Category
Best Financial Services franchises
58 brands tracked in this category, ordered by rating and revenue. 19 carry our STRONG rating.
Brands
58
Avg investment
$67K–$178K
Avg revenue
$578K
STRONG-rated
19
With SBA data
41
Avg franchise fee
$42K
Avg 3-yr growth
185.0%
System CAGR
Avg fee load
17.3%
Royalty + ad fund
Avg turnover
5.0%
Franchisee churn
Avg SBA default
7.1%
Brands with 10+ loans
Investment vs. franchise fee
STRONGMODERATECAUTIONAVOID
AExcellent
![Ameriprise Financial Services, LLC Independent Advisor Business logo](https://cdn.brandfetch.io/ameriprise.com/w/128/h/128/fallback/lettermark?c=<img src="https://cdn.brandfetch.io/domain/apple.com?c=1idsvcTjLv919Ax0E2s" alt="Logo by Brandfetch" />){kind=small}
Ameriprise Financial Services, LLC Independent Advisor Business
Investment
$10K – $138K
Avg revenue
$3.1M
Units
5,462-3%
SBA default
0.0%
Financial Services
FDD '26
AExcellent
Ameriprise Financial
Investment
—
Avg revenue
—
Units
—
SBA default
0.3%
Financial Services
SBA data only
AExcellent
Ameriprise Financial Services
Investment
—
Avg revenue
—
Units
—
SBA default
0.0%
Financial Services
SBA data only
AExcellent
![Farmers Insurance logo](https://cdn.brandfetch.io/farmersinsurance.net/w/128/h/128/fallback/lettermark?c=<img src="https://cdn.brandfetch.io/domain/apple.com?c=1idsvcTjLv919Ax0E2s" alt="Logo by Brandfetch" />){kind=small}
Farmers Insurance
Investment
—
Avg revenue
—
Units
—
SBA default
0.0%
Financial Services
SBA data only
AExcellent
![Fiesta Insurance logo](https://cdn.brandfetch.io/fiesta.com/w/128/h/128/fallback/lettermark?c=<img src="https://cdn.brandfetch.io/domain/apple.com?c=1idsvcTjLv919Ax0E2s" alt="Logo by Brandfetch" />){kind=small}
Fiesta Insurance
Investment
—
Avg revenue
—
Units
—
SBA default
0.0%
Financial Services
SBA data only
AExcellent
Farmers Insurance - Corporate
Investment
—
Avg revenue
—
Units
—
SBA default
0.0%
Financial Services
SBA data only
AExcellent
![Greatflorida Insurance logo](https://cdn.brandfetch.io/greatflorida.com/w/128/h/128/fallback/lettermark?c=<img src="https://cdn.brandfetch.io/domain/apple.com?c=1idsvcTjLv919Ax0E2s" alt="Logo by Brandfetch" />){kind=small}
Greatflorida Insurance
Investment
—
Avg revenue
—
Units
—
SBA default
0.0%
Financial Services
SBA data only
AExcellent
![Twfg Insurance Services, Inc. logo](https://cdn.brandfetch.io/twfginsuranceservices.com/w/128/h/128/fallback/lettermark?c=<img src="https://cdn.brandfetch.io/domain/apple.com?c=1idsvcTjLv919Ax0E2s" alt="Logo by Brandfetch" />){kind=small}
Twfg Insurance Services, Inc.
Investment
—
Avg revenue
—
Units
—
SBA default
0.0%
Financial Services
SBA data only
AExcellent
![Padgett Business Services logo](https://cdn.brandfetch.io/padgettadvisors.com/w/128/h/128/fallback/lettermark?c=<img src="https://cdn.brandfetch.io/domain/apple.com?c=1idsvcTjLv919Ax0E2s" alt="Logo by Brandfetch" />){kind=small}
Padgett Business Services
Investment
$9K – $117K
Avg revenue
$477K
Units
167+1%
SBA default
0.0%
Financial Services
FDD '25
AExcellent
![Allstate Insurance logo](https://cdn.brandfetch.io/allstate.com/w/128/h/128/fallback/lettermark?c=<img src="https://cdn.brandfetch.io/domain/apple.com?c=1idsvcTjLv919Ax0E2s" alt="Logo by Brandfetch" />){kind=small}
Allstate Insurance
Investment
—
Avg revenue
—
Units
—
SBA default
2.7%
Financial Services
SBA data only
AExcellent
![State Farm Insurance logo](https://cdn.brandfetch.io/statefarminsurance.com/w/128/h/128/fallback/lettermark?c=<img src="https://cdn.brandfetch.io/domain/apple.com?c=1idsvcTjLv919Ax0E2s" alt="Logo by Brandfetch" />){kind=small}
State Farm Insurance
Investment
—
Avg revenue
—
Units
—
SBA default
4.0%
Financial Services
SBA data only
AExcellent
Allstate Insurance Company
Investment
—
Avg revenue
—
Units
—
SBA default
3.3%
Financial Services
SBA data only
AExcellent
![Paramount Tax & Accounting logo](https://cdn.brandfetch.io/paramount.tax/w/128/h/128/fallback/lettermark?c=<img src="https://cdn.brandfetch.io/domain/apple.com?c=1idsvcTjLv919Ax0E2s" alt="Logo by Brandfetch" />){kind=small}
Paramount Tax & Accounting
Investment
$74K – $166K
Avg revenue
$498K
Units
92+15%
SBA default
0.0%
Financial Services
FDD '25
AExcellent
![Freeway Insurance logo](https://cdn.brandfetch.io/freewayfranchise.com/w/128/h/128/fallback/lettermark?c=<img src="https://cdn.brandfetch.io/domain/apple.com?c=1idsvcTjLv919Ax0E2s" alt="Logo by Brandfetch" />){kind=small}
Freeway Insurance
Investment
$35K – $84K
Avg revenue
$467K
Units
606+74%
SBA default
—
Financial Services
FDD '25
AExcellent
![Ace Cash Express logo](https://cdn.brandfetch.io/acecashexpress.com/w/128/h/128/fallback/lettermark?c=<img src="https://cdn.brandfetch.io/domain/apple.com?c=1idsvcTjLv919Ax0E2s" alt="Logo by Brandfetch" />){kind=small}
Ace Cash Express
Investment
—
Avg revenue
—
Units
—
SBA default
0.0%
Financial Services
SBA data only
AExcellent
![American Express Financial Adv logo](https://cdn.brandfetch.io/americanexpress.com/w/128/h/128/fallback/lettermark?c=<img src="https://cdn.brandfetch.io/domain/apple.com?c=1idsvcTjLv919Ax0E2s" alt="Logo by Brandfetch" />){kind=small}
American Express Financial Adv
Investment
—
Avg revenue
—
Units
—
SBA default
0.0%
Financial Services
SBA data only
AExcellent
![Brightway - Associate Agency logo](https://cdn.brandfetch.io/brightway.com/w/128/h/128/fallback/lettermark?c=<img src="https://cdn.brandfetch.io/domain/apple.com?c=1idsvcTjLv919Ax0E2s" alt="Logo by Brandfetch" />){kind=small}
Brightway - Associate Agency
Investment
—
Avg revenue
—
Units
—
SBA default
0.0%
Financial Services
SBA data only
AExcellent
![Breakaway BA logo](https://cdn.brandfetch.io/breakawayba.com/w/128/h/128/fallback/lettermark?c=<img src="https://cdn.brandfetch.io/domain/apple.com?c=1idsvcTjLv919Ax0E2s" alt="Logo by Brandfetch" />){kind=small}
Breakaway BA
Investment
$11K – $35K
Avg revenue
—
Units
39+100%
SBA default
—
Financial Services
FDD '25
AExcellent
![BooXkeeping logo](https://cdn.brandfetch.io/booxkeepingfranchise.com/w/128/h/128/fallback/lettermark?c=<img src="https://cdn.brandfetch.io/domain/apple.com?c=1idsvcTjLv919Ax0E2s" alt="Logo by Brandfetch" />){kind=small}
BooXkeeping
Investment
$38K – $75K
Avg revenue
—
Units
10+125%
SBA default
—
Financial Services
FDD '25
BFavorable
Brightway Insurance
Investment
$23K – $137K
Avg revenue
$906K
Units
341+1%
SBA default
18.2%
Financial Services
FDD '25
BFavorable
![Sea Love logo](https://cdn.brandfetch.io/sealove.com/w/128/h/128/fallback/lettermark?c=<img src="https://cdn.brandfetch.io/domain/apple.com?c=1idsvcTjLv919Ax0E2s" alt="Logo by Brandfetch" />){kind=small}
Sea Love
Investment
$109K – $292K
Avg revenue
$353K
Units
12+83%
SBA default
—
Financial Services
FDD '25
BFavorable
![ATAX logo](https://cdn.brandfetch.io/atax.com/w/128/h/128/fallback/lettermark?c=<img src="https://cdn.brandfetch.io/domain/apple.com?c=1idsvcTjLv919Ax0E2s" alt="Logo by Brandfetch" />){kind=small}
Atax
Investment
$59K – $79K
Avg revenue
$111K
Units
116+5%
SBA default
0.0%
Financial Services
FDD '25
BFavorable
![LEGACY CLAIMS SERVICES logo](https://cdn.brandfetch.io/legacyclaimsservices.com/w/128/h/128/fallback/lettermark?c=<img src="https://cdn.brandfetch.io/domain/apple.com?c=1idsvcTjLv919Ax0E2s" alt="Logo by Brandfetch" />){kind=small}
Legacy Claims Services
Investment
$68K – $138K
Avg revenue
—
Units
42+41%
SBA default
—
Financial Services
FDD '25
BFavorable
![AltoCFO logo](https://cdn.brandfetch.io/altocfo.com/w/128/h/128/fallback/lettermark?c=<img src="https://cdn.brandfetch.io/domain/apple.com?c=1idsvcTjLv919Ax0E2s" alt="Logo by Brandfetch" />){kind=small}
AltoCFO
Investment
$77K – $116K
Avg revenue
$993K
Units
1
SBA default
—
Financial Services
FDD '23
BFavorable
![Goosehead Insurance logo](https://cdn.brandfetch.io/goosehead.com/w/128/h/128/fallback/lettermark?c=<img src="https://cdn.brandfetch.io/domain/apple.com?c=1idsvcTjLv919Ax0E2s" alt="Logo by Brandfetch" />){kind=small}
Goosehead Insurance
Investment
$66K – $112K
Avg revenue
$90K
Units
1,022-9%
SBA default
5.9%
Financial Services
FDD '26
BFavorable
![Dope CFO logo](https://cdn.brandfetch.io/dopecfo.com/w/128/h/128/fallback/lettermark?c=<img src="https://cdn.brandfetch.io/domain/apple.com?c=1idsvcTjLv919Ax0E2s" alt="Logo by Brandfetch" />){kind=small}
Dope CFO
Investment
$73K – $103K
Avg revenue
—
Units
14+117%
SBA default
—
Financial Services
FDD '25
BFavorable
![Toro Taxes logo](https://cdn.brandfetch.io/torotaxes.com/w/128/h/128/fallback/lettermark?c=<img src="https://cdn.brandfetch.io/domain/apple.com?c=1idsvcTjLv919Ax0E2s" alt="Logo by Brandfetch" />){kind=small}
Toro Taxes
Investment
$56K – $192K
Avg revenue
—
Units
25+14%
SBA default
—
Financial Services
FDD '25
BFavorable
![Veronica's Insurance logo](https://cdn.brandfetch.io/veronicasfranchise.com/w/128/h/128/fallback/lettermark?c=<img src="https://cdn.brandfetch.io/domain/apple.com?c=1idsvcTjLv919Ax0E2s" alt="Logo by Brandfetch" />){kind=small}
Veronica's Insurance
Investment
$129K – $190K
Avg revenue
—
Units
45+0%
SBA default
—
Financial Services
FDD '24
BFavorable
![ESTRELLA INSURANCE logo](https://cdn.brandfetch.io/estrellainsurance.com/w/128/h/128/fallback/lettermark?c=<img src="https://cdn.brandfetch.io/domain/apple.com?c=1idsvcTjLv919Ax0E2s" alt="Logo by Brandfetch" />){kind=small}
Estrella Insurance
Investment
$12K – $84K
Avg revenue
—
Units
219+7%
SBA default
0.0%
Financial Services
FDD '25
BFavorable
![TFW Advisors logo](https://cdn.brandfetch.io/tfwadvisors.us/w/128/h/128/fallback/lettermark?c=<img src="https://cdn.brandfetch.io/domain/apple.com?c=1idsvcTjLv919Ax0E2s" alt="Logo by Brandfetch" />){kind=small}
TFW Advisors
Investment
$70K – $280K
Avg revenue
—
Units
9+50%
SBA default
—
Financial Services
FDD '25
BFavorable
![Frontier Adjusters Of America logo](https://cdn.brandfetch.io/frontieradjusters.com/w/128/h/128/fallback/lettermark?c=<img src="https://cdn.brandfetch.io/domain/apple.com?c=1idsvcTjLv919Ax0E2s" alt="Logo by Brandfetch" />){kind=small}
Frontier Adjusters Of America
Investment
—
Avg revenue
—
Units
—
SBA default
16.7%
Financial Services
SBA data only
BFavorable
![PAYROLL VAULT logo](https://cdn.brandfetch.io/payrollvault.com/w/128/h/128/fallback/lettermark?c=<img src="https://cdn.brandfetch.io/domain/apple.com?c=1idsvcTjLv919Ax0E2s" alt="Logo by Brandfetch" />){kind=small}
Payroll Vault
Investment
$77K – $112K
Avg revenue
$282K
Units
62+13%
SBA default
20.0%
Financial Services
FDD '25
BFavorable
![Family Financial Centers logo](https://cdn.brandfetch.io/familyfinancialcenters.com/w/128/h/128/fallback/lettermark?c=<img src="https://cdn.brandfetch.io/domain/apple.com?c=1idsvcTjLv919Ax0E2s" alt="Logo by Brandfetch" />){kind=small}
Family Financial Centers
Investment
$154K – $309K
Avg revenue
$262K
Units
52-6%
SBA default
—
Financial Services
FDD '25
BFavorable
![ANI logo](https://cdn.brandfetch.io/anifranchise.com/w/128/h/128/fallback/lettermark?c=<img src="https://cdn.brandfetch.io/domain/apple.com?c=1idsvcTjLv919Ax0E2s" alt="Logo by Brandfetch" />){kind=small}
Ani
Investment
$59K – $145K
Avg revenue
—
Units
15+8%
SBA default
0.0%
Financial Services
FDD '23
CModerate
![H&R Block logo](https://cdn.brandfetch.io/hrblock.com/w/128/h/128/fallback/lettermark?c=<img src="https://cdn.brandfetch.io/domain/apple.com?c=1idsvcTjLv919Ax0E2s" alt="Logo by Brandfetch" />){kind=small}
H&R Block
Investment
$34K – $159K
Avg revenue
—
Units
8,688-7%
SBA default
0.0%
Financial Services
FDD '25
CModerate
![Keystone Insurers Group logo](https://cdn.brandfetch.io/keystoneinsgrp.com/w/128/h/128/fallback/lettermark?c=<img src="https://cdn.brandfetch.io/domain/apple.com?c=1idsvcTjLv919Ax0E2s" alt="Logo by Brandfetch" />){kind=small}
Keystone Insurers Group
Investment
$27K – $99K
Avg revenue
—
Units
280-6%
SBA default
0.0%
Financial Services
FDD '25
CModerate
![Ask An Adjuster logo](https://cdn.brandfetch.io/askanadjuster.com/w/128/h/128/fallback/lettermark?c=<img src="https://cdn.brandfetch.io/domain/apple.com?c=1idsvcTjLv919Ax0E2s" alt="Logo by Brandfetch" />){kind=small}
Ask An Adjuster
Investment
$125K – $160K
Avg revenue
—
Units
10
SBA default
—
Financial Services
FDD '25
CModerate
![Decimal logo](https://cdn.brandfetch.io/decimalfranchise.com/w/128/h/128/fallback/lettermark?c=<img src="https://cdn.brandfetch.io/domain/apple.com?c=1idsvcTjLv919Ax0E2s" alt="Logo by Brandfetch" />){kind=small}
Decimal
Investment
$46K – $1.1M
Avg revenue
—
Units
1
SBA default
—
Financial Services
FDD '25
CModerate
![FIESTA logo](https://cdn.brandfetch.io/fiestafranchise.com/w/128/h/128/fallback/lettermark?c=<img src="https://cdn.brandfetch.io/domain/apple.com?c=1idsvcTjLv919Ax0E2s" alt="Logo by Brandfetch" />){kind=small}
Fiesta
Investment
$72K – $157K
Avg revenue
$322K
Units
248+0%
SBA default
0.0%
Financial Services
StaleFDD '22
CModerate
Farmers Insurance Agent Appoin
Investment
—
Avg revenue
—
Units
—
SBA default
16.0%
Financial Services
SBA data only
CModerate
![Lendio logo](https://cdn.brandfetch.io/lendio.com/w/128/h/128/fallback/lettermark?c=<img src="https://cdn.brandfetch.io/domain/apple.com?c=1idsvcTjLv919Ax0E2s" alt="Logo by Brandfetch" />){kind=small}
Lendio
Investment
$46K – $117K
Avg revenue
—
Units
121+81%
SBA default
—
Financial Services
StaleFDD '22
CModerate
![Jackson Hewitt Tax Service logo](https://cdn.brandfetch.io/jacksonhewitt.com/w/128/h/128/fallback/lettermark?c=<img src="https://cdn.brandfetch.io/domain/apple.com?c=1idsvcTjLv919Ax0E2s" alt="Logo by Brandfetch" />){kind=small}
Jackson Hewitt Tax Service
Investment
$71K – $105K
Avg revenue
$118K
Units
5,197-4%
SBA default
4.9%
Financial Services
FDD '25
CModerate
![United Check Cashing logo](https://cdn.brandfetch.io/unitedfsg.com/w/128/h/128/fallback/lettermark?c=<img src="https://cdn.brandfetch.io/domain/apple.com?c=1idsvcTjLv919Ax0E2s" alt="Logo by Brandfetch" />){kind=small}
United Check Cashing
Investment
$226K – $297K
Avg revenue
—
Units
48-8%
SBA default
—
Financial Services
FDD '25
CModerate
![DCAP Insurance / The Tax Zone logo](https://cdn.brandfetch.io/dcapinsurance.com/w/128/h/128/fallback/lettermark?c=<img src="https://cdn.brandfetch.io/domain/apple.com?c=1idsvcTjLv919Ax0E2s" alt="Logo by Brandfetch" />){kind=small}
DCAP Insurance / The Tax Zone
Investment
$18K – $110K
Avg revenue
—
Units
36-3%
SBA default
—
Financial Services
FDD '23
DCaution
![Tax Tiger logo](https://cdn.brandfetch.io/taxtiger.com/w/128/h/128/fallback/lettermark?c=<img src="https://cdn.brandfetch.io/domain/apple.com?c=1idsvcTjLv919Ax0E2s" alt="Logo by Brandfetch" />){kind=small}
Tax Tiger
Investment
$198K – $666K
Avg revenue
—
Units
3+0%
SBA default
0.0%
Financial Services
FDD '25
DCaution
![We Insure logo](https://cdn.brandfetch.io/weinsuregroup.com/w/128/h/128/fallback/lettermark?c=<img src="https://cdn.brandfetch.io/domain/apple.com?c=1idsvcTjLv919Ax0E2s" alt="Logo by Brandfetch" />){kind=small}
We Insure
Investment
$70K – $138K
Avg revenue
—
Units
157-20%
SBA default
—
Financial Services
FDD '25
DCaution
![Blue Eagle Investigations logo](https://cdn.brandfetch.io/blueeagleinvestigations.com/w/128/h/128/fallback/lettermark?c=<img src="https://cdn.brandfetch.io/domain/apple.com?c=1idsvcTjLv919Ax0E2s" alt="Logo by Brandfetch" />){kind=small}
Blue Eagle Investigations
Investment
$57K – $166K
Avg revenue
—
Units
17-16%
SBA default
—
Financial Services
FDD '24
DCaution
![Charles Schwab logo](https://cdn.brandfetch.io/schwab.com/w/128/h/128/fallback/lettermark?c=<img src="https://cdn.brandfetch.io/domain/apple.com?c=1idsvcTjLv919Ax0E2s" alt="Logo by Brandfetch" />){kind=small}
Charles Schwab
Investment
$104K – $222K
Avg revenue
—
Units
382+3%
SBA default
0.0%
Financial Services
FDD '26
DCaution
![Renegade Insurance logo](https://cdn.brandfetch.io/renegadeinsurance.com/w/128/h/128/fallback/lettermark?c=<img src="https://cdn.brandfetch.io/domain/apple.com?c=1idsvcTjLv919Ax0E2s" alt="Logo by Brandfetch" />){kind=small}
Renegade Insurance
Investment
$28K – $101K
Avg revenue
—
Units
1
SBA default
—
Financial Services
FDD '25
DCaution
![Ledgers logo](https://cdn.brandfetch.io/ledgersusa.com/w/128/h/128/fallback/lettermark?c=<img src="https://cdn.brandfetch.io/domain/apple.com?c=1idsvcTjLv919Ax0E2s" alt="Logo by Brandfetch" />){kind=small}
Ledgers
Investment
$48K – $90K
Avg revenue
—
Units
2-50%
SBA default
—
Financial Services
FDD '25
DCaution
![Liberty Tax Service logo](https://cdn.brandfetch.io/libertytax.com/w/128/h/128/fallback/lettermark?c=<img src="https://cdn.brandfetch.io/domain/apple.com?c=1idsvcTjLv919Ax0E2s" alt="Logo by Brandfetch" />){kind=small}
Liberty Tax Service
Investment
$42K – $61K
Avg revenue
$147K
Units
1,885-9%
SBA default
11.7%
Financial Services
FDD '24
FAvoid
Farmers Insurance Exchange - R
Investment
—
Avg revenue
—
Units
—
SBA default
100.0%
Financial Services
SBA data only
FAvoid
![Loyalty Business Services logo](https://cdn.brandfetch.io/loyaltybrands.com/w/128/h/128/fallback/lettermark?c=<img src="https://cdn.brandfetch.io/domain/apple.com?c=1idsvcTjLv919Ax0E2s" alt="Logo by Brandfetch" />){kind=small}
Loyalty Business Services
Investment
$68K – $100K
Avg revenue
—
Units
2
SBA default
—
Financial Services
StaleFDD '21
FAvoid
![Colbert/ball Tax Service logo](https://cdn.brandfetch.io/colbertballtax.com/w/128/h/128/fallback/lettermark?c=<img src="https://cdn.brandfetch.io/domain/apple.com?c=1idsvcTjLv919Ax0E2s" alt="Logo by Brandfetch" />){kind=small}
Colbert/ball Tax Service
Investment
—
Avg revenue
—
Units
—
SBA default
50.0%
Financial Services
SBA data only
FAvoid
![SmartBooks Partners logo](https://cdn.brandfetch.io/smartbooks.com/w/128/h/128/fallback/lettermark?c=<img src="https://cdn.brandfetch.io/domain/apple.com?c=1idsvcTjLv919Ax0E2s" alt="Logo by Brandfetch" />){kind=small}
SmartBooks Partners
Investment
$58K – $79K
Avg revenue
—
Units
1
SBA default
—
Financial Services
StaleFDD '21
FAvoid
![SelectQuote Local logo](https://cdn.brandfetch.io/selectquote.com/w/128/h/128/fallback/lettermark?c=<img src="https://cdn.brandfetch.io/domain/apple.com?c=1idsvcTjLv919Ax0E2s" alt="Logo by Brandfetch" />){kind=small}
SelectQuote Local
Investment
$74K – $114K
Avg revenue
—
Units
1
SBA default
—
Financial Services
FDD '26
FAvoid
![United Check Cashing,inc. logo](https://cdn.brandfetch.io/unitedcheckcashing.com/w/128/h/128/fallback/lettermark?c=<img src="https://cdn.brandfetch.io/domain/apple.com?c=1idsvcTjLv919Ax0E2s" alt="Logo by Brandfetch" />){kind=small}
United Check Cashing,inc.
Investment
—
Avg revenue
—
Units
—
SBA default
25.0%
Financial Services
SBA data only
FAvoid
![Quantum Assurance Internationa logo](https://cdn.brandfetch.io/quantumassurance.com/w/128/h/128/fallback/lettermark?c=<img src="https://cdn.brandfetch.io/domain/apple.com?c=1idsvcTjLv919Ax0E2s" alt="Logo by Brandfetch" />){kind=small}
Quantum Assurance Internationa
Investment
—
Avg revenue
—
Units
—
SBA default
44.4%
Financial Services
SBA data only