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 - 9Woodland, CA
Services provided
Small Accounting company A & A Tax Service, is based in Woodland, California. The team offers Accounting.
Read more -
UndisclosedUndisclosed50 - 249Palm Desert, CA
Services provided
Headquartered in Palm Desert, California, CGC Accountants & Advisors is a midsize Accounting company. The team specializes in Accounting.
Read more -
UndisclosedUndisclosed2 - 9Brea, CA
Services provided
Quad-County HR is a Brea, California-based Accounting company. The team specializes in Accounting and Recruiting.
Read more -
UndisclosedUndisclosed2 - 9Tulare, CA
Services provided
SUNTAX SOLUTIONS is an Accounting company. They were launched in 2006 and specialize in Accounting.
Read more -
UndisclosedUndisclosed50 - 249Foster City, CA
Services provided
CAMICO is an Accounting company. Established in 1986, the team provides Accounting.
Read more -
UndisclosedUndisclosed10 - 49Burlingame, CA
Services provided
Founded in 1999, Greenough Consulting Group is an Accounting company. Located in Burlingame, California, the team provides Accounting and Back Office Outsourcing.
Read more -
UndisclosedUndisclosed2 - 9Oakley, CA
Services provided
James P Richardson CPA Inc. An Accountancy Corporation is a small Accounting company established in 2007. Their team offers Accounting.
Read more -
UndisclosedUndisclosed10 - 49Millbrae, CA
Services provided
Bautista & Co. Accounting Services is a small Accounting company founded in 1982. Their team focuses on Accounting.
Read more -
UndisclosedUndisclosed10 - 49San Carlos, CA
Services provided
In San Carlos, California, Wright Kirby & Co., LLP is a small Accounting company. The team specializes in Accounting.
Read more -
UndisclosedUndisclosed2 - 9San Bruno, CA
Services provided
Launched in 1976, Fisher & Bagley CPA's is an Accounting company. Located in San Bruno, California, the team offers Accounting.
Read more -
UndisclosedUndisclosed50 - 249La Mirada, CA
Services provided
MuniTemps is a Staffing company. Their midsize team is located in La Mirada, California and focuses on Staffing and Recruiting. The company was established in 1999.
Read more -
UndisclosedUndisclosed2 - 9Orange, CA
Services provided
Armada Staffing is a Staffing company. They are based in Orange, California and have small team. Their services include Staffing and Recruiting.
Read more -
UndisclosedUndisclosed2 - 9San Carlos, CA
Services provided
Small Accounting company Medina & Company Consulting, Inc., is based in San Carlos, California. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Belmont, CA
Services provided
Latham Nadboralski & Lin is an Accounting company. They are headquartered in Belmont, California, and their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Millbrae, CA
Services provided
Chan And Leung LLP, an Accounting company, is located in Millbrae, California. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Belmont, CA
Services provided
Founded in 1965, Higham Richards & Vranes Certified Public Accountants, a small Accounting company, is based in Belmont, California. Their team provides Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9San Carlos, CA
Services provided
Founded in 1983, Glenn MacDonell CPA, MBA is an Accounting company. The firm specializes in Accounting.
Read more -
UndisclosedUndisclosed10 - 49San Francisco, CA
Services provided
VPTax, Inc. Is an Accounting company established in 1991. The firm specializes in Accounting.
Read more -
UndisclosedUndisclosed2 - 9El Monte, CA
Services provided
Eng Tax Pro Inc is an Accounting company. They are in El Monte, California and have small team. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9El Monte, CA
Services provided
Baruch and Associates is an Accounting company. Their small team is located in El Monte, California. Their team provides Accounting.
Read more -
UndisclosedUndisclosed2 - 9Fullerton, CA
Services provided
IConnect Staffing is a Recruiting company. Their small team is headquartered in Fullerton, California. Their services include Recruiting and Accounting.
Read more -
UndisclosedUndisclosed10 - 49Irvine, CA
Services provided
ManagEase is a HR Consulting company. Established in 1997, their team provides HR Consulting and Staffing.
Read more -
UndisclosedUndisclosed2 - 9San Mateo, CA
Services provided
WWC, Professional Corporation is a small San Mateo, California-based Accounting company. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Burlingame, CA
Services provided
Accounting company SCS Global Professionals, LLP is located in Burlingame, California. Established in 2007, the team provides Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Burlingame, CA
Services provided
Accounting company Luke Sorensen, CPA, Inc. Is located in Burlingame, California. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9San Carlos, CA
Services provided
Blake and Associates, CPA is an Accounting company located in San Carlos, California. They focus on Accounting.
Read more -
UndisclosedUndisclosed10 - 49San Mateo, CA
Services provided
Founded in 1974, Polly, Scatena, Vasheresse & Sater CPA is an Accounting company. The team provides Accounting.
Read more -
UndisclosedUndisclosed2 - 9Burlingame, CA
Services provided
Mitra Ehsanipour, CPA is a small Accounting company located in Burlingame, California. The team provides Accounting.
Read more -
UndisclosedUndisclosed2 - 9Foster City, CA
Services provided
Accounting company SAL CENSOPRANO CPA specializes in Accounting and Business Consulting. They are based in Foster City, California.
Read more -
UndisclosedUndisclosed2 - 9Burlingame, CA
Services provided
Daniel C. Moreno, CPA is an Accounting company headquartered in Burlingame, California. Established in 1983, the team specializes in Accounting.
Read more -
UndisclosedUndisclosed2 - 9San Mateo, CA
Services provided
Sunshine Pro Accounting & Tax, an Accounting company, was established in 2016. Located in San Mateo, California, the team focuses on Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9San Mateo, CA
Services provided
Deb Marion, CPA, EA, a small Accounting company, is located in San Mateo, California. The team focuses on Accounting.
Read more -
UndisclosedUndisclosed2 - 9Burlingame, CA
Services provided
Paragon Accounting Solutions, LLC is an Accounting company. The team is headquartered in Burlingame, California, and their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Burlingame, CA
Services provided
Accounting company Harry K. Jeung, CPA offers Accounting. They are located in Burlingame, California.
Read more -
UndisclosedUndisclosed2 - 9Menlo Park, CA
Services provided
DAINES, INC. Is an Accounting company. They were established in 1993 and specialize in Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9San Carlos, CA
Services provided
Accounting company Rebu Financial Accounting & Tax Services is headquartered in San Carlos, California. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed10 - 49Lake Forest, CA
Services provided
Almich & Associates is an Accounting company. The Lake Forest, California-based firm was launched in 1992. Their services include Accounting and HR Consulting.
Read more -
UndisclosedUndisclosed2 - 9Los Angeles, CA
Services provided
Cratosys is an Accounting company headquartered in Los Angeles, California. The team offers Accounting and Artificial Intelligence.
Read more -
UndisclosedUndisclosed2 - 9San Carlos, CA
Services provided
Accounting company Whitfield Business & Tax Services Inc. Was launched in 1964. The team offers Accounting and is based in San Carlos, California.
Read more -
UndisclosedUndisclosed2 - 9Redwood City, CA
Services provided
Gregory S. Fredrick, CPA is an Accounting company. The Redwood City, California-based team focuses on Accounting.
Read more -
UndisclosedUndisclosed2 - 9Belmont, CA
Services provided
C.G. Uhlenberg, LLP is an Accounting company. Located in Belmont, California, the team provides Accounting.
Read more -
UndisclosedUndisclosed2 - 9Redwood City, CA
Services provided
Established in 2016, L. LOPEZ, CPA & ASSOCIATES INC. Is an Accounting company. The firm provides Accounting, and is small.
Read more -
UndisclosedUndisclosed2 - 9Belmont, CA
Services provided
Accounting company Jeffrey Anton Tax & Business Services is based in Belmont, California. They provide Accounting and were founded in 1984.
Read more -
UndisclosedUndisclosed2 - 9Los Angeles, CA
Services provided
C P A Consultants, a small Accounting company, is based in Los Angeles, California. The team provides Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed50 - 249Oakland, CA
Services provided
Established in 1982, Williams Adley, a midsize Accounting company, is headquartered in Oakland, California. Their team offers Accounting.
Read more -
UndisclosedUndisclosed2 - 9Tulare, CA
Services provided
Founded in 2008, Bret Stuber CPA is a small Accounting company. Their team specializes in Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Winters, CA
Services provided
HRB & Associates Inc is an Accounting company. The team is headquartered in Winters, California, and their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Vacaville, CA
Services provided
Established in 2009, Miranda CPA is an Accounting company. Headquartered in Vacaville, California, the team focuses on Accounting.
Read more -
UndisclosedUndisclosed2 - 9Dixon, CA
Services provided
Teresa Castanias, CPA. Is a Dixon, California-based Accounting company. They specialize in Accounting and were established in 2009.
Read more -
UndisclosedUndisclosed2 - 9Vacaville, CA
Services provided
Suihkonen Cpas & Consultants is an Accounting company. Their small team of employees is headquartered in Vacaville, California. Their team focuses on 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
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
