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RIA loans

Financing for Registered Investment Advisors

We recognize that RIAs often find it challenging to access capital. Intangible assets such as future fees don’t typically fit the lending models of traditional banks. 

Since 2003, financial services professionals across the United States have benefited from hundreds of millions in loans from Oak Street Funding, a direct, non-SBA lender that understands their business model and appreciates their most valuable assets - future fees - even though they are intangible.

Our borrowers enjoy doing business with us because we understand their unique needs and niche lending. In fact, many return for multiple transactions. Our borrowers also like that we own and manage their loan throughout its life cycle and they only deal with us. What’s more, we have the speed and flexibility of an entrepreneurial specialty lender with the financial backing of a bank.

Oak Street’s unique cash-flow analysis, fast turn times, industry knowledge and experienced team align to develop new products to meet the growing demand for RIA financing.

Learn More

To learn more about financing options for your firm, please contact:
Bruce Warren at bruce.warren@oakstreetfunding.com or 317-428-3829

Customized Loans

  • Fee-based loans (non-SBA)
  • Amounts starting at $25,000
  • Terms up to 7 years
  • Quick loan process

Uses of Capital

  • Mergers and acquisitions
  • Successions and owner buyouts
  • Working capital
  • Business debt consolidation

RIA Succession Loans

Contact us to learn about our phased approach to buyouts.

RIA Succession Loans

Meet With Us at Industry Events

FPA Norcal Conference
May 30-31 in San Francisco

NAPFA Spring conference
May 16-19 in Bellevue

Echelon Partners/DDM Summit
September 19-20 in Newport Beach

NAPFA Fall Conference
October 18-21 in Orlando

The MarketCounsel Summit
December 2017

Click here to schedule a confidential appointment at an event.