Loans 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.
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
Looking to acquire another investment advisor firm, insurance agency, or CPA practice? We can help guide you through that process.
Succession & Partner Buy-In Loan
Make a well-deserved financial exit while positioning future owners of your firm for long-term success.
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.
Working Capital Loan
Get ahead with a working capital loan to hire new employees, upgrade technology, or launch a new marketing campaign.
Business Debt Restructure Loan
Consolidate existing loans, reduce debt obligations, clean up your balance sheet, and improve liquidity
Testimonials
The professional, organized, and friendly nature that Susie and the whole team have is great. Refreshing, even when frustrating.
RANDY COHEN Investment Advisor
I looked at other lenders, but in the end, it was Oak Street’s customer service for me. It was great. This was my first transaction like this and they broke it down into bite-sized pieces that I could understand.
ELIZABETH IVY Investment Advisor
For our first funding, we gave Oak Street Funding a difficult deadline to close in three weeks…most lenders would not be able to do this, but Oak Street made it happen.
CRAIG RUMLER Investment Advisor
It’s hard to truly understand what we, as business owners, are doing, and what I was trying to achieve from a capital infusion. So I appreciate Oak Street Funding being instrumental in completing this.
ANONYMOUS Investment Advisor
I would absolutely recommend Oak Street Funding to a colleague if their needs align. I would push for them to talk to Oak Street. I don’t know anyone else who loans on cash flow.
RON BROCK Investment Advisor
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.