AdvisorLoans

  • We provide independent advisors and advisory firms with guidance on conventional and SBA lending strategies and options and then navigate the loan process from pre-qualification to funding.

    • We pioneered the "Loan Advisor to Financial Advisor" model in 2015.

    • 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're responsible for 1/3 of all advisor SBA funded dollars over the last 5 years with 156 lenders having the other 2/3.

    • We care and it shows. We advocate and overcome obstacles for our clients daily at no cost to them.

  • 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.

  • 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 will know what to do and the best way to get it done for the financing need you have.

  • We provide advisors with consultation about how acquisition 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 we handle everything for and with the advisor.

  • 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.

  • 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 trying to recruit.

  • We’re a free loan agent to our clients. The lender pays our modest one-time fee based upon the total loan amount, after the loan is closed and funded.

ABOUT ADVISORLOANS

ABOUT

We provide independent lending advice we think is in the best interest of the advisor, examining conventional and SBA loan options and strategies. If we can help and you want to proceed, we’ll navigate everything to closing and provide ongoing post-closing support.

CLIENTS

  • RIAs

  • Investment Advisors

  • Financial Advisors

  • Wealth Advisors

  • Registered Reps

  • Associate Advisors

  • Servicing Advisors

  • Advisory Firms

  • Enterprise Accounts

WHY US

We offer advisors with competent and candid consultative relationship driven process. We’re seasoned pros in financing advisors closing hundreds of loans for advisors and firms in both RIA and IBD channels for both conventional and SBA bank lending options. We daily advocate and overcome obstacles for our clients.

LOANS

  • 100% Asset Purchase

  • Partial Asset Purchase

  • 100% Equity Purchase

  • Partial Equity Purchase

  • Partnership Buy Out/In

  • Debt Refinance

  • Working Capital

  • Commercial Real Estate

FREE

Most all our services are free or mostly free while still getting the same or better rates and deals as if an advisor went to the lender direct and did everything themselves. What we cost is nothing, but what we save advisors is time, effort, stress, and more often than you’d think the acquisition deal itself.

LOANOLOGY

Advisor Loanology is about the arts and science of advisor lending. We created it for advisors who want to dive into a particular topic(s). There is a lot of confusion, white noise and misinformation out there on advisor lending. We wanted to provide our independent perspective from having about equal exposure to both RIA and IBD channels and with both conventional and SBA lending.

CONSULTING

We deliver independent lending advice we believe serves the best interests of the advisors we work with. Our consulting is relaxed, unbiased, and straight-up candid. We’ll give you an instant read on your loan request’s viability, highlight any workarounds or red flags, and ensure the loan aligns with your strategic goals or future financing plans.

NAVIGATION

You might be new to this, but it’s our bread and butter. We simplify the process, freeing you to focus on your clients. We’ll tell you exactly what we need, then run point from start to finish. We’re a free outsourced loan coach and quarterback.

IF AN SBA LOAN…

While conventional lending is often our primary go-to, an SBA loan can sometimes be the better choice—or your only path forward. The SBA has been backing investment advisors for 29 years, and we bring a uniquely blended expertise to the table. Over the past five years, AdvisorLoans has originated one-third of all SBA-funded dollars for investment advisors, with 156 lenders handling the rest. Whether you need an SBA loan now or want to craft a financing strategy around the unique opportunities SBA lending offers advisors, give us a call today.

SUPPORT

We provide on-going support to advisors after the loan closes. We’re available to assist with questions about the annual covenants required, prepayments, help with any support issues with the bank, and of course with future loans and loan refinancing.

If you do need an SBA loan, don’t go it alone, when you can use AdvisorLoans, for free.