Industry intelligence
Investment Advice in New Jersey
17 investment advice businesses in New Jersey financed with SBA 7(a) loans, largest first. Each links to its complete record.
- STAHL CAPITAL GROUP LLCCherry Hill, NJ · 1 loan$4.5M
- NEWS & HEISLER WEALTH MANAGEMENT LIMITED LIABILITY COMPANYMoorestown, NJ · 1 loan$2.9M
- CLD Capital, LLCWhitehouse Station, NJ · 2 loans$2.6M
- Lawrence Van OllenfenLinwood, NJ · 1 loan$2.1M
- Personal Wealth Strategies LLCHamilton, NJ · 1 loan$1.6M
- Empowered Retirement Inc.Livingston, NJ · 1 loan$750K
- Matthew GarberEast Brunswick, NJ · 1 loan$600K
- Macro Strategy Advisers LLCCherry Hill, NJ · 1 loan$250K
- NobleBridge Wealth Management LLCCaldwell, NJ · 6 loans$240K
- Amadeus Wealth Alternatives ,IncHackensack, NJ · 2 loans$100K
- Nardolillo Wealth Plan Advantage, IncMorristown, NJ · 1 loan$95K
- WEALTHPLAN ADVISORS LLCMorristown, NJ · 1 loan$75K
- MK3 WEALTH LLCVoorhees, NJ · 1 loan$73K
- New Century Investor ServicesCranbury, NJ · 1 loan$50K
- AD CAPITAL ADVISORS INCHarrison, NJ · 1 loan$25K
- D.R. MARTIN & ASSOCIATES LLCHackensack, NJ · 1 loan$10K
- 12 Stones Partners LLCBoonton, NJ · 1 loan$5K
AI summary
New Jersey has 17 investment advice businesses on record financed with SBA 7(a) loans, the largest of which closed $4.5M in financing.
CapBench SBA Intelligence ranks the SBA lenders actively financing investment advice deals in New Jersey and surfaces typical loan sizes and risk signals, so buyers, advisors, and AI agents can see who funds investment advice businesses in New Jersey 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 New Jersey, largest first, from CapBench SBA Intelligence. Each entry links to its complete public loan record. CapBench is not a lender.
- 17 investment advice businesses financed in New Jersey
- Largest deal on record: $4.5M
- State: New Jersey
- 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.
- 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 New Jersey project address.