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
- 2.0%
- Active-status distress
- 11%
- Franchise-branded
Investment Advice is the #96 business type by loan count 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. Among 405 active-status investment advice loans, 2.0% are delinquent, past due, or in liquidation.
States with the most investment advice records
Who lends to investment advice most
Explore SBA lending nationwide, drill any state to the zip level, and compare the lenders behind the numbers.
Open the interactive map ↗7(a) loans only, approved and not cancelled, gross basis, classified by borrower NAICS. Active-status distress counts DELINQ, PSTDUE, or LIQUID loans as a share of CURR, DELINQ, PSTDUE, LIQUID, or DEFERD loans. Approval is not funding. FOIA record as of March 31, 2026. Methodology.