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.
-
UndisclosedUndisclosed10 - 49Newport Beach, CA
Services provided
In Newport Beach, California, VERTICAL ADVISORS LLP is an Accounting company. They provide Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Tustin, CA
Services provided
Takenaga, Hashizu, Jay & Co. Is an Accounting company. Founded in 1977, the company is located in Tustin, California. Their team focuses on Accounting.
Read more -
UndisclosedUndisclosed2 - 9Tustin, CA
Services provided
SSRB, LLP, an Accounting company, was launched in 2018. The team specializes in Accounting and is in Tustin, California.
Read more -
UndisclosedUndisclosed2 - 9Santa Ana, CA
Services provided
Clark & Company LLP, an Accounting company, is headquartered in Santa Ana, California. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed10 - 49Petaluma, CA
Services provided
Haas & Reaney, LLP, an Accounting company, was founded in 1996. The firm provides Accounting.
Read more -
UndisclosedUndisclosed2 - 9Redding, CA
Services provided
Timothy S. Lannoy, CPA is an Accounting company. Their small team is headquartered in Redding, California. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Angels Camp, CA
Services provided
Tribble & Ayala, Certified Public Accountants is an Accounting company in Angels Camp, California. The team offers Accounting.
Read more -
UndisclosedUndisclosed2 - 9Arnold, CA
Services provided
Small Accounting company Deborah Morris, CPA, MST, is in Arnold, California. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Turlock, CA
Services provided
Wahl, Willemse & Wilson, LLP, CPA's, an Accounting company, provide Accounting. They were launched in 1997.
Read more -
UndisclosedUndisclosed2 - 9Sonora, CA
Services provided
Small Accounting company Robert C. Davis Accountancy Corporation, is based in Sonora, California. The team provides Accounting.
Read more -
UndisclosedUndisclosed2 - 9Sonora, CA
Services provided
Wheeler & Egger CPAs, LLP is an Accounting company. They are headquartered in Sonora, California and have small team of experts. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Petaluma, CA
Services provided
Baldwin, McGaughey & Company LLP is a Petaluma, California-based Accounting company. Founded in 2011, the team specializes in Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Petaluma, CA
Services provided
TORKELSON & ASSOCIATES CPAS, LLP is a small Accounting company established in 1993. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Petaluma, CA
Services provided
Founded in 2003, North Bay CPA is a small Petaluma, California-based Accounting company. Their team offers Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Lake Elsinore, CA
Services provided
Founded in 2008, Accounting in Motion is a small Lake Elsinore, California-based Accounting company. Their team offers Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Anaheim, CA
Services provided
Founded in 2003, BRAVO TAX is a small Anaheim, California-based Accounting company. Their team focuses on Accounting.
Read more -
UndisclosedUndisclosed10 - 49Fullerton, CA
Services provided
Munson, Cronick & Associates, LLP is a small Accounting company located in Fullerton, California. The team focuses on Accounting.
Read more -
UndisclosedUndisclosed2 - 9Placentia, CA
Services provided
Financial Insight Tax Planning, Inc. Is an Accounting company. They are headquartered in Placentia, California, and their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Irvine, CA
Services provided
SMA Financial Inc. – Accounting and Tax Services, an Accounting company, is located in Irvine, California. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Buena Park, CA
Services provided
TaxCutPlus is a small Accounting company in Buena Park, California. The team specializes in Accounting.
Read more -
UndisclosedUndisclosed2 - 9Fullerton, CA
Services provided
Small Accounting company Mark J. Franco, CPA, MBA, is in Fullerton, California. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Fullerton, CA
Services provided
J. Kellogg & Company, Inc. Is an Accounting company. The Fullerton, California-based agency was founded in 2005. Their services include Accounting.
Read more -
UndisclosedUndisclosed10 - 49Brea, CA
Services provided
Founded in 1967, Miller Giangrande LLP is an Accounting company. The team focuses on Accounting and Business Consulting and is in Brea, California.
Read more -
UndisclosedUndisclosed2 - 9Fullerton, CA
Services provided
Euri L. Yoo CPA is an Accounting company. The firm is in Fullerton, California. Their team focuses on Accounting.
Read more -
UndisclosedUndisclosed2 - 9Newark, CA
Services provided
Canethics is a Newark, California-based Accounting company. They focus on Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Placentia, CA
Services provided
Keil Tax Service, an Accounting company, was launched in 1999. They specializes in Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Placentia, CA
Services provided
Vallas & Associates is an Accounting company. The firm is headquartered in Placentia, California. Their team specializes in Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Brea, CA
Services provided
Young's Tax & Financial Services is an Accounting company launched in 2005. The small team focuses on Accounting.
Read more -
UndisclosedUndisclosed2 - 9Garden Grove, CA
Services provided
David P Lavezzari Inc is an Accounting company launched in 2000. The team offers Accounting and is in Garden Grove, California.
Read more -
UndisclosedUndisclosed2 - 9Placentia, CA
Services provided
Located in Placentia, California, Sequoia Tax & Accounting Services is a small Accounting company. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Downey, CA
Services provided
SabioTax is an Accounting company. Launched in 2016, the firm is located in Downey, California. Their team provides Accounting.
Read more -
UndisclosedUndisclosed2 - 9Downey, CA
Services provided
J.E. & Associates is an Accounting company launched in 2014. The team focuses on Accounting.
Read more -
UndisclosedUndisclosed2 - 9Downey, CA
Services provided
L. P. Carreras & Associates is an Accounting company. Their small team is located in Downey, California and specializes in Accounting. The agency was founded in 1973.
Read more -
UndisclosedUndisclosed2 - 9Downey, CA
Services provided
Connie Rodriguez Professional Services, Inc. Is an Accounting company. The Downey, California-based team offers Accounting.
Read more -
UndisclosedUndisclosed2 - 9Downey, CA
Services provided
Tax Solution Center is an Accounting company. Their small team is based in Downey, California. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Cypress, CA
Services provided
Launched in 1990, Yap & Little, Inc. CPAs is an Accounting company. The team provides Accounting.
Read more -
UndisclosedUndisclosed2 - 9Downey, CA
Services provided
Tax Time 4:15 is a small Downey, California-based Accounting company. The team focuses on Accounting.
Read more -
UndisclosedUndisclosed2 - 9Covina, CA
Services provided
NBS Tax Service is an Accounting company launched in 1982. The team specializes in Accounting and Business Consulting and is located in Covina, California.
Read more -
UndisclosedUndisclosed2 - 9Placentia, CA
Services provided
Launched in 2009, MARTIR FINANCIAL GROUP is an Accounting company. The firm specializes in Accounting.
Read more -
UndisclosedUndisclosed2 - 9Anaheim, CA
Services provided
Victory Tax and Financial Services is a small Accounting company based in Anaheim, California. The team focuses on Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Santa Ana, CA
Services provided
Wolfe Solutions, Inc. Is an Accounting company. They specialize in Accounting and are located in Santa Ana, California.
Read more -
UndisclosedUndisclosed10 - 49Brea, CA
Services provided
Accounting company Sackett Financial Group was established in 1980. The agency provides Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Rowland Heights, CA
Services provided
JHL Accountancy Corp, an Accounting company, was founded in 2018. They focuses on Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed250 - 999Irvine, CA
Services provided
Accounting and Architectural Design company Walker Consultants was established in 1965. The firm specializes in Accounting and Architectural Design.
Read more -
UndisclosedUndisclosed2 - 9Brea, CA
Services provided
Silva & Silva CPAs, an Accounting company, was founded in 1974. The agency specializes in Accounting, and is small.
Read more -
UndisclosedUndisclosed2 - 9Anaheim, CA
Services provided
Nordstrom Consulting Group, Inc is an Accounting company. They are located in Anaheim, California. Their team focuses on Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Fullerton, CA
Services provided
Small Accounting company ABCompany LLC, is located in Fullerton, California. The team offers Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Fullerton, CA
Services provided
DMA Accountancy Corporation is an Accounting company launched in 2018. The small team offers Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed10 - 49Fullerton, CA
Services provided
OC FINANCIAL SERVICES INC., an Accounting company, is in Fullerton, California. Launched in 2006, the team offers Accounting.
Read more -
UndisclosedUndisclosed2 - 9Victorville, CA
Services provided
Donna J. Wells CPA is an Accounting company. The team is in Victorville, California, and 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
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
