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 that specializes in branding, web development, and digital marketing strategies, particularly within the fintech and financial services sectors. Across the reviews, 100% of clients praised their project management, noting timely and effective communication. Approximately 83% highlighted CSTMR's ability to deliver impressive results, such as tripled website traffic and enhanced brand positioning. The consistent theme in feedback emphasized their deep industry knowledge and commitment to client success.
$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 - 49Pasadena, CA
Services provided
Goehner Accountancy is a small Accounting company. They provide Accounting and were established in 1965.
Read more -
UndisclosedUndisclosed2 - 9Los Angeles, CA
Services provided
Accounting company Leonard & Sefilyan, LLP focuses on Accounting. They were established in 2015.
Read more -
UndisclosedUndisclosed2 - 9Glendale, CA
Services provided
Margaryan & Associates is an Accounting company. Launched in 2010, their team offers Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Burbank, CA
Services provided
H.N.R. Clark is an Accounting company. In Burbank, California, their small team offers Accounting. The agency was launched in 2016.
Read more -
UndisclosedUndisclosed2 - 9Burbank, CA
Services provided
Moore & Paquette Tax Group is an Accounting company founded in 1986. The team offers Accounting and Business Consulting and is based in Burbank, California.
Read more -
UndisclosedUndisclosed10 - 49San Dimas, CA
Services provided
Raven Paul & Co. Is an Accounting company. Founded in 1980, the agency is located in San Dimas, California. Their team offers Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Vista, CA
Services provided
Plaza Tax Service, a small Accounting company, is located in Vista, California. The team provides Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed10 - 49Burbank, CA
Services provided
Sloan Professional Services, LLC is an Accounting company. Their small team of employees is in Burbank, California. Their team focuses on Accounting and HR Consulting.
Read more -
UndisclosedUndisclosed2 - 9Los Angeles, CA
Services provided
Susan James & Associates, Inc. Is an Accounting company. They are headquartered in Los Angeles, California. Their team specializes in Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Burbank, CA
Services provided
Established in 2016, Server & Associates, LLP is an Accounting company. The company offers Accounting.
Read more -
UndisclosedUndisclosed2 - 9Burbank, CA
Services provided
Located in Burbank, California, Neumeister & Associates, Inc. Is an Accounting company. They offer Accounting and Business Consulting and were launched in 2017.
Read more -
UndisclosedUndisclosed2 - 9Burbank, CA
Services provided
Tesoro & Associates, CPA′s, an Accounting company, was launched in 2005. The small team offers Accounting.
Read more -
UndisclosedUndisclosed2 - 9Burbank, CA
Services provided
John P. Sands, CPA AAC is an Accounting company. Launched in 1997, the agency is headquartered in Burbank, California. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Burbank, CA
Services provided
Caven & Associates, Inc. Is a Burbank, California-based Accounting company. They offer Accounting and were founded in 1977.
Read more -
UndisclosedUndisclosed10 - 49Burbank, CA
Services provided
Accounting company Benadon Shapiro Villalobos, CPA's is located in Burbank, California. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Burbank, CA
Services provided
A J HOLT, INC., an Accounting company, is in Burbank, California. They provide Accounting.
Read more -
UndisclosedUndisclosed2 - 9Walnut Creek, CA
Services provided
Joel S. Smith & Associates, MST, CPA, CMA is an Accounting company. Their team is headquartered in Walnut Creek, California. The firm offers Accounting.
Read more -
UndisclosedUndisclosed2 - 9Burbank, CA
Services provided
Morton Alan Haas & Co., an Accounting company, focus on Accounting and Business Consulting. They were established in 1949.
Read more -
UndisclosedUndisclosed2 - 9Walnut Creek, CA
Services provided
Based in Walnut Creek, California, Lippman & Associates CPA's is an Accounting company. Founded in 1974, the team specializes in Accounting.
Read more -
UndisclosedUndisclosed10 - 49Walnut Creek, CA
Services provided
BHLF LLP is an Accounting company. Their small team is based in Walnut Creek, California. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Walnut Creek, CA
Services provided
Elsberg & Garrett, LLP is an Accounting company. Headquartered in Walnut Creek, California, their team offers Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed10 - 49Walnut Creek, CA
Services provided
TYS, LLP is a small Walnut Creek, California-based Accounting company. The team specializes in Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Walnut Creek, CA
Services provided
Hansell & Associates, LLP is an Accounting company. They are located in Walnut Creek, California, and their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed10 - 49Walnut Creek, CA
Services provided
Accounting company Ernst Wintter & Associates LLP is based in Walnut Creek, California. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Oxnard, CA
Services provided
Sarita Sharma, CPA is an Accounting company. The agency is located in Oxnard, California. Their team offers Accounting.
Read more -
UndisclosedUndisclosed2 - 9Oxnard, CA
Services provided
A B Tax Service - John Bazaldua E.A. Is an Accounting company. The team offers Accounting, and the agency is based in Oxnard, California.
Read more -
UndisclosedUndisclosed2 - 9Oxnard, CA
Services provided
Headquartered in Oxnard, California, ASB TAX & ACCOUNTING is a small Accounting company. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Walnut Creek, CA
Services provided
Accounting company Johnson, Hankins, MacDonald, Kimball & Co. Specializes in Accounting and Business Consulting. They are based in Walnut Creek, California.
Read more -
UndisclosedUndisclosed2 - 9Walnut Creek, CA
Services provided
Don H Wayne EA Tax Services & Business Consulting Inc. Is an Accounting company founded in 1998. The team focuses on Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Walnut Creek, CA
Services provided
Stegner & Associates CPAS P.C. Is a Walnut Creek, California-based Accounting company. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Ventura, CA
Services provided
Miles Bookkeeping Accounting Tax Services is a small Ventura, California-based Accounting company. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Oxnard, CA
Services provided
Launched in 2012, Debbie's Tax Service is a small Accounting company headquartered in Oxnard, California. Their team specializes in Accounting and Litigation Support Services.
Read more -
UndisclosedUndisclosed2 - 9Ventura, CA
Services provided
Accounting company Attema Public Accounting is in Ventura, California. They offer Accounting and Business Consulting and were launched in 2017.
Read more -
UndisclosedUndisclosed2 - 9Ventura, CA
Services provided
Teresa D. Gruber, CPA is an Accounting company. The team is located in Ventura, California, and their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Camarillo, CA
Services provided
Accounting company Van Houten Tax & Business Solutions, Inc. Offers Accounting and Business Consulting. They were launched in 2015.
Read more -
UndisclosedUndisclosed10 - 49Oxnard, CA
Services provided
Pacific View Tax & Financial LLC is an Accounting company. Their small team is located in Oxnard, California. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Fountain Valley, CA
Services provided
Founded in 1979, Alex A. Accetta, CPA & Associates, Inc. Is a small Fountain Valley, California-based Accounting company. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Irvine, CA
Services provided
Launched in 2009, Yi & Co. CPA is an Accounting company. The team offers Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Costa Mesa, CA
Services provided
Weyer, Crellin & Custer is an Accounting company. Launched in 1976, their team provides Accounting.
Read more -
UndisclosedUndisclosed2 - 9Costa Mesa, CA
Services provided
Accounting company Khan & Associates CPA is based in Costa Mesa, California. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed10 - 49Newport Beach, CA
Services provided
Accounting company MEHNER CERTIFIED PUBLIC ACCOUNTANTS was launched in 2017. The small team focuses on Accounting.
Read more -
UndisclosedUndisclosed2 - 9Chula Vista, CA
Services provided
Greg Martinez, CPA is an Accounting company. The Chula Vista, California-based firm was founded in 1986. Their team offers Accounting.
Read more -
UndisclosedUndisclosed2 - 9Chula Vista, CA
Services provided
Armando Martinez & Co. CPAs, a small Accounting company, is based in Chula Vista, California. The team focuses on Accounting.
Read more -
UndisclosedUndisclosed2 - 9Chula Vista, CA
Services provided
Ordel & Ordel is an Accounting company. Their small team is in Chula Vista, California. Their team provides Accounting.
Read more -
UndisclosedUndisclosed2 - 9Chula Vista, CA
Services provided
Small Accounting company Rufino Reyes Magpayo, CPA, is headquartered in Chula Vista, California. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Chula Vista, CA
Services provided
Small Accounting company MONTANO | Tax & CPA, is in Chula Vista, California. The team provides Accounting.
Read more -
UndisclosedUndisclosed2 - 9Chula Vista, CA
Services provided
Bullen, Ruch & Neller LLC is a small Accounting company headquartered in Chula Vista, California. The team offers Accounting.
Read more -
UndisclosedUndisclosed10 - 49Irvine, CA
Services provided
Smith Dickson, an Accountancy Corporation is an Accounting company. The small Irvine, California-based team provides Accounting and Business Consulting. The firm was launched in 1982.
Read more -
UndisclosedUndisclosed2 - 9Chula Vista, CA
Services provided
Founded in 1995, JRG TAX SERVICE is an Accounting company. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Chula Vista, CA
Services provided
Professional Tax Group is a small Chula Vista, California-based Accounting company. Their services include 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
38.4/40.018.4/20 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 -
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 -
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
26.4/40.017.4/20 Reviews0/10 Clients & Experience9/10 Market PresenceService focus
25% Accounting10% Financial Advising & Planning65% Other -
$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
