Graph iconLoans for Investment Advisors

 

Loans Exclusively for Investment Advisors

As a Registered Investment Advisor (RIA) or Investment Advisor Representative (IAR), you’ve built a strong track record of getting clients to achieve their goals. Now, let’s focus on yours. We specialize in providing loans to investment advisor firms like yours and have an in-house deal team dedicated to getting you the capital you need to stay ahead.

FLEXIBILITY TO GROW
Get capital based on your future revenue rather than your personal assets, which gives you the flexibility to grow at any stage of your firm’s life cycle.


ALIGNED WITH YOUR FIRM
Our unique cash-flow analysis, fast turn times, and innovative technology are aligned to how you run your firm.


FREEDOM TO REINVEST
Free up capital with our interest-only loan options so you can invest in your firm today to grow tomorrow.


CONTROL YOUR TIME HORIZON
With terms up to 10 years, our loans are customizable to your needs and timeline.

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Investment Advisor Loan Solutions

Your firm can stay the best with more strategic moves that help you keep winning. As a non-SBA, specialty lender, Oak Street Funding provides a variety of loan solutions that are customizable to your needs as an investment advisor.

Acquisition Loan
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Acquisition Loan

Looking to acquire another investment advisor firm, insurance agency, or CPA practice? We can help guide you through that process.

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Succession & Partner Buy-In Loan

Make a well-deserved financial exit while positioning future owners of your firm for long-term success.

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Transition Loan

If your dream is to manage your book of business at your own firm, take advantage of Oak Street Funding’s transition loan.

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Working Capital Loan

Get ahead with a working capital loan to hire new employees, upgrade technology, or launch a new marketing campaign.

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Business Debt Restructure Loan

Consolidate existing loans, reduce debt obligations, clean up your balance sheet, and improve liquidity

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Loan Specialists

Ready to take the next step?

Please provide your contact information and one of our Development Specialists will reach out to you within 24 business hours.