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  • AdvisorLoans exclusively provides lending solutions to advisors and firms in the financial services industry.

    From loan consultation, process to funding, we turnkey business lending for Financial Advisors, IBD Principals, Associate and Servicing Advisors, Franchises, RIAs, Investment Advisors and IARs.

    We provide enterprise lending program solutions and strategies to OSJs, Ensembles, Wealth Management Firms, Custodians, and Independent Broker Dealers. Advisor & RIA Lending Guide eBook:

    AdvisorLoans literally wrote the book on advisor lending.

    View, print or download from our website.

    Loan Advisors to Financial Advisors:

    * Represent the interest of the advisor, not the lender

    * Bring clarity to the evolving advisor lending ecosystem

    * Open architecture of loan programs and lenders Loan Purposes:

    * Acquisitions

    * Equity Buyouts

    * Refinance

    * Working Capital

    * Breakaway Advisor Transition

    * Recruiting

    * Office Build-outs


    Exclusive to advisors

    We exclusively work with advisors. For borrowers to be eligible for AdvisorLoans services and support, they must be licensed with FINRA and/or the SEC. Our services are available to RIAs, Hybrid RIAs, Investment Advisors, Independent Broker Dealer 1099 registered reps, IBD principals, OSJs, and Insurance Broker Dealer 1099 Reps, Brokers and Agents.

    No additional costs using AdvisorLoans than going alone

    There are no extra costs paid to AdvisorLoans than if you were going to any lender direct. Our clients never pay AdvisorLoans any amount of money for any reason. When your loan is closed, the lender either reimburses us for loan packaging costs and analysis, or will pay us what they normally allocate from their marketing budget.

    Loan Advisory Model

    The entire foundation of the AdvisorLoans client service model is built on being Loan Advisors for Financial Advisors. We represent the interest of the advisor, not the lender. Advisors help their clients with investment advice, planning, making prudent financial decisions, selecting funds and managers most ideal for the client’s situation, and the client of course isn’t dealing with an SMA directly. Financial Advisors need Loan Advisors for many of the same root reasons. However, with AdvisorLoans, we don’t have to charge our clients a fee.

    Lending Open Architecture

    AdvisorLoans operates an “open architecture” of multiple loan types, lenders and programs for SBA, Tri-Party and conventional loan options.  We believe choice always benefits the advisor.

    Financial Industry Expertise and Commitment

    We offer our clients a unique combination of expertise from both a lending solutions and financial industry perspectives. For over 15 years now, our founders have been exclusively helping advisors with solutions connected to financing needs in the first place. This is our industry, and helping advisors is the core of everything we do. Our advisor clients aren’t just 1 of 15 industries we work in like a giant publically traded bank. We don’t work with funeral homes and chicken farmers. While we don’t have a background in chickens, we are intimately familiar with financial industry nuances, acronyms, platforms, channels, cash flow business models, recruiting deals, valuations, M&A deal structures, and the capabilities and limitations of lending programs. More importantly, we apply this expertise to the benefit of our advisor clients lending needs.

    Save money and time

    We’ve spent many thousands of hours developing our experience and expertise in advisor lending to save our advisor clients many hours of time to figure out everything on their own. Being an AdvisorLoans client gives advisors a lot more time to spend with their clients. We save advisors substantial time in researching options, determining which lenders and programs advisors qualify for, and unnecessarily filling out multiple applications and loan packages. We have some influence with certain loans to push down the rate, accelerate timelines, and getting exceptions as needed on a case by case basis.

    Turnkey Full-Service Solution

    We support advisors with every step of the loan process from initial consulting, loan packaging, pre-qualification, to funding. If you need assistance in business valuations, deal construction, legal review and advice we can connect you with trusted vendors we regularly work with.

    “We keep advisor hours not banker hours”

    Many of the advisors we work with have busy schedules and work long hours. AdvisorLoans puts an actionable priority on accessibility. If you need to speak about your loan before or after market hours, we’re here. Need to talk on Saturday because of your hectic week? Call or text your Loan Advisor and you’ll get a prompt response.

    Internal Loan Packaging

    By packaging the loans internally, we save advisors time and headaches from having to create multiple packages and filling out multiple applications with a bunch of different banks.

    We don’t shop your loan

    We already know the loan structures, rates, and approval criteria of the available lenders and lending programs. Our expertise and Loan Advisory model enables our clients to know in advance which lending option we would move forward with pending review of the loan package and analysis approval.

    Cultural synergy with our clients

    Like most of our clients with independent advisory firms, we have an “advisor” mindset, not a banker’s mentality. We also believe in putting the best interest of our clients first through an advisory approach rather than selling proprietary products. We also focus on developing long-term client relationships to become our client’s Loan Advisor for life.



    The AdvisorLoans Lending Guide eBook provides a lending resource for the Financial Advisor industry niche.

    Financial Advisors, RIAs, and firms now has an available lending guide written specifically for advisors seeking loans for acquisitions, partner buyouts, working capital, and business debt consolidation.

    There are a growing number of SBA and conventional commercial lenders entering (or dipping their toe) into advisor niche lending. With every lending option comes with its own set of intricacies.

    The evolving lending choices has created industry confusion in which lenders, programs, structures and loan types are available, and which combination provides the most ideal loan for the advisor.    

    The independent channel needed a lending guide to bring clarity to the advisor lending landscape so AdvisorLoans developed one.

    AdvisorLoans wrote an eBook we hope isn’t read. We would rather advisors and field leadership to just call us instead. Our Loan Advisor to the Financial Advisor model was created so advisors don’t feel they have to read an eBook like this to get the most ideal loan for them.

    AdvisorLoans Creates Free Lending Guide eBook for Financial Advisors

    8,256 total views, 19 views today

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