Top Financial Services Firms in California
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List of the Top California Financial Services Companies
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$50,000+$200 - $300 / hr10 - 49Serves CaliforniaServices provided
20% Search Engine Optimization15% Pay Per Click15% Web Design +5 services10% Advertising10% Branding10% Content Marketing10% Digital Strategy10% Social Media MarketingSee all 7 projectsCSTMR is a digital marketing agency specializing in branding, web development, and fintech marketing strategies. Their reviews reflect a high level of satisfaction, with 100% of clients impressed by their deep industry knowledge and responsive project management. Clients frequently commend CSTMR's ability to deliver on time and their strategic approach to content and SEO, highlighting a seamless integration into client teams for successful project outcomes.
Reviews mention Great team
CSTMR has received overwhelmingly positive feedback, particularly highlighting their exceptional team. Clients have noted their 'talented individuals' who are 'highly skilled' and the seamless project management that facilitates effective collaboration. One client emphasized the team's ability to 'shine and produce results' despite challenges, while another praised their thoughtful and caring approach, stating they are 'fantastic people' who consistently go above and beyond. Overall, the sentiment reflects a strong admiration for CSTMR's team dynamics and expertise.-
Digital & Content Marketing for Money Transfer Platform
5.0 Jan 20, 2021CSTMR has a talented team of individuals that are highly skilled in their areas of expertise. Their project management is on point! They make it easy for us as a client to keep a track of all the ongoing projects and next steps. Their highly talented team has the ability to shine and produce results regardless of any challenge thrown at them.
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Digital Marketing, Web Dev & UX/UI Design for FinTech Co
5.0 Jun 17, 2025CSTMR consistently delivers on time and manages all of our engagements seamlessly. They are a true partner. Aside from the fact that they're the most thoughtful, skilled fintech marketers in the U.S., they're also just fantastic people who truly care (about us and about our customers) and will go above and beyond to deliver for us every single time. Their culture matches perfectly with ours.
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1 of 1 reviews is 5 starsUnknown avg. project costRead 1 Recent ReviewReviewed 1 time in the past 6 months
Recent feedback for CSTMR highlights their expertise in branding and digital strategy, particularly in the fintech sector. A client from ValidMind noted significant improvements, including a tripling of website traffic and customer growth following a comprehensive rebranding and website overhaul. The agency's project management was praised for responsiveness and timely delivery. Clients recommend clear communication of goals to maximize the partnership's effectiveness. Overall sentiment is highly positive, reflecting confidence in CSTMR's capabilities.Was this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients generally find CSTMR's pricing to be reasonable relative to the high-quality results delivered. For instance, one client noted a $210,000 investment led to a tripling of demo requests and website traffic. Another client, spending $80,000, reported significant improvements in brand awareness and engagement. Overall, feedback reflects strong satisfaction with the value for money, emphasizing CSTMR's commitment to delivering impactful marketing strategies tailored to client needs.Was this helpful?
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$25,000+Undisclosed250 - 999Serves CaliforniaServices provided
35% Accounting35% Finance & Accounting Outsourcing (FAO)30% AI AgentsSee all 2 projectsTalent Formula is an accounting services firm that specializes in talent acquisition and management for industry-specific needs, including financial analysts and accountants. They have been praised for their efficient recruitment process and cultural alignment, contributing to a 100% positive feedback rate for their support in business growth and team integration.
1 of 1 Accounting reviews are 5 stars1 new review for Accounting in past 6 months$200,000 – $999,999 avg. project costRead 1 ReviewAccounting PROJECT HIGHLIGHT
Recruitment & Mgmt Support for Technology & Accounting Firm
5.0 — Talent Formula provides recruitment and management support for a technology and accounting firm. They find qualified candidates with different levels of seniority to support the client's growing Read moreWas this helpful?
Industry Experience
Talent Formula has received positive feedback primarily within the Hospitality & Leisure industry, notably praised for their recruitment expertise and cultural alignment with clients like Quantaco. Their ability to adapt to changing requirements and deliver qualified candidates efficiently has been highlighted as a key strength. Overall, their impact is significant in enhancing team growth and performance, making them a strong fit for companies seeking tailored talent solutions in the hospitality sector.
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Hospitality & leisureWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients have expressed strong satisfaction with Talent Formula's overall cost and value for money. One client noted that the company’s unique talent retention model and efficient recruitment process significantly contributed to their business growth, stating they doubled their growth year on year. The partnership has been long-standing since 2014, highlighting the perceived value in their investment. Overall, clients appreciate the alignment of Talent Formula's services with their specific needs, indicating a favorable cost-to-value relationship.Was this helpful?
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UndisclosedUndisclosed2 - 9San Francisco, CA
Services provided
70% Accounting30% Business ConsultingVladislav Pelevin, CFA is a small Accounting company headquartered in San Francisco, California. The team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9San Francisco, CA
Services provided
100% AccountingHeadquartered in San Francisco, California, Riley Accounting is a small Accounting company. The team specializes in Accounting.
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UndisclosedUndisclosed2 - 9San Francisco, CA
Services provided
100% AccountingJeff Brown, PC is an Accounting company. Their small team is based in San Francisco, California. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Glendale, CA
Services provided
100% AccountingBack Office People is an Accounting company. Founded in 2009, the firm offers Accounting.
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UndisclosedUndisclosed2 - 9Culver City, CA
Services provided
75% Accounting25% HR ConsultingPatin & Associates is an Accounting company. The Culver City, California-based agency was founded in 2011. Their services include Accounting and HR Consulting.
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UndisclosedUndisclosed2 - 9Long Beach, CA
Services provided
75% Accounting25% Business ConsultingCooper's Accounting Service, an Accounting company, was launched in 1997. The agency offers Accounting and Business Consulting, and is small.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
Services provided
60% Accounting40% Business ConsultingAMC CPAs & Consultants is a Los Angeles, California-based Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Beverly Hills, CA
Services provided
70% Accounting30% Business ConsultingLaunched in 2009, Trumpet Financial Group is an Accounting company. The company focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Los Angeles, CA
Services provided
60% Accounting40% Business ConsultingHeadquartered in Los Angeles, California, Manela & Co. Is an Accounting company. Established in 2005, the team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Irvine, CA
Services provided
60% Accounting40% Business ConsultingKDM BUSINESS CONSULTING is an Accounting company. They are located in Irvine, California and have small team. Their team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Glendale, CA
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30% Accounting70% Business ConsultingBusiness Energy Coaching is a small Business Consulting company based in Glendale, California. The team offers Business Consulting and Accounting.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
Services provided
60% Accounting40% Business ConsultingEva Hughes Accounting & Business Consulting is an Accounting company. They are located in Los Angeles, California and have small team. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Burbank, CA
Services provided
60% Accounting40% Business ConsultingAra Haddadian, CPA is a small Accounting company established in 2009. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
Services provided
60% Accounting40% Business ConsultingAccounting company Krowne CPAs was launched in 1977. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Ontario, CA
Services provided
50% Accounting50% RecruitingArena Staffing is an Ontario, California-based Accounting and Recruiting company. Their services include Accounting and Recruiting.
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UndisclosedUndisclosed2 - 9Santa Clarita, CA
Services provided
50% Accounting50% Business ConsultingJorge Perazzo CPA Accountancy Corporation is an Accounting and Business Consulting company founded in 2016. The small team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
Services provided
60% Accounting40% Business ConsultingLocated in Los Angeles, California, Chapman Business Services is an Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Alhambra, CA
Services provided
60% Accounting40% Business ConsultingTJ's Financial & Income Taxes is an Accounting company located in Alhambra, California. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Los Angeles, CA
Services provided
40% Accounting40% Business Consulting20% BrandingInchworm Consulting, a small Accounting company, is headquartered in Los Angeles, California. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
Services provided
70% Accounting30% Business ConsultingWood/Freeman Business Management is a Los Angeles, California-based Accounting company. They specialize in Accounting and Business Consulting and were established in 1925.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
Services provided
60% Accounting40% Business ConsultingONE SOURCE SERVICES is an Accounting company. They are headquartered in Los Angeles, California, and their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Long Beach, CA
Services provided
60% Accounting20% Business Consulting20% Litigation Support ServicesSISco Business Services is an Accounting company in Long Beach, California. The team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9San Dimas, CA
Services provided
60% Accounting40% Business ConsultingHRL TAX SOLUTIONS, an Accounting company, provide Accounting and Business Consulting. They were launched in 2011.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
Services provided
50% Accounting50% Litigation Support ServicesAjih & Sons Business Services, an Accounting and Litigation Support Services company, focuses on Accounting and Litigation Support Services. The company is based in Los Angeles, California.
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UndisclosedUndisclosed2 - 9Beverly Hills, CA
Services provided
50% Accounting50% Business ConsultingGolbahar Consulting Group is an Accounting and Business Consulting company. The team is in Beverly Hills, California, and their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Long Beach, CA
Services provided
30% Accounting60% Business Consulting10% Public RelationsMy Business Consultants, a Business Consulting company, was launched in 2007. The agency specializes in Business Consulting and Accounting, and is small.
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UndisclosedUndisclosed2 - 9El Segundo, CA
Services provided
70% Accounting30% Business ConsultingFounded in 2008, LFC Accounting is an Accounting company. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
Services provided
30% Accounting60% Business Consulting10% Public RelationsAdvise LLP is a Business Consulting company. Their small team is headquartered in Los Angeles, California. Their services include Business Consulting and Accounting.
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UndisclosedUndisclosed50 - 249Los Angeles, CA
Services provided
40% Accounting60% Business ConsultingHCVT is a Business Consulting company based in Los Angeles, California. They provide Business Consulting and Accounting.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
Services provided
50% Accounting50% Business ConsultingHargrave Terry is a small Accounting and Business Consulting company headquartered in Los Angeles, California. The team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
Services provided
60% Accounting40% Business ConsultingThe Rosson CPA is an Accounting company. Their small team is located in Los Angeles, California. Their team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
Services provided
60% Accounting40% Business ConsultingAbeye Hailu, CPA, MBA is a Los Angeles, California-based Accounting company. Established in 1988, the team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
Services provided
50% Accounting50% Business ConsultingSmall Accounting and Business Consulting company Cohen Pagano Accountancy, is based in Los Angeles, California. The team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed50 - 249Los Angeles, CA
Services provided
50% Accounting50% Business ConsultingEstablished in 1954, Mayer Hoffman McCann P.C., a midsize Accounting and Business Consulting company, is in Los Angeles, California. Their team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Beverly Hills, CA
Services provided
60% Accounting40% Business ConsultingCory Franklin & Associates, Inc. Is an Accounting company. They focus on Accounting and Business Consulting and were launched in 2009.
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UndisclosedUndisclosed2 - 9Glendale, CA
Services provided
65% Accounting35% Business ConsultingAbedian + Totlian, An Accountancy Corporation is a small Accounting company launched in 2009. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
Services provided
70% Accounting30% Business ConsultingDuane A. Johnson & Associates is a small Accounting company headquartered in Los Angeles, California. The team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Culver City, CA
Services provided
70% Accounting30% Business ConsultingFlat Rate Bookkeeping and Taxes is a small Accounting company in Culver City, California. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Pasadena, CA
Services provided
60% Accounting40% Business ConsultingLA Bookkeeping & Business Management Services, an Accounting company, was established in 2012. The team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Monterey Park, CA
Services provided
70% Accounting30% Business ConsultingAccounting company Advance Tax and Bookkeeping Service is located in Monterey Park, California. Established in 1985, the team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
Services provided
60% Accounting40% Business ConsultingA. Stengel, Abselet & Company is an Accounting company. They are headquartered in Los Angeles, California and have small team. Their team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Inglewood, CA
Services provided
60% Accounting40% Business ConsultingLocated in Inglewood, California, Professional Management Financial Consultants is a small Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
Services provided
50% Accounting50% Business ConsultingGreenberg & Jackson , a small Accounting and Business Consulting company, is in Los Angeles, California. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
Services provided
60% Accounting40% Business ConsultingSelwyn Gerber CPA is an Accounting company. Their small team is based in Los Angeles, California. Their team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
Services provided
50% Accounting50% Business ConsultingHeadquartered in Los Angeles, California, Hebeler Accountancy Corporation is a small Accounting and Business Consulting company. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
Services provided
50% Accounting50% Business ConsultingSummit CPA, Inc., a small Accounting and Business Consulting company, is headquartered in Los Angeles, California. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
Services provided
70% Accounting30% Business ConsultingAccuretta CPA's is an Accounting company. Their small team is based in Los Angeles, California. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Los Angeles, CA
Services provided
50% Accounting50% Business ConsultingFounded in 1981, Kaufman & Kabani, APC is an Accounting and Business Consulting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
Services provided
60% Accounting40% Business ConsultingReginald Singh CPA, MBA, a small Accounting company, is based in Los Angeles, California. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed50 - 249Los Angeles, CA
Services provided
60% Accounting40% Business ConsultingLaunched in 1987, MGO (Macias Gini & O'Connell LLP) is an Accounting company. Their services include Accounting and Business Consulting.
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A Clutch Leaders Matrix provides a broad view of the top-performing companies in a particular service or location. Each company featured in a Leaders Matrix is evaluated based on Focus and Ability to Deliver. The size of each circle indicates that company’s size.
By using verified reviews, focused service details, and real project data, the Leaders Matrix highlights companies that consistently deliver and stand out from the rest. Each company’s position is based on how well they focus on a service area and how consistently they deliver results, helping you make informed, confident decisions. Learn More
Focus (x-axis)
Focus accounts for a company’s specialization within a certain service.
Ability to Deliver (y-axis)
Ability to Deliver considers three criteria:
- Client feedback and reviews
- Work experience and previous projects
- Market presence and reputation in the industry
List of the Top 15 California Financial Services Companies
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Undisclosed$100 - $149 / hr50 - 249Walnut, CA
Ability to deliver
38.4/40.018.4/20 Reviews10/10 Clients & Experience10/10 Market PresenceService focus
30% Accounting70% Other -
UndisclosedUndisclosed50 - 249San Jose, CA
Ability to deliver
33.4/40.019/20 Reviews4.9/10 Clients & Experience9.5/10 Market PresenceService focus
40% Accounting60% Other -
UndisclosedUndisclosed50 - 249San Francisco, CA
Ability to deliver
32/40.016/20 Reviews9/10 Clients & Experience6.9/10 Market PresenceService focus
45% Accounting55% Other -
UndisclosedUndisclosed50 - 249Palo Alto, CA
Ability to deliver
31.9/40.016.2/20 Reviews7.2/10 Clients & Experience8.5/10 Market PresenceService focus
90% Accounting10% Other -
$1,000+Undisclosed10 - 49West Hollywood, CA
Ability to deliver
31.7/40.015.8/20 Reviews8.4/10 Clients & Experience7.5/10 Market PresenceService focus
35% Accounting65% Other -
$50,000+$50 - $99 / hr2 - 9San Francisco, CA
Ability to deliver
27.3/40.016.4/20 Reviews5/10 Clients & Experience5.9/10 Market PresenceService focus
10% Accounting90% Other -
UndisclosedUndisclosed250 - 999San Ramon, CA
Ability to deliver
27.2/40.018.2/20 Reviews0/10 Clients & Experience9/10 Market PresenceService focus
25% Accounting10% Financial Advising & Planning65% Other -
UndisclosedUndisclosed10 - 49Tustin, CA
Ability to deliver
26.7/40.016.2/20 Reviews4.4/10 Clients & Experience6.2/10 Market PresenceService focus
100% Accounting -
$5,000+Undisclosed50 - 249San Diego, CA
Ability to deliver
26.6/40.016.2/20 Reviews4.2/10 Clients & Experience6.2/10 Market PresenceService focus
80% Accounting20% Financial Advising & Planning -
$5,000+$150 - $199 / hr2 - 9San Francisco, CA
Ability to deliver
26/40.016.2/20 Reviews1/10 Clients & Experience8.7/10 Market PresenceService focus
50% Accounting50% Other -
$5,000+$150 - $199 / hr2 - 9Irvine, CA
Ability to deliver
26/40.016.2/20 Reviews5.2/10 Clients & Experience4.6/10 Market PresenceService focus
50% Accounting50% Other -
$1,000+$150 - $199 / hr50 - 249San Diego, CA
Ability to deliver
24.6/40.016/20 Reviews2.1/10 Clients & Experience6.5/10 Market PresenceService focus
15% Accounting85% Other -
$1,000+$200 - $300 / hr2 - 9Irvine, CA
Ability to deliver
24.6/40.016.2/20 Reviews2.8/10 Clients & Experience5.5/10 Market PresenceService focus
90% Accounting10% Other -
$1,000+$100 - $149 / hr10 - 49San Francisco, CA
Ability to deliver
24.1/40.016.2/20 Reviews2/10 Clients & Experience5.9/10 Market PresenceService focus
100% Accounting -
$1,000+< $25 / hr2 - 9Los Angeles, CA
Ability to deliver
24/40.016.2/20 Reviews1.5/10 Clients & Experience6.4/10 Market PresenceService focus
50% Accounting50% Other -
$10,000+$150 - $199 / hr2 - 9Los Angeles, CA
Ability to deliver
23.9/40.015.6/20 Reviews3.4/10 Clients & Experience4.9/10 Market PresenceService focus
15% Accounting85% Other -
$1,000+$25 - $49 / hr10 - 49Roseville, CA
Ability to deliver
23.7/40.016.2/20 Reviews1.3/10 Clients & Experience6.1/10 Market PresenceService focus
50% Accounting50% Other -
UndisclosedUndisclosed2 - 9Beverly Hills, CA
Ability to deliver
23.5/40.016.2/20 Reviews1.3/10 Clients & Experience5.9/10 Market PresenceService focus
60% Accounting40% Other -
UndisclosedUndisclosed10 - 49San Diego, CA
Ability to deliver
23.1/40.016.2/20 Reviews1.5/10 Clients & Experience5.3/10 Market PresenceService focus
70% Insurance Services & Brokers30% Other -
$1,000+$100 - $149 / hr10 - 49Culver City, CA
Ability to deliver
23/40.016.2/20 Reviews1.5/10 Clients & Experience5.3/10 Market PresenceService focus
100% Accounting -
$1,000+$100 - $149 / hr2 - 9Glendale, CA
Ability to deliver
22.6/40.016.2/20 Reviews1.4/10 Clients & Experience4.9/10 Market PresenceService focus
100% Accounting -
UndisclosedUndisclosed2 - 9Simi Valley, CA
Ability to deliver
22.4/40.016.2/20 Reviews1.3/10 Clients & Experience4.9/10 Market PresenceService focus
80% Accounting20% Other -
$5,000+$200 - $300 / hr2 - 9Irvine, CA
Ability to deliver
22.1/40.016.2/20 Reviews1/10 Clients & Experience4.9/10 Market PresenceService focus
80% Accounting20% Other -
UndisclosedUndisclosed10 - 49Palm Springs, CA
Ability to deliver
22.1/40.016.2/20 Reviews0.7/10 Clients & Experience5.2/10 Market PresenceService focus
50% Accounting50% Financial Advising & Planning -
$1,000+< $25 / hr50 - 249Rolling Hills Estates, CA
Ability to deliver
21.9/40.016.4/20 Reviews0.7/10 Clients & Experience4.8/10 Market PresenceService focus
10% Accounting90% Other -
Undisclosed$200 - $300 / hr2 - 9San Luis Obispo, CA
Ability to deliver
21.9/40.016.2/20 Reviews0/10 Clients & Experience5.7/10 Market PresenceService focus
100% Accounting -
$1,000+$100 - $149 / hr50 - 249San Francisco, CA
Ability to deliver
21.7/40.016.2/20 Reviews0/10 Clients & Experience5.5/10 Market PresenceService focus
40% Accounting60% Other -
Undisclosed< $25 / hr50 - 249Tracy, CA
Ability to deliver
21.1/40.016.2/20 Reviews0/10 Clients & Experience4.9/10 Market PresenceService focus
100% Accounting -
$1,000+< $25 / hr10 - 49Truckee, CA
Ability to deliver
20.4/40.016.4/20 Reviews0/10 Clients & Experience4/10 Market PresenceService focus
10% Accounting90% Other -
Undisclosed$50 - $99 / hr50 - 249San Francisco, CA
Ability to deliver
20.2/40.016.2/20 Reviews0/10 Clients & Experience4/10 Market PresenceService focus
30% Accounting20% Financial Advising & Planning50% Other
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