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.
-
UndisclosedUndisclosed2 - 9Redlands, CA
Services provided
Accounting company CPA Financial Advisors Inc specializes in Accounting. They are headquartered in Redlands, California.
Read more -
UndisclosedUndisclosed2 - 9Riverside, CA
Services provided
Christenson Orejel Associates, LLP is an Accounting company. Their small team is located in Riverside, California. Their team focuses on Accounting.
Read more -
UndisclosedUndisclosed2 - 9Riverside, CA
Services provided
Accounting company Inland Tax and Financial was established in 1986. The agency offers Accounting and Business Consulting, and is small.
Read more -
UndisclosedUndisclosed2 - 9Corona, CA
Services provided
Accounting company AYOUB, SIDHUM CPA FIRM is in Corona, California. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Corona, CA
Services provided
Launched in 2010, Sebastian's Tax Service is a small Corona, California-based Accounting company. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Riverside, CA
Services provided
Wood's Tax Service is an Accounting company based in Riverside, California. They offer Accounting.
Read more -
UndisclosedUndisclosed2 - 9Irvine, CA
Services provided
Deal Valuation, LLC is an Accounting company. The team provides Accounting, and the agency is located in Irvine, California.
Read more -
UndisclosedUndisclosedFreelancerElk Grove, CA
Services provided
Accounting company Pam's Financial Solutions was founded in 2013. Headquartered in Elk Grove, California, the team focuses on Accounting.
Read more -
UndisclosedUndisclosed2 - 9Corona, CA
Services provided
Kerr & Amatulli, CPAs, Inc., an Accounting company, was founded in 2015. The team specializes in Accounting.
Read more -
UndisclosedUndisclosed2 - 9Riverside, CA
Services provided
Advanced Tax Solutions Inc. Is an Accounting company. Their small team is headquartered in Riverside, California and specializes in Accounting. The company was launched in 1999.
Read more -
UndisclosedUndisclosed2 - 9Norco, CA
Services provided
Value Resources CPAs, P.C., an Accounting company, was launched in 2011. They focuses on Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Corona, CA
Services provided
Jane Ngo CPA is a small Accounting company located in Corona, California. The team focuses on Accounting.
Read more -
UndisclosedUndisclosed2 - 9Oroville, CA
Services provided
Matthews, Hutton & Warren, CPAs, an Accounting company, offer Accounting. They were established in 1988.
Read more -
UndisclosedUndisclosed2 - 9Chico, CA
Services provided
Accounting company Johnson & Heller is based in Chico, California. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Chico, CA
Services provided
Launched in 1993, Scott A. Gailey CPA is an Accounting company. The small team provides Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Chico, CA
Services provided
Kathleen L. Altenburg CPA is an Accounting company. Located in Chico, California, the company was founded in 2009. Their team focuses on Accounting.
Read more -
UndisclosedUndisclosed2 - 9Chico, CA
Services provided
Ryan Cheung, CPA is an Accounting company. They are headquartered in Chico, California and have small team. They provide Accounting.
Read more -
UndisclosedUndisclosed2 - 9Concord, CA
Services provided
FusePhase is an Accounting company. They are headquartered in Concord, California and have small team. They focus on Accounting.
Read more -
UndisclosedUndisclosed2 - 9Walnut Creek, CA
Services provided
Schopp & Co is an Accounting company. In Walnut Creek, California, the team specializes in Accounting.
Read more -
UndisclosedUndisclosed10 - 49Walnut Creek, CA
Services provided
Accounting company Ernst Wintter & Associates LLP is in Walnut Creek, California. The team focuses on Accounting.
Read more -
UndisclosedUndisclosed2 - 9Walnut Creek, CA
Services provided
Barbara Cyphers, CPA, an Accounting and Business Consulting company, was established in 2014. The team focuses on Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Concord, CA
Services provided
Gamarra, CPA Inc., a small Accounting company, is located in Concord, California. The team focuses on Accounting.
Read more -
UndisclosedUndisclosed2 - 9Concord, CA
Services provided
I.Dean Youngman, CPA is a small Accounting company. Founded in 1971, the team focuses on Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Walnut Creek, CA
Services provided
Hammill Consulting, A P.C. Is a Walnut Creek, California-based Accounting company. The team specializes in Accounting.
Read more -
UndisclosedUndisclosed2 - 9Pleasant Hill, CA
Services provided
Launched in 2016, RGP LLP is an Accounting company. The agency specializes in Accounting.
Read more -
UndisclosedUndisclosed2 - 9Walnut Creek, CA
Services provided
Harmon Burstyn, CPA is a small Walnut Creek, California-based Accounting company. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9San Ramon, CA
Services provided
Yerina, Pascual & Dizon, Inc. Is an Accounting company in San Ramon, California. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Danville, CA
Services provided
Jersin Financial Services, Inc. Is a Danville, California-based Accounting company. Launched in 2003, the team offers Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Pacheco, CA
Services provided
Nancy A. Voils, C.P.A. Is a small Accounting company. They focus on Accounting and were founded in 2011.
Read more -
UndisclosedUndisclosed2 - 9Walnut Creek, CA
Services provided
Morello Accounting Group Inc. Is an Accounting company located in Walnut Creek, California. They provide Accounting and were founded in 2008.
Read more -
UndisclosedUndisclosed2 - 9Lafayette, CA
Services provided
Scott Haislet CPA, an Accounting company, was established in 1997. They offers Accounting.
Read more -
UndisclosedUndisclosed2 - 9Walnut Creek, CA
Services provided
Based in Walnut Creek, California, Rex L. Crandell is an Accounting company. They provide Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9San Ramon, CA
Services provided
Accounting company FRANK F. L’ENGLE, CPA provides Accounting. They are in San Ramon, California.
Read more -
UndisclosedUndisclosed2 - 9Pleasant Hill, CA
Services provided
Launched in 2016, Bennett & Rhodes is an Accounting company. Their team specializes in Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9San Ramon, CA
Services provided
Cynthia A. Wilkinson, CPA is a small San Ramon, California-based Accounting company. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Walnut Creek, CA
Services provided
Established in 1984, Henry V. Lantzy CPA is an Accounting company. The team offers Accounting.
Read more -
UndisclosedUndisclosed2 - 9Concord, CA
Services provided
Small Accounting company Hanson Caggiano & Co, CPAs, is located in Concord, California. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9San Ramon, CA
Services provided
Hunter Tax Associates, Inc., an Accounting company, was founded in 2017. Based in San Ramon, California, the team provides Accounting.
Read more -
UndisclosedUndisclosed2 - 9Danville, CA
Services provided
Bolden International Tax Services PC is an Accounting company. They focus on Accounting and were launched in 2017. The company is headquartered in Danville, California.
Read more -
UndisclosedUndisclosed2 - 9Dublin, CA
Services provided
Established in 2008, Johnson Management Group (JMG) is an Accounting company. The company provides Accounting, and is small.
Read more -
UndisclosedUndisclosed2 - 9Dublin, CA
Services provided
Based in Dublin, California, Bottini Accountancy, Inc. Is an Accounting and Business Consulting company. They offer Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Alamo, CA
Services provided
Isaacs & Hackman is an Accounting company. Their small team is based in Alamo, California. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed10 - 49Pleasant Hill, CA
Services provided
Maze & Associates is a small Accounting company based in Pleasant Hill, California. The team focuses on Accounting.
Read more -
UndisclosedUndisclosed2 - 9San Ramon, CA
Services provided
Accounting company Eikel Tax & Financial Solutions - Suzanne Eikel, CPA was launched in 2000. The team provides Accounting and Business Consulting and is based in San Ramon, California.
Read more -
UndisclosedUndisclosed2 - 9Dublin, CA
Services provided
Nidhi Jain CPA, an Accounting company, specialize in Accounting. They were launched in 2017.
Read more -
UndisclosedUndisclosed2 - 9San Ramon, CA
Services provided
Boyer Conniff, LLP is an Accounting company founded in 2011. Located in San Ramon, California, the team provides Accounting.
Read more -
UndisclosedUndisclosed2 - 9Walnut Creek, CA
Services provided
Cartwright Partners, LLC is an Accounting company. Their small team is headquartered in Walnut Creek, California. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Covina, CA
Services provided
Accounting company Go Pro Tax offers Accounting. They were established in 1992.
Read more -
UndisclosedUndisclosed50 - 249Fullerton, CA
Services provided
Orange County/Inland Empire SBDC Network is an Accounting company. Their midsize team of employees is located in Fullerton, California. Their team offers Accounting.
Read more -
UndisclosedUndisclosed10 - 49Rancho Cucamonga, CA
Services provided
Accounting company Hicks, Williams, Crawford & Lynch, LLP focuses on Accounting. They were founded in 2010.
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
