WE’VE HELPED HUNDREDS OF ADVISORS & FIRMS GET FINANCED

WE CAN
HELP YOU TOO

AdvisorLoans provides independent advisor and advisory firms with independent consulting, guidance, and outsourced solutions for conventional and SBA lending.

We’re a free 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.

Acquisition and partner buy out/ins is over 70% of our loan volume and our lending specialty. We help the internal successor get 100% bank financed acquisitions as well as opportunistic and/or active acquirers, and aggregators with acquisition lending and planning strategies.

If you have such a unique situation that we can’t get you financing we’ll try to get you pointed in the right direction, share any work around solutions, and will share the path to getting to qualification.

  • 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

LENDING SOLUTIONS

SBA & Conventional Loans

Let’s discuss your loan

In an initial conversation about your situation and scenario we can share what options we would suggest, if we can help and how. We can determine the best course of action and you can decide if you want to move forward with AdvisorLoans.

Once we get the initial pre-qualification documents we’ll quickly be able to turn around a term sheet (or denial). We’ll be able to tell you how confident we are it getting the loan approved and funded. We’ll share if there are any red flags or workarounds that need to be addressed.

We then run navigation on the loan. You upload the documents we need, we take care of the rest. When there is an issue we’ll call you to discuss. If you have a question we’ll answer it. But our job is to for you to spend the least amount of your time on the loan as possible.

COMPETITION:

No bank or firm has originated more financial/investment advisor SBA loans over the last 2 years than AdvisorLoans.

FEES:

Nearly every service that AdvisorLoans provides is 100% free to our clients because the lenders will pay our fee on their behalf.

Additionally, since we do so much volume, we’re able to offer the best (or very competitive) rates, terms, and amortization options for your loan.

On occasion, there may be loan scenario where a $2,000 loan package fee needs to be charged to the client.