA","loan_count":1,"total_gross":78000,"url":"https://dealroom.so/businesses/pegasus-financial-planning-llc-pa"},{"name":"Strategy 2 Success Wealth Management Group LLC","city":"Nazareth","state":"PA","loan_count":1,"total_gross":50000,"url":"https://dealroom.so/businesses/strategy-2-success-wealth-management-group-llc-pa"},{"name":"John William Powell Jr","city":"Wexford","state":"PA","loan_count":1,"total_gross":25000,"url":"https://dealroom.so/businesses/john-william-powell-jr-pa"}]}},"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/pennsylvania","source_type":"DealRoom Data"}}