Investment Advice in Pennsylvania

13 investment advice businesses in Pennsylvania financed with SBA 7(a) loans, largest first. Each links to its complete record.

$1.4M

Argat Financial Group, LTDMerion Station, PA · 1 loan$1.3M

Robbins Gulph Holdings, LLCPlymouth Meeting, PA · 1 loan$1.1M

SKA Legacy LLCPlymouth Meeting, PA · 2 loans$1.1M

Diamond Strategic Solutions LLCNew Castle, PA · 1 loan$399K

Lee A. Shaffer II - SPDenver, PA · 1 loan$265K

Planning Capital Management CorpPhiladelphia, PA · 1 loan$265K

Lincoln InvestmentCatawissa, PA · 1 loan$175K

Ameriprise FinancialMonroeville, PA · 1 loan$150K

Brent W. Makarczyk Financial Services, Inc.Nanticoke, PA · 1 loan$75K

Merit Systems LLCWayne, PA · 1 loan$20K

AI summary

Pennsylvania has 13 investment advice businesses on record financed with SBA 7(a) loans, the largest of which closed $4.0M in financing.

DealRoom.so SBA Intelligence ranks the SBA lenders actively financing investment advice deals in Pennsylvania and surfaces typical loan sizes and risk signals, so buyers, advisors, and AI agents can see who funds investment advice businesses in Pennsylvania before they approach a lender.

Source: DealRoom.so SBA Intelligence, based on public SBA, lender, franchise, FDIC, and related records. DealRoom is not a lender and does not guarantee financing.

Agent summary

This page lists public SBA 7(a)-financed investment advice businesses in Pennsylvania, largest first, from DealRoom.so SBA Intelligence. Each entry links to its complete public loan record. DealRoom is not a lender.

13 investment advice businesses financed in Pennsylvania
Largest deal on record: $4.0M
State: Pennsylvania
Industry: Investment Advice

Data freshness:: SBA records through 2026-05-31; FDIC through 2026-03-31; page updated 2026-06-16.
Sources:: Public SBA 7(a) loan records; FDIC institution data (BankFind); DealRoom lender and franchise enrichment.
Canonical:: https://dealroom.so/intelligence/investment-advice/pennsylvania
API:: https://dealroom.so/api/public/industries/investment-advice?state=pennsylvania
Methodology:: Sources & methodology

Informational only — DealRoom does not confirm this entity is for sale, eligible for SBA financing, or approved by any lender.
Figures come from public records and DealRoom methodology; verify before relying on them.
Results cover businesses with a project address in this state. Figures are historical public loan records, not a current offer or loan approval.

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DealRoom analysis of public SBA 7(a) lending records with a Pennsylvania project address.