{"ok":true,"canonical_url":"https://dealroom.so/intelligence/portfolio-management-and-investment-advice/virginia","api_url":"https://dealroom.so/api/public/industries/portfolio-management-and-investment-advice?state=virginia","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":"VA","state_name":"Virginia","returned":8,"complete":true,"businesses":[{"name":"Gratus Wealth Advisors, LLC","city":"Virginia Beach","state":"VA","loan_count":1,"total_gross":3600000,"url":"https://dealroom.so/businesses/gratus-wealth-advisors-llc-va"},{"name":"Sposa Financial Services LLC","city":"Falls Church","state":"VA","loan_count":1,"total_gross":1060000,"url":"https://dealroom.so/businesses/sposa-financial-services-llc-va"},{"name":"Heritage Staffing Solutions Inc.","city":"Gainesville","state":"VA","loan_count":1,"total_gross":205000,"url":"https://dealroom.so/businesses/heritage-staffing-solutions-inc-va"},{"name":"HENDERSON FINANCIAL GROUP LLC","city":"Virginia Beach","state":"VA","loan_count":1,"total_gross":200000,"url":"https://dealroom.so/businesses/henderson-financial-group-llc-va"},{"name":"AZTLAN EQUITY MANAGEMENT, LLC","city":"Mc Lean","state":"VA","loan_count":1,"total_gross":150000,"url":"https://dealroom.so/businesses/aztlan-equity-management-llc-va"},{"name":"ForwardLook Wealth Planning LLC","city":"Reston","state":"VA","loan_count":1,"total_gross":60000,"url":"https://dealroom.so/businesses/forwardlook-wealth-planning-llc-va"},{"name":"Clover Leaf Wealth Strategies LLC","city":"Leesburg","state":"VA","loan_count":1,"total_gross":60000,"url":"https://dealroom.so/businesses/clover-leaf-wealth-strategies-llc-va"},{"name":"Brinser Consulting, LLC","city":"Leesburg","state":"VA","loan_count":1,"total_gross":25000,"url":"https://dealroom.so/businesses/brinser-consulting-llc-va"}]}},"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/virginia","source_type":"DealRoom Data"}}