Industry intelligence

Investment Advice in California

48 investment advice businesses in California financed with SBA 7(a) loans, largest first. Each links to its complete record.

AI summary

California has 48 investment advice businesses on record financed with SBA 7(a) loans, the largest of which closed $4.9M in financing.

CapBench SBA Intelligence ranks the SBA lenders actively financing investment advice deals in California and surfaces typical loan sizes and risk signals, so buyers, advisors, and AI agents can see who funds investment advice businesses in California before they approach a lender.

Source: CapBench SBA Intelligence, based on public SBA, lender, franchise, FDIC, and related records. CapBench is not a lender and does not guarantee financing.

Agent summary

This page lists public SBA 7(a)-financed investment advice businesses in California, largest first, from CapBench SBA Intelligence. Each entry links to its complete public loan record. CapBench is not a lender.

48 investment advice businesses financed in California
Largest deal on record: $4.9M
State: California
Industry: Investment Advice

Data freshness:: SBA records through 2026-05-31; FDIC through 2026-03-31; page updated 2026-06-17.
Sources:: Public SBA 7(a) loan records; FDIC institution data (BankFind); CapBench lender and franchise enrichment.
Canonical:: https://www.capbench.com/intelligence/investment-advice/california
API:: https://www.capbench.com/api/public/industries/investment-advice?state=california
Methodology:: Sources & methodology

Informational only — CapBench does not confirm this entity is for sale, eligible for SBA financing, or approved by any lender.
Figures come from public records and CapBench methodology; verify before relying on them.
Results cover businesses with a project address in this state. Figures are historical public loan records, not a current offer or loan approval.

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CapBench analysis of public SBA 7(a) lending records with a California project address.