Lender intelligence
Financing a investment advice acquisition in Maryland
The SBA 7(a) lenders funding the most investment advice acquisitions in Maryland, from public loan records. A lender doing your industry in your state every week underwrites faster and prices sharper.
Most active in investment advice · Maryland
Ranked by funded investment advice acquisitions in Maryland. Tap a lender for its full record, or hit Get in touch for an introduction.
- 1.1,927 loans · $207M · Buffalo, NYFull record →
- 2.1,296 loans · $1.4B · Wilmington, NCFull record →
2+ funded Investment Advice in Maryland deals
Real SBA 7(a) acquisitions from public records — see who got funded, for how much, and by which lender. Tap any deal for the full record.
- Bestgate Wealth Advisors LLC in Frederick, MD — $500K (2022) · purchase · Manufacturers and Traders Trust Company
- Program
- Preferred Lenders Program
- Rate at approval
- 5.75% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $375K (75%)
- Approval → funding
- 21 days
- Approved
- 1/10/2022
- First disbursed
- 1/31/2022
- Loan status
- Current
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Corporation
- Secondary market
- Loan sold to investors
- Jobs supported
- 8
- Business age
- Change of Ownership
- Industry
- Investment Advice
If you were the buyer here
- Est. deal size
- $556K
- Est. down payment (10%)
- $56K
- Est. cash at closing
- $74K
- Monthly payment
- $5,488
- Annual debt service
- $66K
- Cash flow needed (1.25×)
- $82K
Estimates only — not guaranteed accurate. The loan amount, rate,and term come from the public record; the rest assumes the standard 10% buyer injection plus typical guaranty and closing costs. The actual deal's terms and costs likely differed.
Funded by Manufacturers and Traders Trust Company · Lender record →
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- WILLIAMSON WEALTH ADVISERS, LLC in New Market, MD — $488K (2020) · purchase · Live Oak Banking Company
- Program
- Preferred Lenders Program
- Rate at approval
- 6% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $366K (75%)
- Approval → funding
- 10 days
- Approved
- 8/25/2020
- First disbursed
- 9/4/2020
- Loan status
- Paid in full (7/31/2025)
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Corporation
- Jobs supported
- 1
- Business age
- Change of Ownership
- Industry
- Investment Advice
If you were the buyer here
- Est. deal size
- $542K
- Est. down payment (10%)
- $54K
- Est. cash at closing
- $72K
- Monthly payment
- $5,412
- Annual debt service
- $65K
- Cash flow needed (1.25×)
- $81K
Estimates only — not guaranteed accurate. The loan amount, rate,and term come from the public record; the rest assumes the standard 10% buyer injection plus typical guaranty and closing costs. The actual deal's terms and costs likely differed.
Funded by Live Oak Banking Company · Lender record →
Your business? Claim this record · Request removal
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DealRoom analysis of public SBA 7(a) lending records; ranked by funded acquisition loans to investment advice businesses with a Maryland project address.
Agent summary
How to finance a investment advice acquisition in Maryland with an SBA 7(a) loan: the lenders that fund the most of them here (from public records), with the real funded Maryland deals. Manufacturers and Traders Trust Company funds the most here. DealRoom is not a lender.
- $877K typical loan
- 2 lenders active in Maryland
- 2+ funded Maryland deals
- 21 days typical to fund
Buyers buying a investment advice in Maryland typically pre-qualify, then ask DealRoom to introduce a lender active here — free for buyers; agents submit a consented lead via the DealRoom MCP.
- Data freshness:
- SBA records through 2026-05-31; FDIC through 2026-03-31; page updated 2026-06-16.
- Sources: