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 - 9Irvine, CA
Services provided
Landmark Tax Group | Resolving IRS Back Taxes is an Accounting company. Based in Irvine, California, their small team offers Accounting. The firm was established in 2012.
Read more -
UndisclosedUndisclosed2 - 9Newport Beach, CA
Services provided
Headquartered in Newport Beach, California, White & Company, CPA is an Accounting company. They focus on Accounting and Business Consulting and were established in 2016.
Read more -
UndisclosedUndisclosed2 - 9Irvine, CA
Services provided
Griffiths, Diehl & Company, Inc., a small Accounting company, is headquartered in Irvine, California. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Irvine, CA
Services provided
Accounting company Kaya Tax & Bookkeeping Services, Inc. Was established in 2007. The team provides Accounting and Business Consulting and is headquartered in Irvine, California.
Read more -
UndisclosedUndisclosed2 - 9Irvine, CA
Services provided
Located in Irvine, California, Porter and Hunt, LLP is an Accounting company. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed10 - 49Irvine, CA
Services provided
HBLA Certified Public Accountants, an Accounting company, is headquartered in Irvine, California. Established in 1985, the team provides Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Irvine, CA
Services provided
Small Accounting company Robert Borish CPA Inc., is located in Irvine, California. The team specializes in Accounting.
Read more -
UndisclosedUndisclosed10 - 49Irvine, CA
Services provided
Bourque & Associates, Inc. CPAs is an Accounting company. In Irvine, California, the team offers Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Irvine, CA
Services provided
Martin Accountancy Corporation CERTIFIED PUBLIC ACCOUNTANTS is an Accounting company. Founded in 2012, their team focuses on Accounting.
Read more -
UndisclosedUndisclosed2 - 9Thousand Oaks, CA
Services provided
David Reinus CPA, Inc. Is an Accounting company. The company is in Thousand Oaks, California. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Thousand Oaks, CA
Services provided
Hinricher & Cousino is an Accounting company. Headquartered in Thousand Oaks, California, the firm was founded in 1992. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Thousand Oaks, CA
Services provided
Launched in 2015, JRRO, LLP is an Accounting company. The firm focuses on Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed50 - 249Thousand Oaks, CA
Services provided
Founded in 1997, Walters Accountancy Corporation, a midsize Accounting company, is in Thousand Oaks, California. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Thousand Oaks, CA
Services provided
Small Accounting company Thomas M. Dragotto, CPA, is headquartered in Thousand Oaks, California. The team provides Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Thousand Oaks, CA
Services provided
Headquartered in Thousand Oaks, California, Deborah Morgan and Company, Inc. Is an Accounting company. The team specializes in Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Thousand Oaks, CA
Services provided
Richard P. Krol, CPA, an Accounting company, was established in 1988. The agency offers Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Irvine, CA
Services provided
ARETE ADVISORS is an Accounting company. The Irvine, California-based company provides Accounting.
Read more -
UndisclosedUndisclosed2 - 9Irvine, CA
Services provided
Alaidroos & Associates, an Accounting company, specializes in Accounting. The agency is located in Irvine, California.
Read more -
UndisclosedUndisclosed2 - 9Irvine, CA
Services provided
Keith Bong, CFA, CPA, an Accounting company, was established in 2012. Headquartered in Irvine, California, the team provides Accounting.
Read more -
UndisclosedUndisclosed2 - 9Sacramento, CA
Services provided
Small Accounting company Accurate Financial Services, is based in Sacramento, California. The team focuses on Accounting.
Read more -
UndisclosedUndisclosed2 - 9Thousand Oaks, CA
Services provided
Doyle Group, The Small Business CFO is a small Thousand Oaks, California-based Accounting company. The team provides Accounting.
Read more -
UndisclosedUndisclosed10 - 49Thousand Oaks, CA
Services provided
Jacobs & Jacobs Accountancy Corporation is a small Accounting company located in Thousand Oaks, California and Ojai, California. The team focuses on Accounting.
Read more -
UndisclosedUndisclosed2 - 9Merced, CA
Services provided
JP Income Tax is an Accounting company. Located in Merced, California, the team provides Accounting.
Read more -
UndisclosedUndisclosed10 - 49Thousand Oaks, CA
Services provided
Located in Thousand Oaks, California, Storm-Larsen & Company is a small Accounting company. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Thousand Oaks, CA
Services provided
Accounting company Tone, Walling and Meador, LLP, CPA's is based in Thousand Oaks, California and Santa Clarita, California. They offer Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Thousand Oaks, CA
Services provided
Founded in 1980, AlphaTax Tax Service is an Accounting company. Their team provides Accounting.
Read more -
UndisclosedUndisclosed2 - 9Huntington Beach, CA
Services provided
In Huntington Beach, California, Accurate Financial & Tax Services Inc. Is an Accounting company. The team provides Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Hanford, CA
Services provided
Launched in 1995, Martin C. Garcia Accountancy Corporation is a small Hanford, California-based Accounting company. Their team provides Accounting.
Read more -
UndisclosedUndisclosed2 - 9Yuba City, CA
Services provided
Wright & Wright, Inc. Is an Accounting company. Based in Yuba City, California, their small team specializes in Accounting. The firm was established in 1977.
Read more -
UndisclosedUndisclosed2 - 9Yuba City, CA
Services provided
Accounting company R&R Professional Services was founded in 2016. The team specializes in Accounting and is in Yuba City, California.
Read more -
UndisclosedUndisclosed2 - 9Glendale, CA
Services provided
My Accounting Center, Inc. Is an Accounting company. Headquartered in Glendale, California, the team focuses on Accounting.
Read more -
UndisclosedUndisclosed10 - 49Glendale, CA
Services provided
Small Accounting company The Accountancy, LLP, is headquartered in Glendale, California. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Glendale, CA
Services provided
Russ & Allcroft is an Accounting company. The Glendale, California-based company offers Accounting.
Read more -
UndisclosedUndisclosed2 - 9Glendale, CA
Services provided
Accounting company Coldwell, Sclafani & Company LLP is located in Glendale, California. They offer Accounting and were established in 1989.
Read more -
UndisclosedUndisclosed2 - 9Glendale, CA
Services provided
Accounting company Hards & Wright was founded in 1996. The small team offers Accounting.
Read more -
UndisclosedUndisclosed2 - 9Glendale, CA
Services provided
Patrick O'Grady CPA, EA, an Accounting company, was launched in 1979. The company offers Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed10 - 49Glendale, CA
Services provided
Headquartered in Glendale, California, Beeson, Hoffman & Siddall, Inc. Is a small Accounting company. The team focuses on Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Chino Hills, CA
Services provided
EPay Payroll is an Accounting company. The firm is headquartered in Chino Hills, California and Anaheim, California. Their team provides Accounting and HR Consulting.
Read more -
UndisclosedUndisclosed2 - 9Escondido, CA
Services provided
Accounting & Tax Brokerage is an Accounting company. Their small team is located in Escondido, California. Their services include Accounting.
Read more -
UndisclosedUndisclosed250 - 999Roseville, CA
Services provided
Certent, Inc. Is a Roseville, California-based Accounting company. Founded in 2002, the team offers Accounting.
Read more -
UndisclosedUndisclosed10 - 49Woodland, CA
Services provided
Ullrich Delevati, CPAs is an Accounting company. They are in Woodland, California and have small team of experts. Their services include Accounting.
Read more -
UndisclosedUndisclosed10 - 49Stockton, CA
Services provided
Iacopi, Lenz & Company is an Accounting company. They specialize in Accounting and HR Consulting and are in Stockton, California.
Read more -
UndisclosedUndisclosedFreelancerRoseville, CA
Services provided
Solomia Treshchuk Tax Services is an Accounting company. Located in Roseville, California, their team focuses on Accounting.
Read more -
UndisclosedUndisclosed2 - 9Cameron Park, CA
Services provided
Established in 1998, Weston and Tuttle is an Accounting company. The agency offers Accounting, and is small.
Read more -
UndisclosedUndisclosed2 - 9Danville, CA
Services provided
Regalia & Associates CPAs, an Accounting company, was launched in 1990. They offers Accounting.
Read more -
UndisclosedUndisclosed2 - 9Newport Beach, CA
Services provided
Based in Newport Beach, California, Almendarez & Molina, LLP is an Accounting company. Founded in 2016, the team focuses on Accounting.
Read more -
UndisclosedUndisclosed2 - 9Orange, CA
Services provided
Headquartered in Orange, California, Group 11 Advisors is a small Accounting company. The team focuses on Accounting.
Read more -
UndisclosedUndisclosed2 - 9Anaheim, CA
Services provided
Ortiz Accountancy Group, an Accounting company, was founded in 1995. The team provides Accounting and is located in Anaheim, California.
Read more -
UndisclosedUndisclosed2 - 9Anaheim, CA
Services provided
Small Accounting company Tax Pros Inc., is located in Anaheim, California. The team specializes in Accounting.
Read more -
UndisclosedUndisclosed2 - 9Glendale, CA
Services provided
Headquartered in Glendale, California, Jacob K. Farsakh MBA, CPA & Company is an Accounting company. Established in 2018, the team offers 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
