Top Financial Services Firms in California
-
Featured
What are Featured Providers?
$50,000+$200 - $300 / hr10 - 49Serves CaliforniaServices provided
See all 7 projectsCSTMR is a digital marketing agency specializing in branding, content marketing, and SEO with a strong focus on the fintech industry. Across numerous client reviews, 100% of feedback praises CSTMR for their responsive communication, timely project management, and deep industry knowledge. A common theme, noted by around 80% of reviewers, highlights their ability to serve as a true partner rather than just a service provider.
-
UndisclosedUndisclosed2 - 9San Diego, CA
Services provided
ADACI is an Accounting company. Launched in 2009, their team specializes in Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9San Diego, CA
Services provided
Established in 1983, PSA - Professional Services Assoc. Is a small San Diego, California-based Accounting company. Their team specializes in Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9San Marcos, CA
Services provided
Accounting Combat is an Accounting company. They specialize in Accounting and Business Consulting and were established in 2018. The company is based in San Marcos, California.
Read more -
UndisclosedUndisclosed2 - 9San Diego, CA
Services provided
Lazarus, Goldbarg & Associates LLP is an Accounting company. Their small team of employees is based in San Diego, California. Their team specializes in Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9San Diego, CA
Services provided
Edwin Paul Simpson III is an Accounting company. Headquartered in San Diego, California, the firm was established in 1986. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9San Diego, CA
Services provided
Located in San Diego, California, BIZ BLOCK CPA is a small Accounting company. The team specializes in Accounting.
Read more -
UndisclosedUndisclosed2 - 9San Diego, CA
Services provided
David Thomas, CPA, Esq. Is an Accounting company. Their team is headquartered in San Diego, California and provides Accounting.
Read more -
UndisclosedUndisclosed2 - 9San Diego, CA
Services provided
Thomas E Huckabee CPA Inc, an Accounting company, was founded in 2005. The company offers Accounting.
Read more -
UndisclosedUndisclosed2 - 9San Diego, CA
Services provided
Green Palm Consulting is an Accounting company. Their small team is headquartered in San Diego, California. Their team offers Accounting.
Read more -
UndisclosedUndisclosed2 - 9Rancho Santa Fe, CA
Services provided
Accounting company ASCEND Business Advisory was established in 1998. The team focuses on Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Campbell, CA
Services provided
Kostigen & Associates is an Accounting company. Launched in 1993, the team specializes in Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9San Jose, CA
Services provided
MAYA TAX SERVICES AND NOTARY PUBLIC is an Accounting company. Their team is based in San Jose, California and focuses on Accounting.
Read more -
UndisclosedUndisclosed2 - 9Los Gatos, CA
Services provided
Brenner Financial Services is an Accounting company. The team offers Accounting and Business Consulting and is located in Los Gatos, California.
Read more -
UndisclosedUndisclosed2 - 9San Jose, CA
Services provided
ESTRADA PHUONG is an Accounting company. Founded in 2005, their team provides Accounting.
Read more -
UndisclosedUndisclosed2 - 9San Jose, CA
Services provided
Robert W. Hayes CPA Accountancy Corporation is an Accounting company launched in 2017. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9San Francisco, CA
Services provided
JCE Financial CPA is an Accounting company. The San Francisco, California-based firm offers Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9San Jose, CA
Services provided
Launched in 2016, Kamita Partners, CPA is a small San Jose, California-based Accounting company. Their team focuses on Accounting.
Read more -
UndisclosedUndisclosed50 - 249San Jose, CA
Services provided
Effectus Group, an Accounting company, was founded in 2013. They offers Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9San Diego, CA
Services provided
WMA Enterprises, Inc. Is an Accounting company established in 2015. The small team specializes in Accounting.
Read more -
UndisclosedUndisclosed2 - 9San Diego, CA
Services provided
Dallo Law Group | Tax Law Firm is an Accounting company. Established in 2012, the firm focuses on Accounting.
Read more -
UndisclosedUndisclosed2 - 9San Diego, CA
Services provided
Launched in 2005, San Diego Taxman is a small Accounting company headquartered in San Diego, California. Their team provides Accounting.
Read more -
UndisclosedUndisclosed2 - 9San Diego, CA
Services provided
ALAN M BROWN, CPA is an Accounting company headquartered in San Diego, California. Established in 2012, the team focuses on Accounting.
Read more -
UndisclosedUndisclosed2 - 9San Diego, CA
Services provided
Small Accounting company San Diego, CPA A Professional Tax & Accountancy Corporation , is located in San Diego, California. The team offers Accounting.
Read more -
UndisclosedUndisclosed2 - 9Anaheim, CA
Services provided
Established in 2012, SONNY & COMPANY, CPA is an Accounting company. The team specializes in Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Anaheim, CA
Services provided
Established in 1985, Tahim & Associates is an Accounting company. The firm specializes in Accounting and Business Consulting, and is small.
Read more -
UndisclosedUndisclosed2 - 9Anaheim, CA
Services provided
Accounting company NUTTALL & PATEL LLP is headquartered in Anaheim, California. The team focuses on Accounting.
Read more -
UndisclosedUndisclosed2 - 9Anaheim, CA
Services provided
Established in 2002, SmartCPA Accounting Services is an Accounting company. Headquartered in Anaheim, California, the team offers Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Anaheim, CA
Services provided
NumbersPros is an Accounting company located in Anaheim, California. They offer Accounting and Business Consulting and were established in 2016.
Read more -
UndisclosedUndisclosed2 - 9Anaheim, CA
Services provided
Accounting & Bookkeeping Prof. Inc is a small Accounting company headquartered in Anaheim, California. The team focuses on Accounting.
Read more -
UndisclosedUndisclosed2 - 9Anaheim, CA
Services provided
Kevin M. Farley, CPA is a small Anaheim, California-based Accounting company. The team specializes in Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Anaheim, CA
Services provided
Founded in 2009, Hassan Rashwan CPA is an Accounting company. Their team specializes in Accounting.
Read more -
UndisclosedUndisclosed2 - 9Anaheim, CA
Services provided
Scott Hukriede, CPA is an Accounting company launched in 2011. Headquartered in Anaheim, California, the team offers Accounting.
Read more -
UndisclosedUndisclosed2 - 9Anaheim, CA
Services provided
Adi & Associates CPA is an Accounting company launched in 2014. Their team provides Accounting.
Read more -
UndisclosedUndisclosed2 - 9Orange, CA
Services provided
Wiegel, Szekel & Frisby is an Accounting company. Their team is in Orange, California. The company focuses on Accounting.
Read more -
UndisclosedUndisclosed2 - 9Anaheim, CA
Services provided
LGH Consulting, Inc. Is an Accounting company. Established in 1977, the team offers Accounting.
Read more -
UndisclosedUndisclosed2 - 9Anaheim, CA
Services provided
Azling & Associates an Accountancy Corporation is a small Accounting company established in 1997. Their team focuses on Accounting.
Read more -
UndisclosedUndisclosed10 - 49Anaheim, CA
Services provided
Headquartered in Anaheim, California, EMA Accounting, Inc. Is a small Accounting company. The team focuses on Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed10 - 49Downey, CA
Services provided
Launched in 1971, Strayer Saylors & Associates, Inc. Is a small Downey, California-based Accounting company. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Cypress, CA
Services provided
Stephen V. Prichard CPA is a small Accounting company. Founded in 2002, the team offers Accounting.
Read more -
UndisclosedUndisclosed2 - 9Anaheim, CA
Services provided
Nordstrom Consulting Group, Inc. Is an Accounting company. The agency is in Anaheim, California. Their team focuses on Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Anaheim, CA
Services provided
Founded in 2002, Simons Accountancy Corporation is a small Accounting company. Their team focuses on Accounting.
Read more -
UndisclosedUndisclosed2 - 9Anaheim, CA
Services provided
CJ Malley Accountancy Corporation is an Accounting company. Located in Anaheim, California, the firm was established in 1971. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Anaheim, CA
Services provided
Accounting company Chai and Associates, P.C. (CPA) is in Anaheim, California. They offer Accounting and were founded in 2013.
Read more -
UndisclosedUndisclosed2 - 9Anaheim, CA
Services provided
Van Crawford, CPA is an Accounting company. Headquartered in Anaheim, California, the firm specializes in Accounting.
Read more -
UndisclosedUndisclosed2 - 9Orange, CA
Services provided
Izumi & Company, Accountancy Corporation is an Accounting company. Located in Orange, California, the agency offers Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Garden Grove, CA
Services provided
Paul S. Joo, CPA accountancy corp., an Accounting company, was founded in 2008. The agency specializes in Accounting, and is small.
Read more -
UndisclosedUndisclosed2 - 9Yorba Linda, CA
Services provided
Michael F. DeLuca, an Accounting company, was launched in 1987. They specializes in Accounting.
Read more -
UndisclosedUndisclosed2 - 9Yorba Linda, CA
Services provided
Established in 1985, ACCOUNTAX AID, INC., a small Accounting company, is in Yorba Linda, California. Their team specializes in Accounting.
Read more -
UndisclosedUndisclosed2 - 9Fullerton, CA
Services provided
Husami & Associates is an Accounting company based in Fullerton, California. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Anaheim, CA
Services provided
Anaheim Income Tax is an Anaheim, California-based Accounting company. They offer Accounting.
Read more
Share your project goals, and we’ll connect you with verified partners who fit your budget and timeline.
Get My Matches
Tell us what you need — we’ll match you with top agencies in minutes.
Get My MatchesWhy Trust Clutch
At Clutch, we believe trust is the foundation of every business relationship. Our mission is to help buyers make confident, data-backed decisions informed by real client experiences.
Every review on Clutch undergoes a rigorous, human-led verification process to make sure it’s valid. Our team of specialists confirms the identity of each reviewer, ensures the project is legitimate, and only publishes reviews that meet our strict criteria.
Verification doesn’t stop at the point of publication. Our Trust & Safety team routinely audits older reviews against our guidelines. When reviews fall short of our standards, we remove them.
We evaluate service providers using a structured methodology that combines:
- In-depth client interviews and ratings
- Comprehensive project details
- Market presence
- Portfolio examples and industry recognition
This data powers tools like the Leaders Matrix, which helps you compare agencies directly. Our research team curates rankings by weighing verified reviews most heavily, so the most trusted and experienced providers rise to the top.
Using this unique combination of verified client feedback and provider-supplied insights, Clutch distills the most important details into clear, digestible summaries so you have everything you need to make confident, informed decisions quickly.
We take fraud seriously. Providers who violate our guidelines may face lower rankings, restricted visibility, or removal from the platform altogether.
Clutch’s commitment to transparency is ongoing. We’re constantly refining our systems to protect the integrity of reviews and support you in finding the right agency.
List of the Top 15 California Financial Services Companies
-
Undisclosed$100 - $149 / hr50 - 249Walnut, CA
Ability to deliver
37.8/40.017.8/20 Reviews10/10 Clients & Experience10/10 Market PresenceService focus
30% Accounting70% Other -
UndisclosedUndisclosed50 - 249San Jose, CA
Ability to deliver
34/40.019.6/20 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 -
$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 -
UndisclosedUndisclosed50 - 249Palo Alto, CA
Ability to deliver
30.9/40.016.2/20 Reviews7.2/10 Clients & Experience7.5/10 Market PresenceService focus
90% Accounting10% Other -
UndisclosedUndisclosed2 - 9Los Angeles, CA
Ability to deliver
27.4/40.017.6/20 Reviews1.5/10 Clients & Experience8.3/10 Market PresenceService focus
100% Insurance Services & Brokers -
$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 -
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 -
UndisclosedUndisclosed250 - 999San Ramon, CA
Ability to deliver
26.2/40.017.2/20 Reviews0/10 Clients & Experience9/10 Market PresenceService focus
25% Accounting10% Financial Advising & Planning65% 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 -
$5,000+$150 - $199 / hr2 - 9San Francisco, CA
Ability to deliver
25.8/40.016.2/20 Reviews1/10 Clients & Experience8.6/10 Market PresenceService focus
45% Accounting55% 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 -
$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+$100 - $149 / hr10 - 49San Francisco, CA
Ability to deliver
23.7/40.016.2/20 Reviews2/10 Clients & Experience5.5/10 Market PresenceService focus
100% Accounting -
$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 -
$1,000+< $25 / hr2 - 9Los Angeles, CA
Ability to deliver
23.6/40.016.2/20 Reviews1.5/10 Clients & Experience6/10 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 -
$5,000+$150 - $199 / hr50 - 249Irvine, CA
Ability to deliver
23.3/40.018.4/20 Reviews0/10 Clients & Experience4.9/10 Market PresenceService focus
25% Accounting75% 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
