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data/enriched/v2_lenders_securities.json
541 lines
{
"lane": "v2_lenders_securities",
"companies": [
{
"company_name": "Hanmi Bank",
"aliases": ["Hanmi Financial Corporation"],
"category": "SBA 7(a) Lenders",
"labj_rank": null,
"address": "3660 Wilshire Blvd",
"city": "Los Angeles",
"state": "CA",
"zip": "90010",
"website": "https://www.hanmi.com/",
"main_phone": "213-427-5624",
"top_local_executive": "",
"exec_title": "",
"marketing_pr_contact": "",
"marketing_pr_title": "",
"public_email": "",
"linkedin_company_url": "https://www.linkedin.com/company/hanmi-bank/",
"specialties": [
"SBA 7(a) Loans",
"Commercial Real Estate",
"Trade Finance",
"SBA lending"
],
"la_presence": "Headquarters in Los Angeles; Top 40 SBA 7(a) Lender nationally with extensive LA County lending presence",
"key_metric": "Top 40 SBA Lender in the U.S. (per FY 2026 SBA reports)",
"sources": [
"https://www.hanmi.com/loans/business/sba-loans",
"https://www.hanmi.com/",
"https://locations.hanmi.com/ca/los-angeles/",
"https://investors.hanmi.com/company-information"
]
},
{
"company_name": "Preferred Bank",
"aliases": [],
"category": "SBA 7(a) Lenders",
"labj_rank": null,
"address": "601 South Figueroa Street",
"city": "Los Angeles",
"state": "CA",
"zip": "90017",
"website": "https://www.preferredbank.com/",
"main_phone": "213-891-1188",
"top_local_executive": "",
"exec_title": "",
"marketing_pr_contact": "",
"marketing_pr_title": "",
"public_email": "SBALending@preferredbank.com",
"linkedin_company_url": "https://www.linkedin.com/company/preferred-bank/",
"specialties": [
"SBA 7(a) Loans",
"SBA 504 Loans",
"Commercial Real Estate",
"Working Capital"
],
"la_presence": "Headquarters in Los Angeles; SBA Preferred Lender with regional operations in CA, NY, IL",
"key_metric": "SBA Preferred Lender status with authority to approve loans up to $5M",
"sources": [
"https://www.preferredbank.com/sba-loans",
"https://www.chamberofcommerce.com/business-directory/california/los-angeles/bank/3513623-preferred-bank",
"https://www.yelp.com/biz/preferred-bank-los-angeles"
]
},
{
"company_name": "Cathay Bank",
"aliases": [],
"category": "SBA 7(a) Lenders",
"labj_rank": null,
"address": "777 North Broadway",
"city": "Los Angeles",
"state": "CA",
"zip": "90012",
"website": "https://www.cathaybank.com/",
"main_phone": "866-228-4296",
"top_local_executive": "",
"exec_title": "",
"marketing_pr_contact": "",
"marketing_pr_title": "",
"public_email": "",
"linkedin_company_url": "https://www.linkedin.com/company/cathay-bank/",
"specialties": [
"SBA 7(a) Loans",
"SBA 504 Loans",
"Commercial Banking",
"Paycheck Protection Program"
],
"la_presence": "Headquarters in Los Angeles; serves multi-ethnic communities across CA, TX, IL, VA, NJ, NY, CO, WA, GA",
"key_metric": "Founded 1962; 35+ full-service branches + 9 loan production offices nationwide",
"sources": [
"https://www.cathaybank.com/business/lending/SBA-loan-programs/SBA-7a",
"https://www.cathaybank.com/business/lending/SBA-loan-programs/SBA-504",
"https://www.cathaybank.com/"
]
},
{
"company_name": "Banc of California",
"aliases": [],
"category": "SBA 7(a) Lenders",
"labj_rank": null,
"address": "2000 Avenue of the Stars",
"city": "Los Angeles",
"state": "CA",
"zip": "90067",
"website": "https://bancofcal.com/",
"main_phone": "",
"top_local_executive": "",
"exec_title": "",
"marketing_pr_contact": "",
"marketing_pr_title": "",
"public_email": "",
"linkedin_company_url": "https://www.linkedin.com/company/banc-of-california/",
"specialties": [
"SBA Loans",
"Commercial Real Estate Lending",
"Treasury Management",
"Digital Banking"
],
"la_presence": "Headquarters in Los Angeles (NYSE: BANC); 90+ full-service branches in CA, CO, NC",
"key_metric": "$38B+ in assets; 3rd largest bank headquartered in California; SBA Preferred Lender",
"sources": [
"https://bancofcal.com/lending/small-business-lending/sba-loans/",
"https://bancofcal.com/about-us/newsroom/press-releases/banc-of-california-designates-los-angeles-as-headquarters-and-donates-1-million-to-expand-financing-options-for-small-businesses/"
]
},
{
"company_name": "Live Oak Bank",
"aliases": [],
"category": "SBA 7(a) Lenders",
"labj_rank": null,
"address": "1757 Tiburon Drive",
"city": "Wilmington",
"state": "NC",
"zip": "28403",
"website": "https://www.liveoak.bank/",
"main_phone": "",
"top_local_executive": "",
"exec_title": "",
"marketing_pr_contact": "",
"marketing_pr_title": "",
"public_email": "",
"linkedin_company_url": "https://www.linkedin.com/company/live-oak-bank/",
"specialties": [
"SBA 7(a) Loans",
"Business Term Loans",
"Lines of Credit",
"Equipment Financing"
],
"la_presence": "National SBA lender active in Los Angeles; ranks as America's #1 SBA lender by approval volume",
"key_metric": "FY 2026: Largest total approval amount and most active SBA 7(a) lender nationally; avg loan $1.25M",
"sources": [
"https://www.liveoak.bank/business-loans/sba-loans/",
"https://www.liveoak.bank/leadership/",
"https://s202.q4cdn.com/553693824/files/doc_news/2022/10/Live-Oak-Bank-Tops-SBA's-100-Most-Active-7(A)-Lenders.pdf"
]
},
{
"company_name": "Celtic Bank",
"aliases": [],
"category": "SBA 7(a) Lenders",
"labj_rank": null,
"address": "268 South State Street",
"city": "Salt Lake City",
"state": "UT",
"zip": "84111",
"website": "https://www.celticbank.com/",
"main_phone": "800-509-6191",
"top_local_executive": "Jim Harris",
"exec_title": "SVP, Southern California",
"marketing_pr_contact": "",
"marketing_pr_title": "",
"public_email": "",
"linkedin_company_url": "https://www.linkedin.com/company/celtic-bank/",
"specialties": [
"SBA 7(a) Loans",
"SBA 504 Loans",
"Commercial Financing",
"Equipment Financing"
],
"la_presence": "National SBA lender; maintains Southern California regional representative for LA County lending",
"key_metric": "SBA Preferred Lender; regional office serves SoCal",
"sources": [
"https://www.celticbank.com/sba-7a-loans",
"https://www.celticbank.com/sba-504",
"https://thebusinessjournal.com/celtic-bank-casca-ai-sba-lending-central-valley/"
]
},
{
"company_name": "Golden State CDC",
"aliases": ["SFV SBDC dba Golden State CDC"],
"category": "SBA 504 Lenders",
"labj_rank": null,
"address": "5015 Eagle Rock Boulevard",
"city": "Los Angeles",
"state": "CA",
"zip": "90041",
"website": "https://goldenstatecdc.org/",
"main_phone": "626-229-0611",
"top_local_executive": "",
"exec_title": "",
"marketing_pr_contact": "",
"marketing_pr_title": "",
"public_email": "",
"linkedin_company_url": "",
"specialties": [
"SBA 504 Loans",
"Commercial Real Estate Acquisition",
"Business Expansion",
"Equipment Financing"
],
"la_presence": "Direct CDC lender based in Los Angeles; serves LA County and Southern California region",
"key_metric": "SBA 504 Direct Lender; 10% down payment financing available; 25-year fixed rates",
"sources": [
"https://goldenstatecdc.org/",
"https://www.bank-locations.net/golden-state-cdc-4a25-los-angeles-ca-91403/",
"https://www.sba.gov/funding-programs/loans/504-loans/list-certified-development-companies"
]
},
{
"company_name": "TMC Financing",
"aliases": ["TMC Financing CDC"],
"category": "SBA 504 Lenders",
"labj_rank": null,
"address": "",
"city": "San Francisco",
"state": "CA",
"zip": "",
"website": "https://www.tmcfinancing.com/",
"main_phone": "",
"top_local_executive": "",
"exec_title": "",
"marketing_pr_contact": "",
"marketing_pr_title": "",
"public_email": "",
"linkedin_company_url": "https://www.linkedin.com/company/tmc-financing/",
"specialties": [
"SBA 504 Loans",
"Commercial Real Estate",
"Equipment Financing",
"Build-to-Suit"
],
"la_presence": "3rd largest CDC in Southern California by loan volume; active LA County lending operations",
"key_metric": "Top CDC in SoCal; one of nation's largest CDCs; 60-90 day approval timeline",
"sources": [
"https://www.tmcfinancing.com/tmc-financing-increases-sba-504-market-share-in-southern-california/",
"https://www.tmcfinancing.com/just-closed/sba-504-financing-los-angeles-ca-3450/"
]
},
{
"company_name": "CDC Small Business Finance / Momentus Capital",
"aliases": ["CDC Small Business Finance", "Momentus Capital - CDC Division"],
"category": "SBA 504 Lenders",
"labj_rank": null,
"address": "",
"city": "San Diego",
"state": "CA",
"zip": "",
"website": "https://cdcloans.com/",
"main_phone": "",
"top_local_executive": "",
"exec_title": "",
"marketing_pr_contact": "",
"marketing_pr_title": "",
"public_email": "",
"linkedin_company_url": "https://www.linkedin.com/company/cdc-small-business-finance/",
"specialties": [
"SBA 504 Loans",
"SBA 7(a) Community Advantage Loans",
"Microloan Intermediary",
"Business Advising"
],
"la_presence": "Los Angeles-area lending for SBA 504 programs; serves Southern California region",
"key_metric": "Nation's #1 SBA 504 lender (FY 2022); 44+ years; $20B+ in loans; serves 12,000+ borrowers",
"sources": [
"https://cdcloans.com/",
"https://cdcloans.com/locations/los-angeles-ventura/",
"https://momentuscap.org/press-release/cdc-small-business-finance-earns-1-spot-as-top-sba-504-and-community-advantage-lender-nationwide/"
]
},
{
"company_name": "Morgan Stanley",
"aliases": ["Morgan Stanley Wealth Management"],
"category": "Securities Brokerage Firms",
"labj_rank": null,
"address": "1999 Avenue of the Stars",
"city": "Los Angeles",
"state": "CA",
"zip": "90067",
"website": "https://www.morganstanley.com/",
"main_phone": "310-443-0538",
"top_local_executive": "",
"exec_title": "",
"marketing_pr_contact": "",
"marketing_pr_title": "",
"public_email": "",
"linkedin_company_url": "https://www.linkedin.com/company/morgan-stanley/",
"specialties": [
"Wealth Management",
"Investment Banking",
"Capital Markets",
"Brokerage Services",
"Private Wealth Management"
],
"la_presence": "Major LA office; Private Wealth Management opened 2007; regional headquarters for West Coast operations",
"key_metric": "6,181 employees in LA County; 90-year history; 42-country presence",
"sources": [
"https://advisor.morganstanley.com/los-angeles-market",
"https://advisor.morganstanley.com/los-angeles-pwm-market",
"https://www.morganstanley.com/about-us/global-offices/americas/united-states"
]
},
{
"company_name": "Merrill Lynch (Bank of America)",
"aliases": ["Merrill", "Merrill Lynch Global Wealth Management"],
"category": "Securities Brokerage Firms",
"labj_rank": null,
"address": "350 South Grand Avenue",
"city": "Los Angeles",
"state": "CA",
"zip": "90071",
"website": "https://www.ml.com/",
"main_phone": "213-236-2100",
"top_local_executive": "",
"exec_title": "",
"marketing_pr_contact": "",
"marketing_pr_title": "",
"public_email": "",
"linkedin_company_url": "https://www.linkedin.com/company/merrilllynch/",
"specialties": [
"Wealth Management",
"Financial Advisory",
"Investment Banking",
"Retirement Planning",
"College Savings"
],
"la_presence": "Multiple LA offices; large presence in downtown and Beverly Hills areas",
"key_metric": "555 employees in LA County offices; 1914 founding; part of Bank of America Global Wealth & Investment Management",
"sources": [
"https://www.ml.com/",
"https://local.ml.com/LOS_ANGELES_CA",
"https://www.yelp.com/biz/merrill-lynch-los-angeles-3"
]
},
{
"company_name": "Wells Fargo Advisors",
"aliases": [],
"category": "Securities Brokerage Firms",
"labj_rank": null,
"address": "333 South Grand Avenue",
"city": "Los Angeles",
"state": "CA",
"zip": "90071",
"website": "https://home.wellsfargoadvisors.com/",
"main_phone": "213-354-9600",
"top_local_executive": "",
"exec_title": "",
"marketing_pr_contact": "",
"marketing_pr_title": "",
"public_email": "",
"linkedin_company_url": "https://www.linkedin.com/company/wells-fargo-advisors/",
"specialties": [
"Wealth Management",
"Financial Advisory",
"Investment Management",
"Retirement Planning",
"Cash Management"
],
"la_presence": "Multiple LA area offices in downtown, Century City, Beverly Hills, and Westwood",
"key_metric": "Major regional presence; multiple branch locations serving LA metro area",
"sources": [
"https://home.wellsfargoadvisors.com/001_LOCA",
"https://fa.wellsfargoadvisors.com/the-san-vicente-group/",
"https://www.yelp.com/biz/wells-fargo-advisors-los-angeles-2"
]
},
{
"company_name": "Charles Schwab",
"aliases": ["Schwab"],
"category": "Securities Brokerage Firms",
"labj_rank": null,
"address": "355 South Grand Avenue",
"city": "Los Angeles",
"state": "CA",
"zip": "90071",
"website": "https://www.schwab.com/",
"main_phone": "213-253-4300",
"top_local_executive": "",
"exec_title": "",
"marketing_pr_contact": "",
"marketing_pr_title": "",
"public_email": "",
"linkedin_company_url": "https://www.linkedin.com/company/charles-schwab/",
"specialties": [
"Brokerage",
"Investment Management",
"Wealth Management",
"Retirement Planning",
"Financial Advisory"
],
"la_presence": "Downtown and Century City offices; expanded Century City location to 2-floor operation with 20+ staff",
"key_metric": "Multiple LA branch locations; 8:30am-5pm Mon-Fri operations",
"sources": [
"https://www.schwab.com/branches/los-angeles-downtown",
"https://www.schwab.com/branches/all/california",
"https://labusinessjournal.com/finance/charles-schwab-kicks-off-local-growth/"
]
},
{
"company_name": "Raymond James",
"aliases": [],
"category": "Securities Brokerage Firms",
"labj_rank": null,
"address": "444 South Flower Street",
"city": "Los Angeles",
"state": "CA",
"zip": "90071",
"website": "https://www.raymondjames.com/",
"main_phone": "213-327-1059",
"top_local_executive": "",
"exec_title": "",
"marketing_pr_contact": "",
"marketing_pr_title": "",
"public_email": "",
"linkedin_company_url": "https://www.linkedin.com/company/raymond-james/",
"specialties": [
"Brokerage Services",
"Financial Advisory",
"Investment Banking",
"Wealth Management",
"Retirement Planning"
],
"la_presence": "Downtown LA office; part of Greater Los Angeles and Islands Complex with multiple regional branches",
"key_metric": "Since 1962; advisor-centric financial services; national presence with LA regional coordination",
"sources": [
"https://www.raymondjames.com/greater-los-angeles-and-islands-complex/our-locations",
"https://www.raymondjames.com/losangeles-branch",
"https://brokercheck.finra.org/firm/summary/705"
]
},
{
"company_name": "Stifel",
"aliases": ["Stifel Financial Corp"],
"category": "Securities Brokerage Firms",
"labj_rank": null,
"address": "2121 Avenue of the Stars",
"city": "Los Angeles",
"state": "CA",
"zip": "90067",
"website": "https://www.stifel.com/",
"main_phone": "949-252-5660",
"top_local_executive": "Tim Metcalf",
"exec_title": "Branch Manager",
"marketing_pr_contact": "",
"marketing_pr_title": "",
"public_email": "",
"linkedin_company_url": "https://www.linkedin.com/company/stifel/",
"specialties": [
"Wealth Management",
"Investment Advisory",
"Retirement Planning",
"Estate Planning",
"Private Banking"
],
"la_presence": "Century City office serving high net worth clients in LA area",
"key_metric": "Founded 1890; #7 ranked by number of financial advisors; $444B+ AUM",
"sources": [
"https://www.stifel.com/branch/ca/los-angeles",
"https://www.stifellosangeles.com/",
"https://www.choosestifel.com/news/benn-capan-wealth-management-group-joins-stifel-in-los-angeles/"
]
},
{
"company_name": "UBS",
"aliases": ["UBS Wealth Management", "UBS Private Wealth Management"],
"category": "Securities Brokerage Firms",
"labj_rank": null,
"address": "2000 Avenue of the Stars",
"city": "Los Angeles",
"state": "CA",
"zip": "90067",
"website": "https://www.ubs.com/us/en/",
"main_phone": "",
"top_local_executive": "",
"exec_title": "",
"marketing_pr_contact": "",
"marketing_pr_title": "",
"public_email": "",
"linkedin_company_url": "https://www.linkedin.com/company/ubs/",
"specialties": [
"Private Wealth Management",
"Investment Advisory",
"Brokerage Services",
"Family Office Services",
"Capital Markets"
],
"la_presence": "Private Wealth Management office opened 2007; serves ultra-high net worth families ($50M+) on West Coast",
"key_metric": "160 years experience; global wealth management leader; PWM focus on families $50M+",
"sources": [
"https://local.ubs.com/los-angeles-pwm/",
"https://local.ubs.com/beverly-hills-ca/",
"https://www.ubs.com/us/en/wealth-management/private-wealth-management/pwm-offices/pwm-losangeles.html"
]
},
{
"company_name": "B. Riley Financial",
"aliases": ["B. Riley Securities", "B. Riley FBR"],
"category": "Securities Brokerage Firms",
"labj_rank": null,
"address": "11100 Santa Monica Boulevard",
"city": "Los Angeles",
"state": "CA",
"zip": "90025",
"website": "https://www.brileyfinancial.com/",
"main_phone": "",
"top_local_executive": "",
"exec_title": "",
"marketing_pr_contact": "",
"marketing_pr_title": "",
"public_email": "",
"linkedin_company_url": "https://www.linkedin.com/company/brileyfinancial/",
"specialties": [
"Investment Banking",
"Capital Raising",
"M&A Advisory",
"Institutional Brokerage",
"Small-Cap Financing",
"Restructuring Services"
],
"la_presence": "Headquarters in Los Angeles; leading middle-market investment bank serving small-cap companies",
"key_metric": "NASDAQ: RILY; diversified financial services platform; market leader in ATM issuances and small-cap debt/equity",
"sources": [
"https://www.builtinla.com/company/b-riley-securities",
"https://www.linkedin.com/company/brileyfinancial",
"https://sec.gov/Archives/edgar/data/1464790/000146479025000023/rily-20250331.htm"
]
}
]
}