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 - 9Pleasant Hill, CA
Services provided
Timothy F. Brophy, CPA, MBA is an Accounting company headquartered in Pleasant Hill, California. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed10 - 49Pleasant Hill, CA
Services provided
Accounting company Johnston Gremaux & Rossi, LLP was established in 1973. The small team provides Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Pleasant Hill, CA
Services provided
Accounting company Arlene K. Mose, CPA focuses on Accounting. They are based in Pleasant Hill, California.
Read more -
UndisclosedUndisclosed2 - 9San Rafael, CA
Services provided
Accounting company ROBERT BROWNSTEIN CPA is headquartered in San Rafael, California. They specialize in Accounting.
Read more -
UndisclosedUndisclosed10 - 49San Rafael, CA
Services provided
Founded in 1986, Perotti & Carrade, CPAs is an Accounting company. Their team offers Accounting.
Read more -
UndisclosedUndisclosed2 - 9Orinda, CA
Services provided
Clay, Millias & Co., LLP is an Orinda, California-based Accounting company. They offer Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9San Rafael, CA
Services provided
Donna Cohen, CPA, a small Accounting company, is based in San Rafael, California. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Pleasant Hill, CA
Services provided
Located in Pleasant Hill, California, Strand Boyce O’Shaughnessy CPAs, Inc is an Accounting company. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9San Rafael, CA
Services provided
Accounting company Michael W. Whipple was established in 1977. The team offers Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Walnut Creek, CA
Services provided
Burak & Associates CPAs is an Accounting company. They are headquartered in Walnut Creek, California and have small team. They offer Accounting.
Read more -
UndisclosedUndisclosed2 - 9San Rafael, CA
Services provided
Established in 1973, Richard K. Chinlund, CPA is a small Accounting company. Their services include Accounting.
Read more -
UndisclosedUndisclosed10 - 49San Rafael, CA
Services provided
Eckhoff and Company is an Accounting company. Launched in 1955, the firm is located in San Rafael, California. Their team specializes in Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Los Angeles, CA
Services provided
Dovid Einstein, CPA is an Accounting company. Their small team of employees is based in Los Angeles, California. Their team focuses on Accounting.
Read more -
UndisclosedUndisclosedFreelancerLos Angeles, CA
Services provided
Founded in 2007, Wander CPA, a small Accounting and Business Consulting company, is headquartered in Los Angeles, California. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Los Angeles, CA
Services provided
Harvey K. Hihara, CPA is a small Accounting company based in Los Angeles, California. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Los Angeles, CA
Services provided
KSH CPA is an Accounting and Business Consulting company. They focus on Accounting and Business Consulting and were founded in 2007. The company is based in Los Angeles, California.
Read more -
UndisclosedUndisclosed2 - 9Napa, CA
Services provided
The Small Biz Chic & Co., an Accounting company, is in Napa, California. Established in 2009, the team specializes in Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Napa, CA
Services provided
Ranch Tax Service is an Accounting company. The team is in Napa, California, and their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Martinez, CA
Services provided
Accounting company Fucito, Giaccio & Associates was founded in 1985. Located in Martinez, California, the team offers Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Napa, CA
Services provided
Based in Napa, California, Green Valley Taxes is an Accounting company. The team provides Accounting.
Read more -
UndisclosedUndisclosed2 - 9Napa, CA
Services provided
Alternative Solutions is a small Accounting company based in Napa, California. The team offers Accounting.
Read more -
UndisclosedUndisclosed2 - 9Napa, CA
Services provided
Accounting company Vintners Accounting Services is headquartered in Napa, California. The team provides Accounting.
Read more -
UndisclosedUndisclosed2 - 9Napa, CA
Services provided
PEAR Accounting Solutions, an Accounting company, is located in Napa, California. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Napa, CA
Services provided
Accounting company Completax Planning, Inc offers Accounting and Business Consulting. They were launched in 1981.
Read more -
UndisclosedUndisclosed2 - 9Napa, CA
Services provided
Benchmark Bookkeeping & Business Services, an Accounting company, is headquartered in Napa, California. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Napa, CA
Services provided
Davis, Campbell & Hollister is a small Napa, California-based Accounting company. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Napa, CA
Services provided
Knutson Curry & Associates is an Accounting company. Their team is in Napa, California. The firm provides Accounting.
Read more -
UndisclosedUndisclosed2 - 9Napa, CA
Services provided
Jorad and Company, a Business Consulting company, was launched in 1984. The team specializes in Business Consulting and Accounting and is headquartered in Napa, California.
Read more -
UndisclosedUndisclosed2 - 9Napa, CA
Services provided
Davide Cervone CPA is an Accounting company in Napa, California. They focus on Accounting.
Read more -
UndisclosedUndisclosed2 - 9Jackson, CA
Services provided
Traxler & Associates Inc is an Accounting and Business Consulting company. Headquartered in Jackson, California, the firm was established in 1977. Their team offers Accounting and Business
Read more -
UndisclosedUndisclosed2 - 9Cameron Park, CA
Services provided
Accounting company Palm Accountancy, Inc. Is based in Cameron Park, California. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Irvine, CA
Services provided
IamC is an Irvine, California-based Accounting company. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Los Angeles, CA
Services provided
Gary R. Engler, CPA is a small Accounting company founded in 2001. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Los Angeles, CA
Services provided
Dean A. Avedon, CPA is an Accounting company established in 1984. The team focuses on Accounting.
Read more -
UndisclosedUndisclosed2 - 9Los Angeles, CA
Services provided
M. R. Grant, CPA is an Accounting company. Founded in 1987, the agency is located in Los Angeles, California. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Los Angeles, CA
Services provided
Sheila I. Morris, CPA is an Accounting company. Their small team of employees is based in Los Angeles, California. Their team provides Accounting.
Read more -
UndisclosedUndisclosed2 - 9Los Angeles, CA
Services provided
In Los Angeles, California, Justin Oh, CPA & Associates is a small Accounting company. Their services include Accounting.
Read more -
UndisclosedUndisclosed10 - 49Costa Mesa, CA
Services provided
Goodrich, Thomas, Cannon & Reeds, LLP is an Accounting company located in Costa Mesa, California. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9San Juan Capistrano, CA
Services provided
Robert Z Chacon, CPA Inc. Is an Accounting company. The San Juan Capistrano, California-based team offers Accounting.
Read more -
UndisclosedUndisclosed2 - 9Dana Point, CA
Services provided
Chris W Johnston CPA MBA, an Accounting company, was founded in 2005. The small team offers Accounting.
Read more -
UndisclosedUndisclosed2 - 9Seal Beach, CA
Services provided
Seal Beach CPA, CFP is an Accounting company. Their team is in Seal Beach, California. The agency offers Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Newport Beach, CA
Services provided
Launched in 1986, Osterberg & Associates, Inc. Is a small Accounting company. Their team specializes in Accounting.
Read more -
UndisclosedUndisclosed2 - 9Fullerton, CA
Services provided
Launched in 2007, NCH Tax & Wealth Advisors is a small Accounting company. Their team provides Accounting.
Read more -
UndisclosedUndisclosed2 - 9Irvine, CA
Services provided
Jenny S. Park, CPA & Co., an Accounting company, is in Irvine, California. They specialize in Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Newport Beach, CA
Services provided
R.M. White & Associates is an Accounting company. They were established in 1984 and offer Accounting.
Read more -
UndisclosedUndisclosed2 - 9San Bernardino, CA
Services provided
CPA Forensics Plus, Inc. Is an Accounting company established in 2012. The team offers Accounting and Business Consulting and is based in San Bernardino, California.
Read more -
UndisclosedUndisclosed2 - 9Concord, CA
Services provided
Accounting company LNB Accounting is located in Concord, California. They provide Accounting and were founded in 2018.
Read more -
UndisclosedUndisclosed2 - 9Rialto, CA
Services provided
Hooks Financial Services is an Accounting company. They are located in Rialto, California. Their team provides Accounting.
Read more -
UndisclosedUndisclosed2 - 9San Bernardino, CA
Services provided
Anison Business Services is an Accounting company. They are based in San Bernardino, California and have small team. They offer Accounting.
Read more -
UndisclosedUndisclosed10 - 49East Los Angeles, CA
Services provided
Nolla Professional Services is an Accounting company. In East Los Angeles, California, the team specializes in Accounting and Business Consulting.
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
