Advisor Financing LLC

Looking for conventional financing for your financial advisory firm without SBA restrictions? Advisor Financing specializes in partner buy-outs, acquisitions, and debt refinancing specifically for financial advisors.

Unlike most traditional banks or SBA lenders, we understand:
- The true value of your AUM and recurring revenue
- How to value your client relationships and fiduciary responsibilities

With nearly a decade of experience and hundreds of millions in funded loans, we've built the largest lending network dedicated to financial advisors. Our competitive rates and flexible terms are designed specifically for:
- Partnership buy-ins and buy-outs
- Practice acquisitions and mergers
- Debt refinancing and restructuring
- Succession planning financing

Contact us to learn how we can help you grow or transition your practice with straightforward, non-SBA financing solutions.