From FINRA and SEC rules to EEO-1 reporting,

Get the right PEO partner Tokeep your firm compliant.

PEO & HR for Financial Services

HRO Advisors connects financial services firms with PEO providers experienced in navigating payroll regulations, multi-state tax laws, and strict industry standards

Why Financial Services Firms Partner with PEOs

The financial services industry faces unique challenges, from stringent regulatory requirements to intense competition for top talent. Managing HR in-house adds unnecessary risk and complexity. A Professional Employer Organization (PEO) helps you

Industry Specific Expertise. We connect you with PEO providers who understand the nuances of financial services, from tax law to compliance audits.

Navigate Regulatory Environments. Stay ahead of FINRA and SEC compliance, meet EEO-1 reporting deadlines, and ensure payroll and tax compliance across jurisdictions.

Streamlined Payroll. Tackle multi-state payroll complexities, off-cycle payments, and bonus distributions with ease, ensuring on-time and accurate payments.

Attract & Retain Top Talent. Offer premium benefits like robust 401(k) plans, health advocacy, and wellness perks that rival larger institutions.

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What people say about us.

Trusted guidance. Proven results. Hear from those who have streamlined through us.

The team at HRO Advisors helped us identify the ideal combination of PEO and ASO services. We now have a flexible, cost-effective HR solution that ensures compliance without compromising on control.

STANLEY I.
COO, Mid-sized Tech Firm

HRO Advisors helped us navigate the crowded PEO landscape to find a partner who truly understood our needs. They simplified our HR, reduced our costs, and ensured full compliance across states. We’re able to focus on growth without the usual admin headaches.