Industry intelligence
Investment Advice in Florida
33 investment advice businesses in Florida financed with SBA 7(a) loans, largest first. Each links to its complete record.
- Stephen Ng Financial Group LLCWimauma, FL · 1 loan$4.2M
- Ikigai Wealth P.A.Miami, FL · 1 loan$3.1M
- GULF2BAY ENTERPRISES INCTreasure Island, FL · 1 loan$2.1M
- Tranquility Wealth Management, LLCJacksonville, FL · 1 loan$1.9M
- Fleishel Financial Associates, Inc.Deland, FL · 1 loan$1.5M
- JB Financial Enterprises LLCJacksonville, FL · 1 loan$1.4M
- CLUBHOUSE PRIVATE WEALTH INSURANCE & CONSULTING SERVICES, LLCWeston, FL · 1 loan$1.3M
- Waterstone Financial, LLCFort Myers, FL · 1 loan$1.3M
- SRA Team LLCBoca Raton, FL · 2 loans$1.1M
- RLC 2019, CorpWindermere, FL · 3 loans$815K
- Legacy Advisors, Inc.West Palm Beach, FL · 3 loans$550K
- ELLISOR AND ASSOCIATES INC.Jacksonville, FL · 1 loan$460K
- LEGACY WEALTH MANAGEMENT ADVISORS, LLCDelray Beach, FL · 3 loans$450K
- A.E. JOHNSON ENTERPRISES, LLCTampa, FL · 1 loan$419K
- Andres YepesRockledge, FL · 1 loan$375K
- Entelevest, LLCCoral Gables, FL · 1 loan$350K
- Everglades Parkland Advisors LLCCoral Springs, FL · 1 loan$350K
- GC2 Transformational Financials IncNew Smyrna Beach, FL · 1 loan$350K
- Risk Management Partners, IncorporatedBoca Raton, FL · 2 loans$350K
- Majors Financial Group, Inc.Defuniak Springs, FL · 1 loan$290K
- Mankin Financial Enterprises, IncSaint Johns, FL · 1 loan$283K
- GraemeW.LambSt. Augustine, FL · 1 loan$260K
- JCP VENTURES, L.L.C.Hollywood, FL · 1 loan$250K
- Athenian Private Client Group, Inc.Largo, FL · 1 loan$153K
- MRB18, LLCBoca Raton, FL · 1 loan$150K
- SEMPER WEALTH MANAGEMENT LLCOviedo, FL · 1 loan$150K
- CORAL WEALTH MANAGEMENT, LLCMiami, FL · 2 loans$100K
- MONTECHIARO LLCMiami, FL · 1 loan$100K
- Armando Rafael GilHollywood, FL · 1 loan$75K
- Asset Builders & Insurance, Inc.Ocala, FL · 1 loan$65K
- RETIRE SAFE FLORIDA, INC.Boca Raton, FL · 1 loan$60K
- SHEALY WEALTH MANAGEMENT, INC.Fort Lauderdale, FL · 1 loan$55K
- Katching Dreams LLCMiami, FL · 1 loan$25K
AI summary
Florida has 33 investment advice businesses on record financed with SBA 7(a) loans, the largest of which closed $4.2M in financing.
CapBench SBA Intelligence ranks the SBA lenders actively financing investment advice deals in Florida and surfaces typical loan sizes and risk signals, so buyers, advisors, and AI agents can see who funds investment advice businesses in Florida 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 Florida, largest first, from CapBench SBA Intelligence. Each entry links to its complete public loan record. CapBench is not a lender.
- 33 investment advice businesses financed in Florida
- Largest deal on record: $4.2M
- State: Florida
- Industry: Investment Advice
- Data freshness:
- SBA records through 2026-05-31; FDIC through 2026-03-31; page updated 2026-06-18.
- Sources:
- Public SBA 7(a) loan records; FDIC institution data (BankFind); CapBench lender and franchise enrichment.
- 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 Florida project address.