Financial Services Franchises Ranked by Median Revenue (2026)
These 4 financial services franchises are ranked by median gross revenue as disclosed in their Item 19 Financial Performance Representations. Only franchises that publicly disclose financial performance data are included in this ranking.
Brands Ranked
4
Industry Median Revenue
$187,224
Avg. Investment
$59,287
Total Units
7,646
| Rank | Franchise | Median Revenue | |
|---|---|---|---|
| 1 | Ameriprise Financial Services Investment Advisory | $949,118/yr | |
| 2 | Paramount Tax & Accounting Accounting & Tax Services | $204,162/yr | |
| 3 | ATAX Tax Preparation & Bookkeeping | $170,285/yr | |
| 4 | Liberty Tax Service - Unit Tax Preparation Services | $129,445/yr |
Methodology
Data Source
Rankings are based on median gross revenue figures disclosed in Item 19 Financial Performance Representations of each franchise's Franchise Disclosure Document (FDD).
Inclusion Criteria
Only franchises that (1) operate in the financial services industry, (2) have a current, parsed FDD on file, and (3) disclose Item 19 financial data are included. Franchises without Item 19 disclosure are excluded.
Revenue Definition
"Median Revenue" refers to the median gross revenue figure reported in Item 19. This is top-line revenue before expenses, royalties, and other costs. Profitability varies significantly by location and operator.
Limitations
Item 19 disclosures vary in methodology. Some franchisors report all units, while others report only a subset. Revenue figures should not be used as profit projections. Always conduct independent due diligence.
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