Industry intelligence

Investment Advice in Rhode Island

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

AI summary

Rhode Island has 3 investment advice businesses on record financed with SBA 7(a) loans, the largest of which closed $1.3M in financing.

DealRoom.so SBA Intelligence ranks the SBA lenders actively financing investment advice deals in Rhode Island and surfaces typical loan sizes and risk signals, so buyers, advisors, and AI agents can see who funds investment advice businesses in Rhode Island 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 Rhode Island, largest first, from DealRoom.so SBA Intelligence. Each entry links to its complete public loan record. DealRoom is not a lender.

3 investment advice businesses financed in Rhode Island
Largest deal on record: $1.3M
State: Rhode Island
Industry: Investment Advice

Data freshness:: SBA records through 2026-05-31; FDIC through 2026-03-31; page updated 2026-06-17.
Sources:: Public SBA 7(a) loan records; FDIC institution data (BankFind); DealRoom lender and franchise enrichment.
Canonical:: https://dealroom.so/intelligence/investment-advice/rhode-island
API:: https://dealroom.so/api/public/industries/investment-advice?state=rhode-island
Methodology:: Sources & methodology

Informational only — DealRoom does not confirm this entity is for sale, eligible for SBA financing, or approved by any lender.

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