{"ok":true,"canonical_url":"https://dealroom.so/intelligence/portfolio-management-and-investment-advice/washington","api_url":"https://dealroom.so/api/public/industries/portfolio-management-and-investment-advice?state=washington","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":"WA","state_name":"Washington","returned":13,"complete":true,"businesses":[{"name":"Transformational Advisory Group LLC","city":"Seattle","state":"WA","loan_count":1,"total_gross":2885000,"url":"https://dealroom.so/businesses/transformational-advisory-group-llc-wa"},{"name":"Douglas William Kenoyer","city":"Arlington","state":"WA","loan_count":2,"total_gross":1606000,"url":"https://dealroom.so/businesses/douglas-william-kenoyer-wa"},{"name":"SGEA, LLC","city":"Issaquah","state":"WA","loan_count":1,"total_gross":1382000,"url":"https://dealroom.so/businesses/sgea-llc-wa"},{"name":"The Petricic Phillips Financial Group LLC","city":"Bellevue","state":"WA","loan_count":1,"total_gross":500000,"url":"https://dealroom.so/businesses/the-petricic-phillips-financial-group-llc-wa"},{"name":"2020 Wealth Management LLC","city":"Seattle","state":"WA","loan_count":1,"total_gross":500000,"url":"https://dealroom.so/businesses/2020-wealth-management-llc-wa"},{"name":"Ignite Financial Services LLC","city":"Normandy Park","state":"WA","loan_count":1,"total_gross":495000,"url":"https://dealroom.so/businesses/ignite-financial-services-llc-wa"},{"name":"BALOGH LLC","city":"Lynden","state":"WA","loan_count":1,"total_gross":440000,"url":"https://dealroom.so/businesses/balogh-llc-wa"},{"name":"Provident Living Advisors LLC","city":"Silverdale","state":"WA","loan_count":1,"total_gross":344000,"url":"https://dealroom.so/businesses/provident-living-advisors-llc-wa"},{"name":"EACH PLANNING SERVICES LLC","city":"Spokane","state":"WA","loan_count":1,"total_gross":320000,"url":"https://dealroom.so/businesses/each-planning-services-llc-wa"},{"name":"North Creek Capital, LLC","city":"Seattle","state":"WA","loan_count":1,"total_gross":250000,"url":"https://dealroom.so/businesses/north-creek-capital-llc-wa"},{"name":"Mars Jewett Financial Group, Inc.","city":"Bellevue","state":"WA","loan_count":1,"total_gross":205000,"url":"https://dealroom.so/businesses/mars-jewett-financial-group-inc-wa"},{"name":"One Day LLC","city":"Seattle","state":"WA","loan_count":3,"total_gross":190500,"url":"https://dealroom.so/businesses/one-day-llc-wa"},{"name":"C1 Wealth Management LLC","city":"Everett","state":"WA","loan_count":1,"total_gross":50000,"url":"https://dealroom.so/businesses/c1-wealth-management-llc-wa"}]}},"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/washington","source_type":"DealRoom Data"}}