SBA Loans for Investment Advice
SBA has approved 3,397 7(a) loans worth $1.4B to Investment Advice businesses, and annual approvals have fallen 74% versus the prior decade.
- 3,397
- 7(a) loans
- $1.4B
- Approved dollars
- $406,353
- Average loan size
- #96
- Rank among industries
- -74%
- Annualized vs prior decade
- 8.0%
- Active-loan distress
- 11%
- Franchise-branded
Investment Advice is the #96 most-funded business type in the SBA 7(a) record. Since 1991 the program has approved 3,397 such loans worth $1.4B, averaging $406,353 each. Annual approval volume has fallen 74% between the FY2013-2019 period and FY2020-2026. 8.0% of the active book is delinquent, past due, or in liquidation.
Where investment advice loans are made
Who lends to investment advice most
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Open the interactive map ↗7(a) loans only, approved and not cancelled, gross basis, classified by borrower NAICS. Distress is the current share of the active book in delinquent, past-due, or liquidation status. Approval is not funding. FOIA record as of March 31, 2026.