LOANS & SERVICES
We care about our clients and appreciate the relationships we’ve made over the years. We value the advisor referrals that drives most of our organic growth.
“I just closed two loans with the team from AdvisorLoans. It was a bit complicated. They helped not only with securing funding and the application process but were also very helpful in actually structuring the deals. I would recommend them without hesitation. Their patience with me was much appreciated!”
IBD
$3,050,000 Loan
“I cannot recommend AdvisorLoans enough! Darin became more than just a broker but a trusted advisor throughout the process. He and Michelle make a great team. The quality of service is top notch and held my hand all the way until the end!”
RIA
$1,050,000 Loan
“Darin and Michelle aren’t just good at what they do…they are the best at it. They communicated clearly throughout the process and were responsive to my questions. I could not have completed this acquisition without them and I cannot recommend them highly enough.”
IBD
$2,875,000 Loan
“Darin and Michelle were instrumental through my loan process and completing the necessary checklists to be able to purchase my first financial advisor practice! They provided me with all the tools needed to complete the purchase and they kept me on task to complete the necessary steps to make this a streamlined process. I look forward to using AdvisorLoans in the near future on my next practice purchase!”
IBD
$500,000 Loan
“I’m grateful for the great job Michelle did in securing my loan in what was a very quick turnaround. The process confirms my opinion that it is best to work with a broker.”
IBD
$700,000 Loan
“Thank you for your assistance in securing my loan. I was impressed with both the speed in which it took place and the extra support and guidance that Michelle gave throughout the process as I was trying to close on a tight deadline. It was a very streamlined process.”
IBD
$612,000 Loan
“The best decision we made was using AdvisorLoans. We started and finished our loan process during the busiest time of the year for our business, when 70 hour weeks are the norm. The team at AdvisorLoans made the SBA 7a loan process streamlined. Their advice helped us navigate the complexities of the 7a process and did so without requiring an onerous amount of our time. I give my highest recommendation to AdvisorLoans!”
CPA
$1,575,000 Loan
“Darin from AdvisorLoans helped make a dream into reality with being able to find me a bank that would lend for my unique acquisition.”
IBD
$1,025,000 Loan
“They made the complicated much more simple.”
IBD
$275,000 Loan
“Darin & AdvisorLoans are fantastic to work with. They guided me through the entire loan process, and were there to answer any and all questions… days / nights / weekends, Darin was there to help!”
RIA
$1,700,000 Loan
“I had the pleasure of working with Michelle and Darin (AdvisorLoans) to refinance a promissory note related to the purchase of a practice acquisition. The level of professionalism, attention to detail and prompt responses to my questions made the entire process seamless. I would not hesitate to refer AdvisorLoans and I look forward to working with their team again in the future."
IBD
$419,000 Loan
“Working with Michelle and Darin was a true pleasure. Set real expectations, guided through the underwriting process and helped facilitate a clean closure. Felt like a true partnership with my interest being the primary objective. Many thanks!”
IBD
$325,000
“I cannot thank you enough for changing my life and the trajectory of my firm by guiding me through this opportunity. This loan you helped me with has been an absolute blessing to me, and my team and I know it has launched us into a new level of growth and expansion. Thank you for fighting for me and making this happen. Remember that you are impacting people’s lives and businesses in the most amazing way. Thank you for everything!”
RIA
$4,800,000 Loan
“Darin and Michelle closed on the largest acquisition I have ever done when the “other” Advisor Lender would not touch the deal. This deal had a lot of moving parts and they were able to overcome several hurdles. I could not be happier with the professionalism and speed to which they helped close this deal.”
IBD
$850,000 Loan
“Darin and Michelle were great in helping me navigate the loan process. From Darin, explaining the loan details in ways that I could understand to Michelle walking me through step-by-step. Their prompt customer service and dedication to getting the job done, helped a complicated time consuming process be as easy as possible.”
IBD
$390,000 Loan
“Thanks to both of you for your direction, hand holding and patience! This is our first experience with a business loan. I'm sure you have heard that before but you all made this a very tolerable process and your follow up and communication were top notch. Thanks for everything!”
CPA
$495,000
“Michelle and Darin made the loan process a breeze. Can't say enough good things about them and their ability to get tough loans through.”
RIA
$175,000 Loan
“It was a pleasure working with Advisor Loans for my financing needs. Both Darin and Michelle went above and beyond to make sure my loan was closed in a timely manner. This was a new process for me and they made me feel very confident.”
IBD
$375,000 Loan
“Darin and his team went above and beyond my expectations to help close and fund a $3,650,000 deal that kept running into roadblocks. This deal is huge deal for my firm and would not have happened without AdvisorLoans expertise, knowledge and guidance.”
IBD
$3,650,000 Loan
“From start to finish, AdvisorLoans not only worked hard to secure the best lending for our acquisition, but they communicated what to expect at every step of the way – leaving no surprises.”
IBD
$775,000 Loan
“We worked with Darin and AdvisorLoans on the purchase of an RIA and the partnership was crucial to getting the deal done. Our corporate structure added complexity to the deal and he was able to find us the right lender and act as an outsourced member of our team. The time and energy we saved by working with AdvisorLoans was immeasurable.”
RIA
$3,750,000 Loan
“With Advisor Loans, I felt like I had an advocate; someone on my side. He helped negotiate between the seller and lender, and I even felt I had a higher quality lender representative because of Advisor Loans' involvement.”
RIA
$1,000,000 Loan
“The experience I had with everyone in your company and the bank you chose was excellent! I was so pleasantly surprised by how smooth the process went (which is always cumbersome and full of requirements). I would recommend you to any person in my situation. Plus your attitude was always pleasant and positive. I almost feel like starting the process again just to interact with you!”
IBD
$650,000 Loan
“Advisor Loans was my experienced guide through the whole process of acquisition. They shepherded me through the challenges and each step of the way professionally, competently and with care. I can’t thank them enough and would use their services again should the opportunity arise.”
IBD
$315,000 Loan
“In my most important hour as an advisor, AdvisorLoans stepped in and helped me capitalize. I can’t speak enough to the importance of dealing with seasoned people who understand the task at hand. The relationship manager literally, held my hand from day 1 to funding. Their technology made everything even easier for me. Thank goodness for AdvisorLoans.”
IBD
$575,000 Loan
“Darin and Michelle worked as a team to help me get the funding I needed to close on my first financed practice acquisition. Look no further, this is your team.”
IBD
$150,000 Loan
“Michelle and Darin were amazing to work with and really helped me navigate the commercial loan process. Right up until closing, Michelle was always there to answer my texts, calls or emails and both went to bat for me when I needed them most in dealing with underwriters and closers. I would highly recommend using AdvisorLoans, I’ll be back for my next purchase!”
IBD
$420,000 loan
“This was our second time working with Darin and Michelle. We again experienced a smooth process. Communication was always timely. And most importantly, the expected timeline for close was met both times.”
RIA
$1,400,000 Loan
"Darin and Michelle were on top of everything the entire way. They got us to the finish line during a hectic end of year, holidays and all. I would highly recommend them, especially to anyone in the RIA/securities brokerage world. Being knowledgeable in that area made the whole experience seamless. Thank you, Darin & Michelle!”
RIA
$260,000 Loan
“Darin was top notch and extremely efficient and personable throughout the entire process.”
RIA
$350,000 Loan
“Darin is really good at helping you navigate the uncharted waters of commercial loans. He has the contacts and the ability to eliminate problems before they have a chance to happen. He just needs to be better looking so as not to scare people off…”
IBD
$1,600,000 Loan
“Advisor Loans was an advocate from the beginning. They were in constant communication and constantly fighting for my deal!”
IBD
$165,000 Loan
“Darin and Michelle were wonderful to work with! They were very responsive to my questions and saw everything through from start to finish. They made it happen!”
IBD
$300,000 Loan
“Darin and Michelle were integral in helping me understand the cost benefit of refinancing a seller note I had from a recent practice acquisition. They provided five star service at every step from the initial consultation through closing. Professional, diligent, and responsive are a few of the many key attributes that stand out when I think about working with Michelle through the loan process.”
IBD
$540,000 Loan
“I enjoyed working with Darin and Michelle at Advisor loans, they were very knowledgeable, attentive, responsive, and most important got my deal closed! I give them my highest marks and recommend using their services.”
IBD
$550,000 Loan
“I have been an Advisor for over 17 years and needed to refinance private loans from prior practice acquisitions in order to start my own Franchise, a dream I always had. I reached out to Darin from AdvisorLoans the same day I was declined financing from another lender. From day one, Darin kept me in the loop during discussions with the bank and was confident of a closing from the start. We closed within 6 weeks and I still cannot believe it! Darin & Michelle were such a pleasure to work with and look forward to working with them on all future financing need! If an Advisor has financing needs, you should absolutely work with AdvisorLoans!”
IBD
$1,600,000 Loan
“Met my timeline and expectations, had an excellent experience.”
IBD
$221,000 Loan
“Darin will stick with you every step of the way and give you confidence about the process so that you can spend your time getting your business ready for your acquisition. Your rate and terms will be great and he will find you the best financing that he can. He took the headache out of this process for me.”
IBD
$235,000 Loan
“I've had the pleasure of working with Darin on two deals now. He is always willing to go to bat for me to make sure I get the best terms possible and to ensure the deal gets done. If another deal comes along down the road, I have no doubt that Darin will be involved. I can't imagine doing a purchase without his help.”
RIA
$2,700,000 Loan
“We would refer him to anyone in the financial services industry that needs assistance with practice financing or navigating the SBA loan process. We always felt like Darin was in our corner and that he was an advocate for us throughout the entire process!”
RIA
$3,000,000 Loan
“I used AdvisorLoans to complete the purchase of a large investment advisory practice. I received valuable & timely advice from AdvisorLoans that allowed me to fund the deal with competitive terms. I would definitely do business with them again. They are a great resource.”
RIA
$2,900,000 Loan
“Darin and his team provided thoroughly exceptional services. Specifically, the overall knowledge, process, and ability to ensure that our organization was able to achieve its desired capital objectives were exceeded in an uncertain environment. We will continue to work with Darin and his team as we look to obtain additional debt capital for future acquisitions.”
RIA
$600,000 Loan
“I appreciated the assistance I received from Darin with AdvisorLoans on my partnership buyout. Darin was a great liaison between me and the bank. His excellent guidance made the loan process problem free.”
RIA
$750,000 Loan
“I have had many lending and consulting relationships throughout my career. However, the level of commitment, knowledge, professionalism and attentions to details with AdvisorLoans is second to none throughout my career.”
RIA
$500,000 Loan
“I had shopped several banks and this was by far the best offer. They were straight forward and overall they provided a great experience. I feel like they are a true partner is my advisory practice. There is no doubt that I will be using them again.”
IBD
$1,400,000 Loan
“Trying to pull off an acquisition for the first time is a scary thing. My deal was non-traditional and got rejected by the biggest lender in this space. I was amazed how Darin got me approved and funded in time to meet a very important deadline. Darin's deep understanding of the market, strong relationships with lenders and systematic follow up got my deal done and got my business elevated to the next level.”
RIA
$850,000 Loan
"Our experience with Darin & AdvisorLoans was outstanding. Darin's experience working with various lenders and his willingness to share information helped us navigate a challenging situation. He was always professional, responsive, and his experience was evident from the beginning.”
IBD
$3,000,000 Loan
“Darin was extremely friendly, respectful, knowledgeable, and professional in our working together. All in all, he was great to work with. When the loan was complete, I told Darin that I will keep his name and number handy should I need to revisit any options down the road as I would want to work with him again.”
IBD
$245,000 Loan
“Darin helped our franchise achieve a successful acquisition of a $200M practice acquisition. His knowledge of our industry and company was helpful in helping lender understand our complex deal. Look forward to collaborating with he and his team on the next acquisition!”
IBD
$2,100,000 Loan
“AdvisorLoans was a critical component to my Hybrid RIA purchase. He helped streamline an otherwise muddled and complex process (and reduced a lot of stress along the way). His responsiveness and willingness to be a sounding board for strategy around offer structure and ultimately closing the deal made him an invaluable part of this transaction.”
RIA
$2,175,000 Loan
“Met my expected timing and deadline!”
RIA
$350,000 Loan
"I've worked closely with Darin over the last several years. He's a creative thinker and has strong resources in the lending community. We have been successful in securing 3 separate loans through Darin, and he's always fought hard to get us the best terms. He understands our industry and has helped us immensely in our strategic growth plan. I highly recommend AdvisorLoans for any RIA looking to acquire.”
RIA
$7,550,000 Loans
“I used AdvisorLoans to complete the purchase of a large investment advisory practice. I received valuable & timely advice from AdvisorLoans that allowed me to fund the deal with competitive terms. I would definitely do business with them again. They are a great resource.”
RIA
$2,900,000 Loan
“Darin was critical in guiding my team through the practice acquisition and commercial loan process. Provided professional knowledge and mentorship in every step of the process.”
IBD
$1,100,000 Loan
“Darin literally changed my life! Got a loan done that other banks denied. Helped me in every step of the acquisition far and beyond what anyone else would have done.”
IBD
$1,440,000 Loan
“I have no words to personally thank Darin and his team at AdvisorLoans and his network of financial institutions that made a dream come true. Thank you Darin for all your help, advice, and friendship!”
RIA
$1,550,000 Loan
“Darin was fantastic from day one in helping us navigate the loan process to ultimately secure the financing we desired. He and his team were able to simplify what can be a very stressful and complicated experience. We strongly recommend Darin Manis for any lending opportunities you may desire as.”
RIA
$480,000 Loan
“Darin and his team provided thoroughly exceptional services. Specifically, the overall knowledge, process, and ability to ensure that our organization was able to achieve its desired capital objectives were exceeded in an uncertain environment. We will continue to work with Darin and his team as we look to obtain additional debt capital for future acquisitions.”
RIA
$2,600,000 Loan