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.
-
UndisclosedUndisclosed2 - 9San Francisco, CA
Services provided
Back Office Admin Solutions is an Accounting company. They were established in 2014, and their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Los Angeles, CA
Services provided
Carlisle Dorafshani Wohl & Associates, Inc. Is an Accounting company. They are in Los Angeles, California, and their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9San Francisco, CA
Services provided
RDMS Group is an Accounting company. They offer Accounting and were launched in 2014. The firm is located in San Francisco, California.
Read more -
UndisclosedUndisclosed10 - 49Los Angeles, CA
Services provided
Streitfeld Accounting is a Los Angeles, California-based Accounting company. They specialize in Accounting.
Read more -
UndisclosedUndisclosed2 - 9San Francisco, CA
Services provided
Sutro Li, an Accounting company, was founded in 2009. The company focuses on Accounting.
Read more -
UndisclosedUndisclosed50 - 249Irvine, CA
Services provided
KBF CPAs is an Accounting company. They are located in Seattle, Washington and Irvine, California and have midsize team of experts. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Simi Valley, CA
Services provided
In Simi Valley, California, Jeri Miller EA is a small Accounting company. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9San Francisco, CA
Services provided
Vezeris & Ehrlich, Inc. Is an Accounting company. Located in San Francisco, California, the agency was launched in 2014. Their team specializes in Accounting.
Read more -
UndisclosedUndisclosed2 - 9Simi Valley, CA
Services provided
In Simi Valley, California, Simi Valley Chamber of Commerce is a small Accounting and Business Consulting company. The team offers Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed10 - 49Los Angeles, CA
Services provided
Grobstein Teeple LLP is a Los Angeles, California-based Accounting company. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Los Angeles, CA
Services provided
Blankstein & Company is an Accounting company. Launched in 1983, the company offers Accounting.
Read more -
UndisclosedUndisclosed2 - 9San Francisco, CA
Services provided
Founded in 2006, Cortes Tax Service is an Accounting company. The company focuses on Accounting, and is small.
Read more -
UndisclosedUndisclosed2 - 9Los Angeles, CA
Services provided
Mizz Bizz Management is an Accounting company based in Los Angeles, California. They specialize in Accounting.
Read more -
UndisclosedUndisclosed10 - 49Los Angeles, CA
Services provided
Berliner and Company Certified Public Accountants is an Accounting company. The Los Angeles, California-based team provides Accounting.
Read more -
UndisclosedUndisclosed2 - 9Los Angeles, CA
Services provided
Launched in 1986, DAVID B. NEWMAN, C.P.A., INC., a small Accounting company, is headquartered in Los Angeles, California. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9San Francisco, CA
Services provided
Founded in 1987, Alan Steger Tax Service, a small Accounting company, is located in San Francisco, California. Their team provides Accounting.
Read more -
UndisclosedUndisclosed2 - 9Los Angeles, CA
Services provided
WongHolland, LLP, an Accounting company, was founded in 2010. They focuses on Accounting and Business Consulting.
Read more -
UndisclosedUndisclosedFreelancerSan Francisco, CA
Services provided
Launched in 2002, Lindi Business Services, a small Accounting company, is headquartered in San Francisco, California. Their team provides Accounting.
Read more -
UndisclosedUndisclosed2 - 9Los Angeles, CA
Services provided
Larry Negrin, CPA, an Accounting company, specialize in Accounting. They were launched in 1988.
Read more -
UndisclosedUndisclosed2 - 9Oak Park, CA
Services provided
The Goldhill Group, an Accounting and Business Consulting company, was established in 2000. Located in Oak Park, California, the team focuses on Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Simi Valley, CA
Services provided
Focus Agency, an Accounting and Business Consulting company, was established in 1984. The company focuses on Accounting and Business Consulting, and is small.
Read more -
UndisclosedUndisclosed2 - 9Simi Valley, CA
Services provided
Brandon Sua & Associates, a small Accounting company, is based in Simi Valley, California. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Los Angeles, CA
Services provided
Evexia Counseling & Consulting is an Accounting company. They are in Los Angeles, California and have small team. They offer Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Los Angeles, CA
Services provided
Berkson Asset Management is an Accounting company founded in 1995. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Los Angeles, CA
Services provided
Takata & Marzalek Inc is an Accounting company headquartered in Los Angeles, California. They focus on Accounting.
Read more -
UndisclosedUndisclosedFreelancerSan Francisco, CA
Services provided
Small Accounting company Jolicoeur & Associates, is located in San Francisco, California. The team offers Accounting.
Read more -
UndisclosedUndisclosed10 - 49Westlake Village, CA
Services provided
Perry Hay, LLP is an Accounting company. Their small team of employees is based in Westlake Village, California. Their team specializes in Accounting.
Read more -
UndisclosedUndisclosed2 - 9San Francisco, CA
Services provided
Ma CPA Inc. Is a small Accounting company located in San Francisco, California. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9San Francisco, CA
Services provided
Records In Order, an Accounting company, offer Accounting. They were founded in 2006.
Read more -
UndisclosedUndisclosed2 - 9Los Angeles, CA
Services provided
TBK Tax & Financial Services, Inc., an Accounting company, is located in Los Angeles, California. Established in 2009, the team provides Accounting.
Read more -
UndisclosedUndisclosed2 - 9Thousand Oaks, CA
Services provided
First Capital Benefit Advisors, Inc is a small Accounting company based in Thousand Oaks, California. Their services include Accounting.
Read more -
UndisclosedUndisclosed10 - 49Roseville, CA
Services provided
Accounting Practice Sales is an Accounting company. They are in Roseville, California and have small team. Their team offers Accounting.
Read more -
UndisclosedUndisclosed2 - 9Simi Valley, CA
Services provided
HLW Tax & Financial Services, a small Accounting company, is based in Simi Valley, California. The team offers Accounting.
Read more -
UndisclosedUndisclosed2 - 9Los Angeles, CA
Services provided
I Am Management Solution LLC. Is an Accounting and HR Consulting company. Their small team is located in Los Angeles, California. Their services include Accounting and HR Consulting.
Read more -
UndisclosedUndisclosed2 - 9Newport Beach, CA
Services provided
EA Tax Resolutions is an Accounting company. Established in 2016, their team provides Accounting.
Read more -
UndisclosedUndisclosed2 - 9Thousand Oaks, CA
Services provided
Premier Tax & Finance is an Accounting company. They are in Thousand Oaks, California and have small team. Their team offers Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Simi Valley, CA
Services provided
In Simi Valley, California, Prosperra Financial is an Accounting company. Founded in 2009, the team provides Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Los Angeles, CA
Services provided
William M. Galvin, CPA is an Accounting company. Headquartered in Los Angeles, California, the firm was founded in 1998. Their team specializes in Accounting.
Read more -
UndisclosedUndisclosed2 - 9Simi Valley, CA
Services provided
AvailMED Solutions, a small Accounting company, is located in Simi Valley, California. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Carlsbad, CA
Services provided
STERLING TAX GROUP INC, a small Accounting company, is headquartered in Carlsbad, California. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Los Angeles, CA
Services provided
Omni Legal Group is an Accounting company. Located in Los Angeles, California, their team offers Accounting.
Read more -
UndisclosedUndisclosed10 - 49Simi Valley, CA
Services provided
Winthco Wealth Management is an Accounting company. They focus on Accounting and were founded in 1980.
Read more -
UndisclosedUndisclosed2 - 9Los Angeles, CA
Services provided
Established in 2000, Super Eye Investigations, a small Accounting company, is headquartered in Los Angeles, California. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Los Angeles, CA
Services provided
Established in 2001, NarayanCPA is an Accounting company. The team specializes in Accounting.
Read more -
UndisclosedUndisclosed2 - 9Los Angeles, CA
Services provided
Accounting company Alvin J. Brown, CPA is in Los Angeles, California. They specialize in Accounting and Business Consulting and were founded in 1992.
Read more -
UndisclosedUndisclosed2 - 9Los Angeles, CA
Services provided
CB Income Tax, an Accounting company, provide Accounting. They were founded in 2008.
Read more -
UndisclosedUndisclosed2 - 9Los Angeles, CA
Services provided
Gantman & Associates, a small Accounting company, is located in Los Angeles, California. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Calabasas, CA
Services provided
Based in Calabasas, California, SHANE FINANCIAL is an Accounting company. Founded in 2005, the team provides Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Los Angeles, CA
Services provided
ActNow Business Solutions Group is an Accounting company established in 2003. The firm specializes in Accounting and Business Consulting, and is small.
Read more -
UndisclosedUndisclosed2 - 9Los Angeles, CA
Services provided
Accounting company Fastlane Accounting, LLC was launched in 2016. The team focuses on Accounting and is located in Los Angeles, 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
37.6/40.017.6/20 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
