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.
-
UndisclosedUndisclosed2 - 9Los Angeles, CA
Services provided
Premier Accounting & Tax Services, Inc is an Accounting company. The Los Angeles, California-based team focuses on Accounting.
Read more -
UndisclosedUndisclosed2 - 9San Diego, CA
Services provided
Schwartz & Schwartz is an Accounting company. They provide Accounting and were founded in 2014.
Read more -
UndisclosedUndisclosed2 - 9Westlake Village, CA
Services provided
Fintegrity Group, P.C. Is an Accounting company. The Westlake Village, California-based company specializes in Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Santee, CA
Services provided
Kagan & Associates, CPA is a small Santee, California-based Accounting and Business Consulting company. The team offers Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Westlake Village, CA
Services provided
Founded in 2009, Allan Guttentag, CPA is an Accounting company. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Westlake Village, CA
Services provided
Accounting company FRIDMAN & ASSOCIATES provides Accounting. They were established in 2018.
Read more -
UndisclosedUndisclosed2 - 9Westlake Village, CA
Services provided
Barmache & Alford, LLP is a small Accounting company established in 2009. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Thousand Oaks, CA
Services provided
Hinricher & Cousino, LLP, an Accounting company, is in Thousand Oaks, California. The team focuses on Accounting.
Read more -
UndisclosedUndisclosed10 - 49Thousand Oaks, CA
Services provided
Sparks & Company, Inc. Is an Accounting company. They specialize in Accounting and were founded in 2016. The company is headquartered in Thousand Oaks, California.
Read more -
UndisclosedUndisclosed2 - 9Alameda, CA
Services provided
Laurel J. Sullivan, CPA, Inc. Is an Accounting company. Their small team is in Alameda, California and specializes in Accounting. The firm was established in 2012.
Read more -
UndisclosedUndisclosed2 - 9Walnut Creek, CA
Services provided
TL Squared is an Accounting company established in 2018. The team specializes in Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Albany, CA
Services provided
Apex Tax and Accounting Services, a small Accounting company, is located in Albany, California. Their services include Accounting.
Read more -
UndisclosedUndisclosed10 - 49Albany, CA
Services provided
KOPMAN, INC. Is an Accounting company. Based in Albany, California, the company offers Accounting.
Read more -
UndisclosedUndisclosed2 - 9El Cerrito, CA
Services provided
Meseret Y. Zeleke, CPA is a small Accounting company. They focus on Accounting and were founded in 2005.
Read more -
UndisclosedUndisclosed2 - 9Berkeley, CA
Services provided
Richard J. Arnason, CPA is an Accounting company. They were founded in 2000, and their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9El Sobrante, CA
Services provided
Founded in 2004, Summerville & Associates, a small Accounting company, is located in El Sobrante, California. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Emeryville, CA
Services provided
Michael Steele, CPA is an Accounting company. In Emeryville, California, the team specializes in Accounting.
Read more -
UndisclosedUndisclosed2 - 9La Mesa, CA
Services provided
Forthright, a small Accounting and Business Consulting company, is based in La Mesa, California. The team specializes in Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9San Diego, CA
Services provided
Chen & Widner, CPA LLP is a small Accounting and Business Consulting company in San Diego, California. The team offers Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed10 - 49City of Industry, CA
Services provided
ZD CONSULTING GROUP is an Accounting company founded in 2015. The small team specializes in Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed10 - 49City of Industry, CA
Services provided
Accounting company Sue Yen Leo, CPA, An Accountancy Corporation is located in City of Industry, California. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9San Gabriel, CA
Services provided
HJ Tax & Accounting is a small San Gabriel, California-based Accounting company. The team offers Accounting.
Read more -
UndisclosedUndisclosed2 - 9Los Angeles, CA
Services provided
Global First Accounting Group is a small Accounting company. They focus on Accounting and were founded in 2018.
Read more -
UndisclosedUndisclosed2 - 9Beverly Hills, CA
Services provided
Vace & Company, CPA is an Accounting company. Their small team is based in Beverly Hills, California. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Los Angeles, CA
Services provided
Established in 2014, Pierre Accounting is a small Accounting company. Their team offers Accounting.
Read more -
UndisclosedUndisclosed2 - 9Los Angeles, CA
Services provided
Launched in 2005, Weissman Accounting is an Accounting company. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Alhambra, CA
Services provided
New Eastern Accountancy Service, an Accounting company, was founded in 2018. The team offers Accounting.
Read more -
UndisclosedUndisclosed2 - 9Pasadena, CA
Services provided
MacVaugh&Co. Commercial Real Estate is a small Pasadena, California-based Commercial Brokerage Services company. Their services include Commercial Brokerage Services and Commercial Financing.
Read more -
UndisclosedUndisclosed2 - 9San Gabriel, CA
Services provided
1040 Tax Firm, a small Accounting company, is headquartered in San Gabriel, California. The team provides Accounting.
Read more -
UndisclosedUndisclosed2 - 9Fremont, CA
Services provided
Accounting company AAA American CPA, INC specializes in Accounting. They are based in Fremont, California.
Read more -
UndisclosedUndisclosed2 - 9Citrus Heights, CA
Services provided
Whisler Bookkeeping & Tax Services is an Accounting company. Their small team is in Citrus Heights, California and offers Accounting. The agency was founded in 2004.
Read more -
UndisclosedUndisclosed2 - 9Aliso Viejo, CA
Services provided
AXIS Accounting Solutions, LLC, an Accounting company, is based in Aliso Viejo, California. They focus on Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Aliso Viejo, CA
Services provided
Clarity Group Financial - CPA's an Accounting Firm, a small Accounting company, is in Aliso Viejo, California. The team specializes in Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed10 - 49Aliso Viejo, CA
Services provided
Small Accounting company NumbersFigured, is headquartered in Aliso Viejo, California. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed10 - 49Laguna Beach, CA
Services provided
Daniel Dubois CPA & Company Inc is an Accounting company. Their team is headquartered in Laguna Beach, California. The firm offers Accounting.
Read more -
UndisclosedUndisclosed10 - 49Aliso Viejo, CA
Services provided
The Garret Group, LLC is a small Accounting company established in 2007. Their team specializes in Accounting.
Read more -
UndisclosedUndisclosed2 - 9San Jose, CA
Services provided
Small Accounting company SM Law Associates, PC, is located in San Jose, California. The team focuses on Accounting.
Read more -
UndisclosedUndisclosed10 - 49Torrance, CA
Services provided
Accounting and Business Consulting company Amir & Associates CPA, Inc. Was established in 2008. Based in Torrance, California, the team provides Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9San Clemente, CA
Services provided
Morey CPA & Associates, Inc., a small Accounting company, is located in San Clemente, California. The team specializes in Accounting.
Read more -
UndisclosedUndisclosedFreelancerDanville, CA
Services provided
CalBay Investments is an Accounting company. Their small team is headquartered in Danville, California. Their services include Accounting.
Read more -
UndisclosedUndisclosed10 - 49Tahoe City, CA
Services provided
Located in Tahoe City, California, McClintock Accountancy Corporation is a small Accounting company. The team offers Accounting.
Read more -
UndisclosedUndisclosed2 - 9Brea, CA
Services provided
Bates Coughtry Reiss LLP is a small Accounting company. Founded in 1967, the team focuses on Accounting.
Read more -
UndisclosedUndisclosed2 - 9San Jose, CA
Services provided
Principle Tax and Accounting, a small Accounting and Business Consulting company, is headquartered in San Jose, California. The team specializes in Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9San Jose, CA
Services provided
Evergreen Accountancy is a small San Jose, California-based Accounting company. The team provides Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Aliso Viejo, CA
Services provided
PAULA SIMEONE, CPA, INC. Is an Accounting company. The Aliso Viejo, California-based firm specializes in Accounting.
Read more -
UndisclosedUndisclosedFreelancerCampbell, CA
Services provided
A Reliable Bookkeeping Service, an Accounting company, was established in 2005. They offers Accounting.
Read more -
UndisclosedUndisclosed2 - 9Soquel, CA
Services provided
Summit Accountancy Group Inc. Is an Accounting and Business Consulting company. The Soquel, California-based company provides Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9San Jose, CA
Services provided
Rosbrugh Accountancy Corporation is a small Accounting and Business Consulting company located in San Jose, California. The team focuses on Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Rancho Santa Margarita, CA
Services provided
Accounting company ANKIT CONSULTING SERVICES INC. Is headquartered in Rancho Santa Margarita, California. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9San Jose, CA
Services provided
Snow Bittleston Hartman Fong & Associates, Inc. Is a small Accounting company headquartered in San Jose, California. 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
