How Much Can Investment Advice Businesses Get in SBA Loans?
4,253 SBA loans totaling $1.7B have been approved for investment advice businesses (NAICS 523930). The average approved SBA loan is $399K, which is 17% above avg the $340K national average. 433 active lenders fund this industry with a 7.7% historical default rate.
NAICS 523930 (Investment Advice) received 4,253 SBA loans worth $1.7B across 5+ states. Average loan $399K, average term 130 months, default rate 7.7%.433 active SBA-approved lenders fund this industry. Most investment advice loans use the SBA 7(a) program.
Is SBA Lending Growing for Investment Advice?-91% decline
Which SBA Program Do Investment Advice Businesses Use Most?
What Is the Best SBA Loan for Investment Advice?
The most widely used SBA program for investment advice businesses — flexible terms, multiple use cases
Where Are Investment Advice SBA Loans Most Common?
Top SBA Lenders for Investment Advice
These banks have funded the most SBA loans for investment advice businesses (NAICS 523930). PeerSense routes deals to lenders with proven appetite in your industry.
| # | Lender | Loans | Volume |
|---|---|---|---|
| 1 | Live Oak Banking Company(NC) | 1,058 | $798.3M |
| 2 | Byline Bank(IL) | 212 | $216.7M |
| 3 | U.S. Bank, National Association(OH) | 206 | $30.2M |
| 4 | Bank of America, National Association(NC) | 181 | $14.2M |
| 5 | Wells Fargo Bank National Association(SD) | 179 | $59.5M |
Ready to Fund Your Investment Advice Business?
PeerSense places SBA loans for investment advice businesses nationwide. We match you with the right capital source — no retainers, referral fee at closing.
Retainers
Down with SBA 7(a)
Terms Available
How Does SBA Lending Work for Investment Advice Businesses?
Across all SBA loan programs, 4,253 loans have been approved for businesses classified under NAICS 523930 (Investment Advice), representing $1.7B in total capital deployed. The average approved loan of $399K is 17% above avg the national SBA average of $340K, with typical repayment terms of 130 months.
SBA lending for investment advice has contracted approximately 91% over recent fiscal years. This shift may reflect changing market conditions, industry consolidation, or tightening credit standards in this sector. However, 433 lenders remain active, maintaining competitive options for qualified borrowers.
The industry sees a balanced mix of SBA programs, with 13% of loans using the 504 program for fixed asset acquisition and the majority using 7(a) for its flexibility across working capital, equipment, and business acquisition uses. SBA 7(a) loans offer up to $5M with terms up to 25 years for real estate.
PeerSense specializes in matching investment advice business owners with the capital sources most likely to approve their specific deal structure. As an advisory firm (not a lender), we structure your deal across our network of 500+ SBA-approved lenders to find the best terms — our referral fee is established upfront and paid at closing. No retainers.
Frequently Asked Questions — Investment Advice SBA Loans
What is the average SBA loan size for investment advice businesses?
Which SBA loan program is best for a investment advice business?
How many lenders fund SBA loans for investment advice?
What states have the most SBA lending for investment advice?
How does PeerSense help investment advice businesses get SBA loans?
Related Finance & Insurance Industries
Insurance Agencies and Brokerages
Mortgage and Nonmortgage Loan Brokers
All Other Insurance Related Activities
Portfolio Management and Investment Advice
Portfolio Management
Miscellaneous Financial Investment Activities
Data aggregated from SBA loan records (1992–2025). Investment Advice defined by NAICS code 523930. Not financial advice. PeerSense is a capital advisory firm, not a lender. Consult a lending professional before making financial decisions.