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 fintech and marketing strategy, with clients noting significant improvements in website traffic and customer acquisition. One client praised their methodical project management and responsiveness, stating that their website traffic tripled within a year. The depth of knowledge in branding and design was particularly impressive, with no areas for improvement identified. Overall, sentiment is highly positive, emphasizing CSTMR's ability to deliver impactful results.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?
More responsive than most other service providers
Get in TouchCSTMR is very responsive
They are a great candidate to start a conversation with. Send them a short message or project inquiry.Was this helpful?
$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.
Read All ReviewsSelect Industry to see insights
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 - 9Glendale, CA
Services provided
50% Accounting50% Business ConsultingEstablished in 2012, ADVISORY, CPA is a small Accounting and Business Consulting company. Their team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Hawthorne, CA
Services provided
50% Accounting50% Business ConsultingQuick Tax Service is an Accounting and Business Consulting company. They are located in Hawthorne, California and have small team. They specialize in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
Services provided
65% Accounting35% Business ConsultingMassi Hadaegh,CPA, a small Accounting company, is in Los Angeles, California. The team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Glendale, CA
Services provided
75% Accounting25% Business ConsultingHMA, CPA & Associates is an Accounting company. They are located in Glendale, California and have small team. They specialize in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Manhattan Beach, CA
Services provided
60% Accounting40% Business ConsultingRD Blair & Associates is a small Accounting company located in Manhattan Beach, California. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
Services provided
50% Accounting50% Business ConsultingSmall Accounting and Business Consulting company Andy Yu, CPA & Associates, is located in Los Angeles, California. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Downey, CA
Services provided
50% Accounting50% Business ConsultingEdgar n. Palacios, pa & co. Is an Accounting and Business Consulting company. Based in Downey, California, the team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
Services provided
65% Accounting35% Business ConsultingKIM & CO. Is a small Accounting company headquartered in Los Angeles, California. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
Services provided
50% Accounting50% Business ConsultingFounded in 2001, EZX co. Is a small Accounting and Business Consulting company headquartered in Los Angeles, California. Their team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Los Angeles, CA
Services provided
60% Accounting40% Business ConsultingRA Western is an Accounting company. They provide Accounting and Business Consulting and are in Los Angeles, California.
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UndisclosedUndisclosed2 - 9Glendale, CA
Services provided
60% Accounting40% Business ConsultingDer Sarkissian and Associates is an Accounting company. Launched in 1985, the team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Downey, CA
Services provided
75% Accounting25% Business ConsultingPatelis Tax is an Accounting company. The agency is located in Downey, California. Their team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
Services provided
65% Accounting35% Business ConsultingGuido Income Tax Services is a small Accounting company located in Los Angeles, California. The team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
Services provided
50% Accounting50% Business ConsultingEstablished in 1975, DeMers & Associates is an Accounting and Business Consulting company. The company specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Culver City, CA
Services provided
75% Accounting25% Business ConsultingFlat Rate Bookkeeping & Taxes is an Accounting company. Located in Culver City, California, their small team specializes in Accounting and Business Consulting. The firm was launched in 2005.
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UndisclosedUndisclosed2 - 9Monterey Park, CA
Services provided
50% Accounting50% Business ConsultingSmall Accounting and Business Consulting company Philip K Yeung, CPA, is in Monterey Park, California. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Glendale, CA
Services provided
75% Accounting25% Business ConsultingLLG Accounting is an Accounting company. Established in 1999, the firm is in Glendale, California. Their team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
Services provided
50% Accounting50% Business ConsultingJohn Wurts Financial Services is a small Accounting and Business Consulting company in Los Angeles, California. The team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Glendale, CA
Services provided
50% Accounting50% Business ConsultingSmall Accounting and Business Consulting company American Freedom Insurance Sales & Services, is headquartered in Glendale, California. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9El Segundo, CA
Services provided
50% Accounting50% Business ConsultingSmall Accounting and Business Consulting company TaxCap Business Service, is based in El Segundo, California. The team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Glendale, CA
Services provided
50% Accounting50% Business ConsultingTax Relief Clinic, Inc. Is an Accounting and Business Consulting company. Their small team is based in Glendale, California. Their team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Beverly Hills, CA
Services provided
50% Accounting50% Business ConsultingLocated in Beverly Hills, California, QBOOKS90210, INC. Is an Accounting and Business Consulting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9South Pasadena, CA
Services provided
50% Accounting50% Business ConsultingSun-Kap Enterprises is an Accounting and Business Consulting company. They are located in South Pasadena, California and have small team. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Glendale, CA
Services provided
50% Accounting50% Business ConsultingIn Glendale, California, Mazmanian Financial Services, Inc is a small Accounting and Business Consulting company. The team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
Services provided
60% Accounting40% Business ConsultingHadas Stein, CPA is an Accounting company. Their team is based in Los Angeles, California and focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Montebello, CA
Services provided
65% Accounting35% Business ConsultingSmall Accounting company Estrada Income Tax Service, is in Montebello, California. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Pasadena, CA
Services provided
50% Accounting50% Business ConsultingIntegrated Accounting & Tax Services is a small Pasadena, California-based Accounting and Business Consulting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Bell Gardens, CA
Services provided
50% Accounting50% Business ConsultingPronto Income Tax of Bell Gardens is a small Bell Gardens, California-based Accounting and Business Consulting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Torrance, CA
Services provided
60% Accounting40% Business ConsultingNarducci, CPA & CO is an Accounting company. Their small team is located in Torrance, California. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Westminster, CA
Services provided
50% Accounting50% Business ConsultingSmart Tax & Accounting Services is a small Accounting and Business Consulting company based in Westminster, California. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
Services provided
60% Accounting40% Business ConsultingBresee Warner is an Accounting company. Their small team is based in Los Angeles, California. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Glendale, CA
Services provided
50% Accounting50% Business ConsultingCA Accounting is an Accounting and Business Consulting company. Their small team is in Glendale, California. Their team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Santa Monica, CA
Services provided
60% Accounting40% Business ConsultingAssociated Tax Consultants is an Accounting company. They are headquartered in Santa Monica, California. Their team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Glendale, CA
Services provided
75% Accounting25% Business ConsultingPrecise Bookkeeping Services is a small Accounting company based in Glendale, California. The team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Duarte, CA
Services provided
60% Accounting40% Business ConsultingC & A Accounting and Tax Services is an Accounting company. They are in Duarte, California and have small team. Their team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9San Fernando, CA
Services provided
50% Accounting50% Business ConsultingVillegas & Associates is an Accounting and Business Consulting company. They are based in San Fernando, California and have small team. Their team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
Services provided
75% Accounting25% Business ConsultingBoris Barats & Associates is a small Accounting company located in Los Angeles, California. The team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
Services provided
65% Accounting35% Business ConsultingDalton, Mathias & Deever, CPAs, LLP is an Accounting company launched in 1975. Headquartered in Los Angeles, California, the team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Glendale, CA
Services provided
60% Accounting40% Business ConsultingKelly & Small Certified Public Accountants is a small Accounting company located in Glendale, California. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
Services provided
60% Accounting40% Business ConsultingMaurice Joffe Tax Services, a small Accounting company, is located in Los Angeles, California. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Pasadena, CA
Services provided
60% Accounting40% Business ConsultingGuardian is a small Pasadena, California-based Accounting company. The team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Glendale, CA
Services provided
50% Accounting50% Business ConsultingSmall Accounting and Business Consulting company Bloch, Frankel & Associates, CPAS, PC, is located in Glendale, California. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
Services provided
50% Accounting50% Business ConsultingCommercial Services Insurance is an Accounting and Business Consulting company. In Los Angeles, California, the company was launched in 1983. Their team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Pasadena, CA
Services provided
50% Accounting50% Business ConsultingFive Star Tax Resolution is a small Pasadena, California-based Accounting and Business Consulting company. The team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Long Beach, CA
Services provided
75% Accounting25% Business ConsultingTax Prose is a small Accounting company in Long Beach, California. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Fullerton, CA
Services provided
80% Accounting20% Business ConsultingJ & K Financial Services is a small Fullerton, California-based Accounting company. The team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Redondo Beach, CA
Services provided
50% Accounting50% Business ConsultingConcerned Business Services is an Accounting and Business Consulting company. They are in Redondo Beach, California and have small team. Their team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9El Monte, CA
Services provided
50% Accounting50% Business ConsultingLaura’s Income Tax Service is a small Accounting and Business Consulting company headquartered in El Monte, California. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Culver City, CA
Services provided
50% Accounting50% Business ConsultingLPW CPAs is a small Accounting and Business Consulting company in Culver City, California. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Downey, CA
Services provided
50% Accounting50% Business ConsultingBased in Downey, California, Downey Tax Company is a small Accounting and Business Consulting company. The team focuses on 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
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- 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
37.6/40.017.6/20 Reviews10/10 Clients & Experience10/10 Market PresenceService focus
30% Accounting70% Other -
UndisclosedUndisclosed50 - 249San Jose, CA
Ability to deliver
33.8/40.019.4/20 Reviews4.9/10 Clients & Experience9.5/10 Market PresenceService focus
40% Accounting60% Other -
UndisclosedUndisclosed50 - 249San Francisco, CA
Ability to deliver
32.2/40.016.2/20 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 -
$1,000+< $25 / hr50 - 249Rolling Hills Estates, CA
Ability to deliver
22.1/40.016.6/20 Reviews0.7/10 Clients & Experience4.8/10 Market PresenceService focus
10% Accounting90% 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 -
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
20.6/40.016.6/20 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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