300+ Advisor Loans Funded
Across 36 States, 152 Cities,
and Over 250 Advisors/Firms
ABOUT
AdvisorLoans provides our independent advisor and advisory firm clients with independent consulting and guidance on conventional and SBA lending.
We’re a free outsourced lending expert on your team, advising on lending options and financing leveraging strategies. We manage the loan process and navigate obstacles from pre-approval to funding.
Over the last 5 years we have been a leader in wealth management advisor lending. We’re the #1 independent SBA lending resource for wealth advisors and advisory firms.
Our wealth management industry lending expertise and experience combined with our passion for helping advisors, is the foundation of the value proposition we offer our clients.
CLIENTS
RIAs
Investment Advisors
Financial Advisors
Wealth Advisors
Registered Reps
Associate Advisors
Servicing Advisors
Advisory Firms
Enterprise Accounts
LOANS
100% Asset Purchase
Partial Asset Purchase
100% Equity Purchase
Partial Equity Purchase
Partnership Buy Out/In
Debt Refinance
Working Capital
Commercial Real Estate
No bank or firm has originated more financial/investment advisor SBA loans over the last 2 years than AdvisorLoans.
What some of our clients have to share…
FAQ’s
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We provide independent Wealth Advisors and advisory firms with guidance on conventional and SBA lending options and then navigate the loan process from pre-qualification to funding.
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When an advisor needs a loan, the best place to start the conversation is with AdvisorLoans. We try to make your first conversation with us the most unbiased, helpful, and informative loan conversation you’ll have. We’re a free outsourced lending expert on your team, managing the process and navigating obstacles from pre-approval to funding.
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We offer consulting on both conventional and SBA loan programs. Business loan purposes include acquisitions, partner buyouts, expansion, recruiting, working capital, business debt refinancing, office build outs and renovations, and commercial real estate purchases.
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We pioneered the "Loan Advisor to Wealth Advisor" model
Depth of experience and expertise in advisor acquisition lending
Facilitate both conventional and SBA lending
#1 Independent SBA lending resource for Wealth Advisors for the last 5 years
We care and it shows. We advocate and overcome obstacles for our clients daily
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We provide advisors with consultation about how acquisitions and lending works and best practices, which loan program is most ideal based on the advisor’s situation and goals and why, and then if our option and proposition is what the advisor is looking for then handle everything for and with the advisor.
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We provide consultation regarding the impacts the buyer’s acquisition loan has on the the way the deal can be structured and how the seller can get paid. We’ll share best practices for payment structures when dealing with the specific external financing options the advisor has.
We provide free pre-qualifying for both the seller’s practice and on the buyers being considered.
We’ll connect you with everyone and everything needed from attorneys, valuations, M&A Tax Advisors, Escrow Agents, we have worked with many vendors over the years and are happy to share recommendations to contact based on your situation. We do not receive fees for this we just want to connect you with the pros we have worked we know are good at their craft, will treat you right and charge you fairly.
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We provide enterprise level support with tailored lending intel and support programs.
We provide HQ and field leaders with support for loan and qualifying questions for the advisors they support or those they are trying to recruit.
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We’re a free loan agent to our clients. The lender pays our one-time fee based upon the total loan amount, after the loan is closed and funded.
WE’RE READY TO HELP
DARIN MANIS
CEO and Loan Advisor
darin@advisorloans.com
Direct: 970-646-1100
Over the last 20 years, Darin has been a small business owner supporting advisors and firms in the wealth management industry for M&A, inorganic growth, and lending solutions.
MICHELLE SMITH
Relationship Manager
michelle@advisorloans.com
Direct: 303-521-0561
After 15 years as a Financial Representative and Advisor, Michelle joined AdvisorLoans in 2020. She manages the loan document processing with advisors from term sheet to closing.