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 - 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 -
UndisclosedUndisclosed2 - 9Bonita, CA
Services provided
Located in Bonita, California, Araceli C. Rivera, CPA is a small Accounting company. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Chula Vista, CA
Services provided
Aguilera & Associates Bookkeeping & Tax Services is a small Accounting company headquartered in Chula Vista, California. The team specializes in Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Chula Vista, CA
Services provided
Established in 2004, Hernandez Tax Services is an Accounting company. Their team specializes in Accounting.
Read more -
UndisclosedUndisclosed2 - 9Chula Vista, CA
Services provided
Accounting company RobinStar Tax Consultants, Inc. Was launched in 1991. The team specializes in Accounting.
Read more -
UndisclosedUndisclosed2 - 9Chula Vista, CA
Services provided
Amelia Palomo & Associates Inc. Is an Accounting company. They offer Accounting and were founded in 1991.
Read more -
UndisclosedUndisclosed10 - 49Chula Vista, CA
Services provided
Walter Lacayo Business Services, a small Accounting company, is located in Chula Vista, California. The team offers Accounting.
Read more -
UndisclosedUndisclosed2 - 9Chula Vista, CA
Services provided
D'Ruiz Services is a small Accounting company in Chula Vista, California. The team focuses on Accounting.
Read more -
UndisclosedUndisclosed2 - 9Chula Vista, CA
Services provided
A&R Immigration and Tax Services is an Accounting company. They are headquartered in Chula Vista, California and have small team. Their services include Accounting and Financial Advising & Planning.
Read more -
UndisclosedUndisclosed2 - 9Costa Mesa, CA
Services provided
Prizer & Flores CPA's is an Accounting company. Their small team is in Costa Mesa, California. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Pomona, CA
Services provided
In Pomona, California, Claremont Tax & Accounting is a small Accounting company. The team offers Accounting.
Read more -
UndisclosedUndisclosed2 - 9Chula Vista, CA
Services provided
Turner Accountancy is an Accounting company. They are headquartered in Chula Vista, California and have small team. Their team specializes in Accounting.
Read more -
UndisclosedUndisclosed2 - 9Chula Vista, CA
Services provided
Veth Tax Services, Inc, a small Accounting company, is located in Chula Vista, California. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Imperial Beach, CA
Services provided
South Bay Tax Services, a small Accounting company, is located in Imperial Beach, California. The team provides Accounting.
Read more -
UndisclosedUndisclosed2 - 9Chula Vista, CA
Services provided
Fimbres Consulting Group Inc, an Accounting company, is based in Chula Vista, California. They provide Accounting and Business Consulting and were established in 1993.
Read more -
UndisclosedUndisclosed2 - 9Imperial Beach, CA
Services provided
Nakawatase & Kaminsky, CPAs is an Accounting company. They are in Imperial Beach, California. Their team offers Accounting and Corporate Training & Coaching.
Read more -
UndisclosedUndisclosed2 - 9Pomona, CA
Services provided
Francisco Espinosa & Company is an Accounting company. Their small team is in Pomona, California. Their team provides Accounting.
Read more -
UndisclosedUndisclosed2 - 9Pomona, CA
Services provided
All Year Tax & Accounting Service is an Accounting company. Their small team is headquartered in Pomona, California. Their team specializes in Accounting.
Read more -
UndisclosedUndisclosed2 - 9Chula Vista, CA
Services provided
CBC Inc. Is an Accounting company. Their small team is located in Chula Vista, California. Their team offers Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Lake Forest, CA
Services provided
Founded in 1979, Hal Brand CPA is an Accounting company. Headquartered in Lake Forest, California, the team specializes in Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed10 - 49Costa Mesa, CA
Services provided
BELDEN, HIRAMOTO, LIU & CO., LLP is a Costa Mesa, California-based Accounting company. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Huntington Beach, CA
Services provided
CROSSCOR Valuations & Forensics Inc. Is an Accounting company. Their team is located in Huntington Beach, California and specializes in Accounting.
Read more -
UndisclosedUndisclosed2 - 9Lakewood, CA
Services provided
Founded in 2017, Aguila Accounting, Inc., a small Accounting company, is based in Lakewood, California. Their team provides Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Lakewood, CA
Services provided
AccountSense, an Accounting and Finance & Accounting Outsourcing (FAO) company, is in Lakewood, California. The team offers Accounting and Finance & Accounting Outsourcing (FAO).
Read more -
UndisclosedUndisclosedFreelancerLakewood, CA
Services provided
Headquartered in Lakewood, California, Armando Almazan Tax Services is an Accounting company. The team focuses on Accounting.
Read more -
UndisclosedUndisclosed2 - 9Irvine, CA
Services provided
Heimler & Associates, CPA is an Accounting company. The team focuses on Accounting, and the firm is based in Irvine, California.
Read more -
UndisclosedUndisclosed2 - 9Lakewood, CA
Services provided
P & P Advanced Tax Service, a small Accounting company, is in Lakewood, California. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Lakewood, CA
Services provided
Dutil's Income Tax Services, an Accounting company, was established in 1972. The company offers Accounting, and is small.
Read more -
UndisclosedUndisclosed2 - 9Lakewood, CA
Services provided
Pollaro & Associates is an Accounting company. The agency is located in Lakewood, California. Their team focuses on Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Lakewood, CA
Services provided
Top Tax Pros Inc is an Accounting company. The team offers Accounting and is based in Lakewood, California.
Read more -
UndisclosedUndisclosed10 - 49Newport Beach, CA
Services provided
SGI Forensic is an Accounting company. They were founded in 2011 and provide Accounting.
Read more -
UndisclosedUndisclosed2 - 9Lakewood, CA
Services provided
Barrad & Shilling Accountancy is a small Lakewood, California-based Accounting company. The team specializes in Accounting.
Read more -
UndisclosedUndisclosed10 - 49Costa Mesa, CA
Services provided
In Costa Mesa, California, Olmsted & Associates is a small Accounting company. The team specializes in Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed10 - 49Irvine, CA
Services provided
Established in 2006, PK LLP is an Accounting company. The small team provides Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Newport Beach, CA
Services provided
Launched in 1993, Gray Proctor & McMannis Certified Public Accountants is an Accounting company. The team provides Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Newport Beach, CA
Services provided
Dave Tax is an Accounting company. They were launched in 1988 and focus on Accounting.
Read more -
UndisclosedUndisclosed2 - 9Long Beach, CA
Services provided
HENRY IGBOKE is a small Accounting company. They offer Accounting and Business Consulting and were founded in 1995.
Read more -
UndisclosedUndisclosed2 - 9Fountain Valley, CA
Services provided
Superior Tax Solutions, Inc. Is an Accounting company founded in 2003. The team provides Accounting and is in Fountain Valley, California.
Read more -
UndisclosedUndisclosed2 - 9Fountain Valley, CA
Services provided
Lawrence Russell, CPA, EA is an Accounting company. The Fountain Valley, California-based company was established in 1980. Their team specializes in Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed10 - 49Cypress, CA
Services provided
Murphy, Murphy & Murphy, CPAs is an Accounting company founded in 1980. The small team provides Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Fountain Valley, CA
Services provided
ATSOURCE is a Fountain Valley, California-based Accounting company. The team provides Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Seal Beach, CA
Services provided
Green Zahn & Associates is an Accounting company. The team provides Accounting and Business Consulting and is in Seal Beach, California.
Read more -
UndisclosedUndisclosed2 - 9Garden Grove, CA
Services provided
Bobrosky Accountancy Corp. Is an Accounting company located in Garden Grove, California. The team specializes in Accounting.
Read more -
UndisclosedUndisclosed2 - 9Fountain Valley, CA
Services provided
Sales Tax Resource Group, an Accounting company, was established in 1999. The team specializes in Accounting and is located in Fountain Valley, California.
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 -
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
26.2/40.017.2/20 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 -
$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+$150 - $199 / hr10 - 49Irvine, CA
Ability to deliver
22.4/40.017.8/20 Reviews0/10 Clients & Experience4.6/10 Market PresenceService focus
20% Accounting80% 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
20.2/40.016.2/20 Reviews0/10 Clients & Experience4/10 Market PresenceService focus
10% Accounting90% Other
