Tariff refunds running into the billions for companies like Apple, Amazon and Walmart are reshaping the legal and compliance battleground in Washington. That money may stay with companies, flow to consumers or trigger tough new rules, and each path creates different winners. This article walks through three U.S. Legal and Compliance Services stocks exposed to this tariff drama so you can evaluate which stories appear more promising or more risky for your own watchlist.

The three stocks below are just a starting sample from the U.S. Legal and Compliance Services space, and the full screen surfaced 4 more large companies with equally compelling narratives that are not covered here. If you want to quickly pressure test your own ideas, identify new candidates and analyze their risk and financial profiles side by side, head straight to the U.S. Legal and Compliance Services Stocks screener.

Andersen Group (ANDG)

Overview: Andersen Group provides tax, valuation and financial advisory services for wealthy individuals, family offices, businesses and institutional clients in the U.S., with a focus on complex issues such as multigenerational wealth, charitable giving, estates and trust planning, as well as tax and regulatory support for investment funds and real estate investment trusts.

Operations: Andersen Group generates about $871 million in revenue from a broad range of tax, valuation, financial advisory and related consulting services, all from clients in the United States.

Market Cap: $5.5b

Andersen Group sits at the crossroads of tariff litigation, tax policy and complex corporate restructuring, which is exactly where a lot of legal and compliance spending is currently focused. Management is building a dedicated business around helping companies secure tariff refunds, which could matter as billions of dollars move through the system and many firms lack in house expertise. At the same time, the company carries high debt, is currently loss making and has a very high projected improvement in returns, so execution risk is real. A relatively new board and very high CEO pay add governance questions. For investors, the mix of policy catalysts and elevated risk creates a story that some may choose to watch closely.

Tariff refund work at Andersen Group could be accelerating far faster than the headline numbers suggest. However, the real story lies in how its balance sheet and cash flows compare with that opportunity in the Andersen Group financial health report

Build your own tariff refund shortlist around Andersen Group

Andersen Group and the other two U.S. Legal and Compliance Services stocks here all surfaced from a single Simply Wall St screen, but your edge comes from tailoring filters to your own approach. Use our flexible Screener to mix valuation, growth, balance sheet and risk metrics, or tap into curated themes through our Investing Ideas.

Robert Half (RHI)

Overview: Robert Half provides contract and permanent staffing, plus Protiviti consulting services, across finance, technology, legal, marketing and operations, connecting companies with specialist talent and compliance support in the U.S. and internationally.

Operations: Robert Half generates about $3.4b from Contract Talent Solutions, $1.9b from Protiviti and $440 million from Permanent Placement Talent Solutions, partly offset by $486 million of intersegment eliminations.

Market Cap: $4.1b

Robert Half operates in an environment of increasing litigation, regulatory change and corporate risk concerns, which are all being amplified by the tariff refund saga. Its Protiviti arm is already advising on regulatory compliance and internal audit, while the Talent Solutions segments supply the finance, tech and legal staff that clients need to handle investigations, tariff disputes and pricing decisions. The company offers a dividend yield of 5.52%, but that payout is not well covered by current earnings or free cash flow, so income focused investors may want to tread carefully. Analysts are projecting strong earnings growth from a low base, and the company has received recent awards for workplace quality. The combination of potential recovery and meaningful execution risk suggests that Robert Half may warrant more detailed research by interested investors.

Robert Half’s earnings story looks like it could be rebuilding from a low base, yet the real question is how that recovery profile stacks up. Get the full picture with the analyst forecasts for Robert Half and see what might be missing.

Resources Connection (RGP)

Overview: Resources Connection provides on demand talent, consulting, outsourced services and crisis communications to businesses under the RGP and Sitrick brands, helping finance, technology, risk and compliance teams run complex projects across North America, Europe and the Asia Pacific region.

Operations: Resources Connection generates around $169 million from On demand Talent, $160 million from Consulting, $39 million from Outsourced Services, $9 million from All Other activities and $75 million from Europe and Asia Pacific, with total revenue of about $452 million split roughly $361 million in the United States and $91 million internationally.

Market Cap: $145 million

Resources Connection operates at the intersection of tariff refund disputes, regulatory change and board level risk questions, which is exactly where legal and compliance budgets are being re examined. The company offers a mix of governance, risk, compliance and digital transformation work that can benefit from heavier regulatory scrutiny, yet it is still working through revenue declines, a history of losses and reliance on external borrowing. Analysts currently expect earnings growth and have set a target price above the current share price, but the dividend is not well covered by earnings or free cash flow. For investors, that mix of potential consulting demand and balance sheet and profitability considerations makes RGP a smaller stock that may merit closer attention in the current tariff driven cycle.

Resources Connection’s mix of tariff refund work, governance projects and a stretched balance sheet can mask where the real upside might sit. Compare that story against the 2 key rewards and 1 important major warning sign and see what could change everything next.

Seeking Fresh Alternatives Beyond Tariff Plays

New ideas can move quickly. Some stocks build quiet momentum; others start breaking out while the data is still under the radar for now. Do your homework and get in early.

• Spot dividend income opportunities that still look resilient by scanning a curated lineup of yield focused companies with the 8 dividend fortresses.
• Track where real earnings power may sit by reviewing a hand picked group of financially robust companies in the list of solid balance sheet and fundamentals (49 results).
• Chase secular themes beyond tariffs by checking a focused set of high potential miners and producers through the 30 elite gold producer stocks.

This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.