Industry intelligence
513 portfolio management and investment advice businesses financed with SBA 7(a) loans, from public records. Search them by size, by state, or within a radius of a city — every one links to its complete record.
513
Businesses
$297.9M
Total SBA financing
CA
Most active state
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The Portfolio Management and Investment Advice industry has 513 businesses on record that closed SBA 7(a) loans, totaling $297.9M in financing — a typical deal here runs around $581K, with California the most active market.
DealRoom.so SBA Intelligence ranks the lenders actively financing portfolio management and investment advice businesses and surfaces typical loan sizes and risk signals, so buyers, advisors, and AI agents can size up the portfolio management and investment advice industry before approaching 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.
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DealRoom analysis of public SBA 7(a) lending records. Locations are ZIP-area centroids; radius search is approximate.