AdvisorLoans Email Format
BankingColorado, United States2-10 Employees
AdvisorLoans operates in the banking sector, offering independent guidance on Conventional and SBA lending to clients in the independent wealth management industry. The firm handles the loan process from pre-qualification through funding, aiming to support advisors and wealth management firms with financing options for acquisitions, working capital, debt consolidation, transitions, and recruiting. Based in Breckenridge, Colorado, the company emphasizes specialized expertise and experience in advising on lending strategies tailored to wealth management practitioners. The business appears to target broker-dealers, custodians, advisors, and related referral channels, positioning itself as a focused resource for independent SBA lending within this professional space. A noted development in its recent history is securing a substantial amount of conventional lending capital to finance advisor-related transactions and growth activities.