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 - 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 -
UndisclosedUndisclosed2 - 9Glendale, CA
Services provided
EGAN CPAS LP is an Accounting company. Their team is headquartered in Glendale, California and provides Accounting.
Read more -
UndisclosedUndisclosed2 - 9Los Angeles, CA
Services provided
Roland Fink & Co. CPA is an Accounting company. Their team is based in Los Angeles, California. The company offers Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Glendale, CA
Services provided
Tax & Business Consulting Group is a small Accounting company located in Glendale, California. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed10 - 49Glendale, CA
Services provided
The Counting House, LLC is an Accounting company. Located in Glendale, California, their small team focuses on Accounting and Business Consulting. The company was founded in 2014.
Read more -
UndisclosedUndisclosed2 - 9Anaheim, CA
Services provided
By The Book Tax & Accounting is an Accounting company. Their small team is based in Anaheim, California. Their team provides Accounting.
Read more -
UndisclosedUndisclosed2 - 9Anaheim, CA
Services provided
Dave Harlos Consulting is an Accounting company. Based in Anaheim, California, the firm provides Accounting and Corporate Training & Coaching.
Read more -
UndisclosedUndisclosed2 - 9Tustin, CA
Services provided
Growth Management Systems, a small Accounting company, is based in Tustin, California and Anaheim, California. The team specializes in Accounting.
Read more -
UndisclosedUndisclosed2 - 9Anaheim, CA
Services provided
Located in Anaheim, California, Potrus Tax is a small Accounting company. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Anaheim, CA
Services provided
P.A Services is a small Anaheim, California-based Accounting company. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Anaheim, CA
Services provided
Anaheim Professional Services is an Accounting company. Based in Anaheim, California, the team specializes in Accounting.
Read more -
UndisclosedUndisclosed2 - 9Anaheim, CA
Services provided
Small Accounting company Able-Wagner Tax, is located in Anaheim, California. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Anaheim, CA
Services provided
Small Accounting company Barnett-Turner & Associates, is in Anaheim, California. The team specializes in Accounting.
Read more -
UndisclosedUndisclosed2 - 9Anaheim, CA
Services provided
In Anaheim, California, Mega Refund Income Tax is a small Accounting company. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Anaheim, CA
Services provided
Anaheim Business Service is a small Anaheim, California-based Accounting company. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Anaheim, CA
Services provided
Established in 2014, HP Accounting And Income Tax Service is an Accounting company. The small team provides Accounting and Finance & Accounting Outsourcing (FAO).
Read more -
UndisclosedUndisclosed2 - 9Anaheim, CA
Services provided
Miari Tax & Accounting is a small Accounting company in Anaheim, California. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Anaheim, CA
Services provided
Anaheim Tax Services is an Anaheim, California-based Accounting company. They offer Accounting.
Read more -
UndisclosedUndisclosed2 - 9Anaheim, CA
Services provided
APAC CPASs, a small Accounting company, is located in Anaheim, California. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Anaheim, CA
Services provided
Business Financial Solutions, a small Accounting company, is in Anaheim, California. The team provides Accounting.
Read more -
UndisclosedUndisclosed2 - 9Gold River, CA
Services provided
Pinnacle Employee Services is an Accounting company. Launched in 2005, their team focuses on Accounting and Recruiting.
Read more -
UndisclosedUndisclosed2 - 9Anaheim, CA
Services provided
Small Accounting company Saad & Associates, CPA, is located in Anaheim, California. The team provides Accounting.
Read more -
UndisclosedUndisclosed10 - 49Los Angeles, CA
Services provided
Lescault & Walderman is an Accounting company. The Bethesda, Maryland-based agency was founded in 2006. Their team focuses on Accounting.
Read more -
UndisclosedUndisclosed2 - 9Anaheim, CA
Services provided
Ross R. Bonnie & Associates is a small Accounting company located in Anaheim, California. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Anaheim, CA
Services provided
Tahim & Associates is an Anaheim, California-based Accounting company. Launched in 1985, the team provides Accounting.
Read more -
UndisclosedUndisclosed2 - 9Anaheim, CA
Services provided
Founded in 1995, Lighthouse Tax & Financial Services is an Accounting company. Their team focuses on Accounting and Commercial Financing.
Read more -
UndisclosedUndisclosed2 - 9Anaheim, CA
Services provided
Tax & Financial Consulting Services is an Accounting company. Their small team is in Anaheim, California. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Glendale, CA
Services provided
Established in 2010, Ohandjanians & Company, CPA, Inc., a small Accounting company, is headquartered in Glendale, California. Their team focuses on Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Los Angeles, CA
Services provided
Torossian & Associates, LLP. Is a Los Angeles, California-based Accounting company. They provide Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Glendale, CA
Services provided
Angelo J. Di Fusco CPA ACC is an Accounting company. They were founded in 1991, and their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Beverly Hills, CA
Services provided
Sattler & Associates LLP is an Accounting company established in 1989. The team offers Accounting and is in Beverly Hills, California.
Read more -
UndisclosedUndisclosed2 - 9Beverly Hills, CA
Services provided
In Beverly Hills, California, PrinceMorrison LLP is a small Accounting company. The team focuses on Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Beverly Hills, CA
Services provided
Bruce H. Field, CPA is a Beverly Hills, California-based Accounting company. Founded in 1989, the team provides Accounting.
Read more -
UndisclosedUndisclosed2 - 9Beverly Hills, CA
Services provided
Accounting company Branman, Teplin and Heshejin - An Accountancy Corporation was founded in 1950. The company provides 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
33.4/40.019/20 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 -
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 -
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
