Investment Advice in Virginia

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

Paragon Financial ServicesRichmond, VA · 1 loan$940K

CFI Financial AdvisorsGainesville, VA · 1 loan$720K

Concord Wealth Partners LLCAbingdon, VA · 2 loans$600K

Buttonwood Wealth LLCWinchester, VA · 1 loan$425K

Tamilar Properties, LLCFairfax, VA · 1 loan$194K

Poppy & Gigi Enterprise, LLCWytheville, VA · 1 loan$150K

Amanda L. Palmer dba AM Financial GroupRadford, VA · 1 loan$125K

ICS FINANCIAL, INC.The Plains, VA · 1 loan$30K

AI summary

Virginia has 11 investment advice businesses on record financed with SBA 7(a) loans, the largest of which closed $4.5M in financing.

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

11 investment advice businesses financed in Virginia
Largest deal on record: $4.5M
State: Virginia
Industry: Investment Advice

Data freshness:: SBA records through 2026-05-31; FDIC through 2026-03-31; page updated 2026-06-15.
Sources:: Public SBA 7(a) loan records; FDIC institution data (BankFind); DealRoom lender and franchise enrichment.
Canonical:: https://dealroom.so/intelligence/investment-advice/virginia
API:: https://dealroom.so/api/public/industries/investment-advice?state=virginia
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 Virginia project address.