Registered Investment Advisory Firm Loans

As an RIA, you know how to advise your clients when it comes to their financial decisions. But are you making the right choices when your business needs to finance an acquisition, buy out a partner, or bring in more employees? A paperwork-intensive bank loan can take months to finalize, leaving your investment advisory firm limited while you wait.

Fundation can do it in a matter of days.

Our investment advisory firm loans are designed to work with the needs of a small business. Our online application takes less than ten minutes, and your capital can be available in as few as three business days. Why waste time waiting on a bank when you can start seeing growth in less than a week?


  • Conventional term business loan – only pay interest on the amount for the time borrowed
  • Dedicated Customer Relationship Manager
  • Apply online in less than 10 minutes, capital available in 3 business days
  • Interest rates as low as 7.99%*
  • No prepayment penalties

*Rates are subject to each customer’s unique credit profile and history

For simple, flexible financing, apply online today for a small business loan from Fundation.

Personalized Funding for Investment Advisory Firms

Fundation works with investment advisory firms to offer alternative business financing options for businesses like yours. Loans from traditional lenders like banks often feel impersonal, providing generalized choices unsuited to your specific business needs. We make efforts to personalize our investment advisory firm loans to real-life situations. Our small business lending solutions include:

  • A fast turnaround of as few as 3 days between application, approval, and funding
  • Access to your account at any time through our online portal
  • A dedicated Customer Relationship Manager to answer your questions and be your guide
  • Flexible funding options and payment terms

Registered investment advisors use loans to grow their business by:

  • Attracting new clients
  • Leveraging technological advancement
  • Hiring and retaining staff
  • Succession planning
  • And More

Our small business loans can help keep your RIA firm from becoming stagnant as clients reach retirement. Our conventional term loans offer large principal amounts and low regular payments, so your practice can expand without worrying about cash flow.

Leverage Your Investment Advisory Firm Funding

Fundation is only satisfied when we see your business thrive. If you want personalized service and terms that suit your specific needs, try an alternative small business lender that stays dedicated to you every step of the way.

Contact Fundation to discuss your small business financing options with a customer representative or apply for an RIA loan online today in 10 minutes or less!