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, 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.
$25,000+Undisclosed250 - 999Serves CaliforniaServices provided
See 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.
-
UndisclosedUndisclosed10 - 49Covina, CA
Services provided
Hoffman Short Rubin DeWinter Sanderson, APC is a small Accounting company established in 1997. Their services include Accounting.
Read more -
UndisclosedUndisclosed10 - 49Susanville, CA
Services provided
SingletonAuman, PC is a small Accounting company located in Susanville, California. Their services include Accounting.
Read more -
UndisclosedUndisclosed10 - 49Novato, CA
Services provided
Founded in 2003, Cameron Coffey & Kaye Professional Corporation is an Accounting company. Their team specializes in Accounting.
Read more -
UndisclosedUndisclosed10 - 49Fresno, CA
Services provided
Accounting company Bean Hunt Harris & Company provides Accounting. They are in Fresno, California.
Read more -
UndisclosedUndisclosed10 - 49Tulare, CA
Services provided
Adair & Evans Certified Public Accountants is an Accounting company. Based in Tulare, California, their team offers Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Sonora, CA
Services provided
Benton, Roberson CPA's, LLP is an Accounting company launched in 2012. The team offers Accounting.
Read more -
UndisclosedUndisclosed2 - 9Fresno, CA
Services provided
Hills Renaut Homen & Hughes is an Accounting company. Their small team of employees is in Fresno, California. Their team focuses on Accounting.
Read more -
UndisclosedUndisclosed2 - 9Fresno, CA
Services provided
Paul aulakh accountancy corp is an Accounting company headquartered in Fresno, California. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Clovis, CA
Services provided
Small Accounting company THE WOODWORTH GROUP A PROFESSIONAL CORPORATION, is headquartered in Clovis, California. The team specializes in Accounting.
Read more -
UndisclosedUndisclosed2 - 9Fresno, CA
Services provided
Douglas G. Matthews, Charis M. Wallace & Co., CPA, EAs is an Accounting company. Located in Fresno, California, the team focuses on Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Clovis, CA
Services provided
Greg's Bookkeeping and Tax Service is a small Accounting company in Clovis, California. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Templeton, CA
Services provided
Larry M Jordan CPA, a small Accounting company, is located in Templeton, California. Their services include Accounting.
Read more -
UndisclosedUndisclosed10 - 49Bakersfield, CA
Services provided
Accounting company Hardaway Axume Weir CPAs, LLP was founded in 2014. The small team offers Accounting.
Read more -
UndisclosedUndisclosed10 - 49Clovis, CA
Services provided
Bains CPA Inc. Is a small Clovis, California-based Accounting company. The team provides Accounting.
Read more -
UndisclosedUndisclosed2 - 9Fresno, CA
Services provided
Accounting company Kovacevich & Bennett is in Fresno, California. The team offers Accounting.
Read more -
UndisclosedUndisclosed2 - 9Folsom, CA
Services provided
Launched in 2005, Horn Fulton, Inc. Certified Public Accountants is a small Accounting company. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Fresno, CA
Services provided
Ryan, Christie, Quinn & Horn is an Accounting company launched in 1954. The agency specializes in Accounting, and is small.
Read more -
UndisclosedUndisclosed2 - 9Modesto, CA
Services provided
Established in 1977, Clendenin Bird & Company PC is an Accounting company. Their team specializes in Accounting.
Read more -
UndisclosedUndisclosed10 - 49Bakersfield, CA
Services provided
Halle Porter Newland & Rickett, LLP is an Accounting company. They focus on Accounting and Business Consulting and were launched in 2014.
Read more -
UndisclosedUndisclosed2 - 9Clovis, CA
Services provided
Established in 2010, Harmon CPA, a small Accounting company, is headquartered in Clovis, California. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Victorville, CA
Services provided
Small Accounting company Messner & Hadley, LLP, is based in Victorville, California. The team offers Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Porterville, CA
Services provided
Accounting company McKinley Scearcy Associates is in Porterville, California. Established in 2001, the team offers Accounting.
Read more -
UndisclosedUndisclosed10 - 49Fresno, CA
Services provided
Bandy & Associates Accountancy Corporation is an Accounting company. Established in 2005, the team specializes in Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Bakersfield, CA
Services provided
Justin Regan Accountancy Corporation, an Accounting company, offers Accounting and Business Consulting. The firm is in Bakersfield, California.
Read more -
UndisclosedUndisclosed10 - 49Visalia, CA
Services provided
Pine, Pedroncelli & Aguilar, Inc is an Accounting company. They offer Accounting and were founded in 1985. The company is located in Visalia, California.
Read more -
UndisclosedUndisclosed2 - 9Bakersfield, CA
Services provided
Small Accounting company Parsons Vickers Parsons & Company, LLP, is located in Bakersfield, California. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Pleasanton, CA
Services provided
Karlsson & Lane, An Accountancy Corporation is an Accounting company established in 2006. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed10 - 49Fresno, CA
Services provided
Founded in 1999, DUNN, JEFFRIES, HERING & WONG, LLP CPA's is an Accounting company. Their team focuses on Accounting.
Read more -
UndisclosedUndisclosed2 - 9Fresno, CA
Services provided
Established in 1990, Pistoresi & Company, Certified Public Accountants is an Accounting company. The team specializes in Accounting and Business Consulting and is in Fresno, California.
Read more -
UndisclosedUndisclosed10 - 49Fresno, CA
Services provided
Ratzlaff Tamberi & Wong is an Accounting company founded in 1990. The team offers Accounting.
Read more -
UndisclosedUndisclosed2 - 9Fresno, CA
Services provided
Mastro & Assoicates is an Accounting company headquartered in Fresno, California. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Fresno, CA
Services provided
LCH Tax & Business Service is an Accounting company founded in 2008. The agency specializes in Accounting.
Read more -
UndisclosedUndisclosed2 - 9Los Angeles, CA
Services provided
Founded in 1967, Mann Gelon Glodney Gumerove Yee LLP is an Accounting company. The team specializes in Accounting.
Read more -
UndisclosedUndisclosed2 - 9Rolling Hills Estates, CA
Services provided
Ron J. Anfuso, CPA/ABV - An Accountancy Corp. Is an Accounting company based in Rolling Hills Estates, California. They specialize in Accounting.
Read more -
UndisclosedUndisclosed10 - 49Fresno, CA
Services provided
Irwin, Jackson & Wang, Certified Public Accountants is an Accounting company located in Fresno, California. Founded in 1979, the team specializes in Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Fresno, CA
Services provided
Daniel Towle & Warkentine, CPAs is an Accounting company. In Fresno, California, their small team specializes in Accounting. The company was established in 2001.
Read more -
UndisclosedUndisclosed2 - 9Fresno, CA
Services provided
Linger, Peterson, Shrum & Co. Is an Accounting company launched in 1923. The team specializes in Accounting and Business Consulting and is in Fresno, California.
Read more -
UndisclosedUndisclosed10 - 49Fresno, CA
Services provided
Accounting company James Kha, CPA PC is headquartered in Fresno, California. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Clovis, CA
Services provided
Tuttle & Tuttle CPAs, a small Accounting company, is located in Clovis, California. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Monterey Park, CA
Services provided
NANCY L. LUKE, CPA, an Accounting company, is based in Monterey Park, California. Established in 1986, the team specializes in Accounting.
Read more -
UndisclosedUndisclosed50 - 249Los Angeles, CA
Services provided
In Los Angeles, California, White, Zuckerman, Warsavsky, Luna & Hunt is an Accounting company. The team specializes in Accounting.
Read more -
UndisclosedUndisclosed50 - 249San Jose, CA
Services provided
Established in 2003, Global Mobility Tax, LLP, a midsize Accounting company, is located in San Jose, California. Their services include Accounting.
Read more -
UndisclosedUndisclosed10 - 49Daly City, CA
Services provided
Established in 1984, VIOLIE S. EDROSOLAN, CPA is an Accounting company. In Daly City, California, the team specializes in Accounting.
Read more -
UndisclosedUndisclosed2 - 9Daly City, CA
Services provided
Leung, Louie, Ip & Co. LLP , an Accounting company, focuses on Accounting. The agency is based in Daly City, California.
Read more -
UndisclosedUndisclosed2 - 9Daly City, CA
Services provided
See all 1 projectsAbdullah Accounting Services Inc. is Located in Daly City, California. At tax time or any time, don't risk the hassle and stress of dealing with difficult accounting when the professionals at
Read more -
UndisclosedUndisclosed2 - 9Novato, CA
Services provided
Founded in 2010, Grace Dougan Consulting is a Business Consulting company. Their team focuses on Business Consulting and Accounting.
Read more -
UndisclosedUndisclosed2 - 9San Francisco, CA
Services provided
Nathan Lubarov, CPA is a small San Francisco, California-based Accounting company. The team focuses on Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed10 - 49Daly City, CA
Services provided
HMB Accounting Services is an Accounting company. Their small team is in Daly City, California. Their team specializes in Accounting.
Read more -
UndisclosedUndisclosed2 - 9Brisbane, CA
Services provided
Bruce A Maddox CPA is an Accounting company. Founded in 1987, their team provides Accounting.
Read more -
UndisclosedUndisclosed2 - 9San Francisco, CA
Services provided
Accounting company Axelrod & Farley Income Taxes is located in San Francisco, California. 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
37.6/40.017.6/20 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
