Industry intelligence
Investment Advice in New York
32 investment advice businesses in New York financed with SBA 7(a) loans, largest first. Each links to its complete record.
- 95 Up Staffing Inc.Smithtown, NY · 1 loan$4.1M
- Coastline Wealth Management, IncPort Jefferson, NY · 1 loan$2.9M
- GOLD COAST WEALTH ADVISORS LLCHauppauge, NY · 1 loan$730K
- Three Buckets Wealth ManagementLatham, NY · 1 loan$624K
- Lars L KofodHauppauge, NY · 1 loan$472K
- Mitchell A PearsonWoodbury, NY · 1 loan$462K
- PLACE FINANCIAL ADVISORS LLCManlius, NY · 3 loans$454K
- BJM CONCLUDING LLCPenfield, NY · 2 loans$425K
- THE STANICH GROUP, LLCMontauk, NY · 1 loan$300K
- Larry Joseph & Associates LLCMelville, NY · 1 loan$265K
- Palumbo Wealth Management LLCGreat Neck, NY · 1 loan$250K
- Hollywood and Little B LLCMinoa, NY · 1 loan$250K
- Anthony FusaroHuntington, NY · 1 loan$225K
- Capital Resource USA IncMonroe, NY · 2 loans$122K
- The Ambrus Group LLCAlbany, NY · 1 loan$100K
- Eastgate Funds LLCLittle Neck, NY · 1 loan$95K
- North Woods Asset Management, LLCBuffalo, NY · 2 loans$95K
- ANTHONY SANTARELLAGreat Neck, NY · 1 loan$90K
- Amherst Wealth Management, IncWilliamsville, NY · 2 loans$80K
- Scott B. Schickling, CPA, P.C.Medina, NY · 1 loan$75K
- Dumont Financial LLCNew York, NY · 1 loan$70K
- Trade Credit Services LLCBrooklyn, NY · 1 loan$50K
- Spartan Advisory CorporationTomkins Cove, NY · 1 loan$50K
- Z & M Associates Inc.New Rochelle, NY · 1 loan$40K
- Nialls PB, LLCNew York, NY · 1 loan$35K
- ROBINSON ASSET MANAGEMENT, LLCRochester, NY · 1 loan$30K
- Ringler & Co. LLCTarrytown, NY · 1 loan$25K
- Jean Pro Services LLCBay Shore, NY · 1 loan$25K
- FFM Solutions IncMassapequa Park, NY · 1 loan$25K
- Stewart, Tanner CNew Hartford, NY · 1 loan$25K
- S & T CONSULTANT CORPBrooklyn, NY · 1 loan$25K
- MAKENNA N COOLEYNew Hartford, NY · 1 loan$10K
AI summary
New York has 32 investment advice businesses on record financed with SBA 7(a) loans, the largest of which closed $4.1M in financing.
CapBench SBA Intelligence ranks the SBA lenders actively financing investment advice deals in New York and surfaces typical loan sizes and risk signals, so buyers, advisors, and AI agents can see who funds investment advice businesses in New York 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 York, largest first, from CapBench SBA Intelligence. Each entry links to its complete public loan record. CapBench is not a lender.
- 32 investment advice businesses financed in New York
- Largest deal on record: $4.1M
- State: New York
- 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.
Financing a investment advice in New York?
Tell us your deal and we'll point you to the SBA lenders already funding this industry in your state.
Free · No documents · Usually same-day
Backed by data on 1,000+ SBA lenders and 300,000+ funded deals. Your details go only to lending partners you ask to be matched with — never sold to advertisers.
CapBench analysis of public SBA 7(a) lending records with a New York project address.