Financial Advisor Acquisition Loans

Your partner in securing conventional financing for acquisitions, partner buy-out, or debt refinancing.

Trusted around the world
Best terms in the industry

From day one, the Advisor Financing team guided us to solutions that blew the terms of other quotes out of the water. We secured financing for myself and my partners. Great experience.

Advisor
Financing

Lowest Rates in the Industry

Our banks know us and trust us.

Unbeatable Terms

We secure the most competitive rates and terms in the industry.

Conventional Lending

We offer custom lending solutions with fewer restrictions and lower costs compared to similar SBA loans.

Tech meets opportunity

Successive rounds of funding to scale the business, product development, and market expansion.

Founded by financial advisors, for financial advisors.

Your partner in securing conventional or SBA financing for acquisitions, partner buy-out, or debt refinancing.

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Get to know us

Conventional Lending

We offer custom lending solutions with fewer restrictions and lower costs compared to similar SBA loans. Every loan is tailored to your individual practice.

Lowest Rates in the Industry

The best rates and terms in the industry exclusively for independent financial advisors and registered investment advisors (RIA's).

White-glove Experience

As a boutique firm, we provide personalized, white-glove service to every client, ensuring a seamless and exceptional experience.

Expansion Capability

We build lasting partnerships with a focus on supporting your business growth and expansion at every stage.

Rates

50-300 bps below competitors

Clients benefit from reduced borrowing costs, which improves cash flow and increases the likelihood of successful loan performance.

100%

Up to 100% financing available

This option is beneficial for businesses looking to preserve their cash reserves for other strategic needs, such as expansion, hiring, or operational improvements.

10A

Flexible terms with 10-year amortization

Providing clients lower monthly payments, enhanced cash flow management, and greater financial flexibility, making it easier to support long-term growth and strategic investments.

Trusted by clients worldwide

Successive rounds of funding to scale the business, product development, and market expansion.

After looking into several options to secure financing for a practice acquisition, we were referred to Advisor Financing. They provided seamless support with our financing needs.
Ryan
I had checked with other sources, but after we reached out to Advisor Financing that's the direction we decided to go. I was joining a financial planning practice and they found a financing solution.
Dave
They understand the financial business model, which is so critical to securing lending, and are very good at coaching through the process!
Steve
I worked with Advisor Financing to obtain some working capital for my business. The process went smoothly. They understand our industry and the metrics to obtain an accurate valuation.
Mike
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Let's Talk.

For immediate assistance

Jack Michel (952) 500-1337
Brenden Mann (303)-963-6101
Greg Prokott (612) 240-8465

For general queries, including partnership opportunities, please email jack@advisorfinancingllc.com

Hours

Monday - Friday: 8:00 am - 5:00 pm CT

Address & main phone

333 South 7th Street, Ste. 2100 Minneapolis, MN 55402

(612) 436-3730 Main
(952) 500-1337 Direct