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 - 9Riverside, CA
Services provided
Reliant Tax & Business Services, an Accounting company, was launched in 2015. The agency focuses on Accounting and Business Consulting, and is small.
Read more -
UndisclosedUndisclosed2 - 9Chino, CA
Services provided
Hoover Financial Consulting, Inc. Is an Accounting company. They are headquartered in Chino, California. Their team focuses on Accounting.
Read more -
UndisclosedUndisclosed2 - 9Montclair, CA
Services provided
Established in 1985, KALTER FINANCIAL GROUP is an Accounting company. The team offers Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Corona, CA
Services provided
Launched in 2016, Magaña & Associates, Inc. Is an Accounting company. The team specializes in Accounting.
Read more -
UndisclosedUndisclosed2 - 9Riverside, CA
Services provided
Accounting company POWERWORKS FINANCIAL INC. Was founded in 1994. The agency focuses on Accounting.
Read more -
UndisclosedUndisclosed2 - 9Corona, CA
Services provided
Alma's Accounting and Tax Services is an Accounting company. Launched in 1998, the team specializes in Accounting.
Read more -
UndisclosedUndisclosed2 - 9Ontario, CA
Services provided
Mariette F. Martinez, EA is a small Accounting company. They offer Accounting and Business Consulting and were established in 2009.
Read more -
UndisclosedUndisclosed2 - 9Corona, CA
Services provided
Daw & Frantz, CPAs is an Accounting company. They provide Accounting and were founded in 1985. The company is located in Corona, California.
Read more -
UndisclosedUndisclosed2 - 9Corona, CA
Services provided
Grace Clark Accounting is an Accounting company. They are located in Corona, California. Their team provides Accounting.
Read more -
UndisclosedUndisclosed2 - 9Chino, CA
Services provided
David L. Buck, CPA is a Chino, California-based Accounting company. They focus on Accounting and were founded in 2011.
Read more -
UndisclosedUndisclosed2 - 9Chico, CA
Services provided
Tittle & Company, LLP is an Accounting company located in Chico, California. They provide Accounting.
Read more -
UndisclosedUndisclosed2 - 9El Centro, CA
Services provided
Cruz Tax Services is an Accounting company in El Centro, California. Launched in 2005, the team provides Accounting.
Read more -
UndisclosedUndisclosed2 - 9Bakersfield, CA
Services provided
Brennan Millan & Company, Inc. Is an Accounting company. Based in Bakersfield, California, the agency focuses on Accounting.
Read more -
UndisclosedUndisclosed2 - 9Bakersfield, CA
Services provided
In Bakersfield, California, Dale W Bender, CPA is an Accounting company. They specialize in Accounting and were founded in 1971.
Read more -
UndisclosedUndisclosed2 - 9Bakersfield, CA
Services provided
Kern Tax Service is an Accounting company. The Bakersfield, California-based team focuses on Accounting.
Read more -
UndisclosedUndisclosed2 - 9Bakersfield, CA
Services provided
Bakersfield Tax Relief is a small Accounting company located in Bakersfield, California. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Bakersfield, CA
Services provided
Hubbell & Associates, Inc. Is an Accounting company launched in 2016. The team focuses on Accounting and is in Bakersfield, California.
Read more -
UndisclosedUndisclosed2 - 9Tehachapi, CA
Services provided
Moats & Hebebrand, CPAs is a Tehachapi, California-based Accounting company. They focus on Accounting and Business Consulting and were launched in 2015.
Read more -
UndisclosedUndisclosed2 - 9Bakersfield, CA
Services provided
Accounting company Anita M. Waits Accountancy Corp. Was founded in 1994. The firm focuses on Accounting, and is small.
Read more -
UndisclosedUndisclosed2 - 9Bakersfield, CA
Services provided
Small Accounting company Williams Group CPA, is headquartered in Bakersfield, California. The team provides Accounting.
Read more -
UndisclosedUndisclosed2 - 9Lancaster, CA
Services provided
Small Accounting company Beth A. Manke, CPA, is based in Lancaster, California. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Santa Clarita, CA
Services provided
Accounting company Howard L Dagley, CPA was founded in 1999. The small team specializes in Accounting.
Read more -
UndisclosedUndisclosed2 - 9Santa Clarita, CA
Services provided
Accounting company Jeffrey D. Winger, CPA was established in 2014. The agency offers Accounting.
Read more -
UndisclosedUndisclosed2 - 9Vallejo, CA
Services provided
Small Accounting company Rod Yumul Bookkeeping & Tax Services, is located in Vallejo, California. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed10 - 49Lakeport, CA
Services provided
Robertson & Associates, CPAs is an Accounting company headquartered in Lakeport, California. They provide Accounting and Business Consulting and were founded in 1981.
Read more -
UndisclosedUndisclosed2 - 9Kelseyville, CA
Services provided
Accounting company Joan Sturges, CPA, CFE, CVA was established in 1978. Based in Kelseyville, California, the team focuses on Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Kelseyville, CA
Services provided
Founded in 2010, Elizabeth Long Cpa Pc, a small Accounting company, is headquartered in Kelseyville, California. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Lakeport, CA
Services provided
Tomkins Tax Consultants is an Accounting company. Their team is based in Lakeport, California and provides Accounting.
Read more -
UndisclosedUndisclosed2 - 9Susanville, CA
Services provided
Carol Jean Curry CPA, a small Accounting company, is based in Susanville, California. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9San Marcos, CA
Services provided
Leo Cruz Tax Services is an Accounting company located in San Marcos, California. They specialize in Accounting and Litigation Support Services.
Read more -
UndisclosedUndisclosed2 - 9Fullerton, CA
Services provided
Trucker Tax Lady, a small Accounting company, is in Fullerton, California. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Los Angeles, CA
Services provided
Accounting company Voppell, Inc is headquartered in Los Angeles, California. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Torrance, CA
Services provided
Accounting company Stuart Levy CPA, APC is based in Torrance, California. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Signal Hill, CA
Services provided
Crisell & Associates is an Accounting company. Their team is headquartered in Signal Hill, California and specializes in Accounting.
Read more -
UndisclosedUndisclosed2 - 9Los Angeles, CA
Services provided
Established in 2001, JONES & COMPANY PC is an Accounting company. The agency provides Accounting.
Read more -
UndisclosedUndisclosed2 - 9Newport Beach, CA
Services provided
CAK INTERNATIONAL LLC is an Accounting company. They are based in Newport Beach, California and have small team. Their team offers Accounting.
Read more -
UndisclosedUndisclosed2 - 9Carson, CA
Services provided
PHOENIX ENGINEERING CO. INC is an Accounting company. They were established in 1974, and their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Riverside, CA
Services provided
CORE360 Advantage is a HR Consulting company. They are in Riverside, California and have small team. Their team offers HR Consulting and Accounting.
Read more -
UndisclosedUndisclosed2 - 9San Francisco, CA
Services provided
Belcher, Smolen & Van Loo LLP is a Business Consulting company. Headquartered in San Francisco, California, the agency was founded in 2018. Their team focuses on Business Consulting and Accounting.
Read more -
UndisclosedUndisclosed10 - 49Irvine, CA
Services provided
Small Accounting company Global Gate, is in Irvine, California. Their services include Accounting.
Read more -
UndisclosedUndisclosedFreelancerSanta Clarita, CA
Services provided
Kari's Bookkeeping & Tax Service is an Accounting company. Their small team is based in Santa Clarita, California. Their services include Accounting and Finance & Accounting Outsourcing (FAO).
Read more -
UndisclosedUndisclosedFreelancerRoseville, CA
Services provided
Grace Wagstaff Advisory is an Accounting company. Their small team is in Roseville, California. Their team offers Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed10 - 49Monrovia, CA
Services provided
WTC Consulting LLC is a Monrovia, California-based IT managed services company. The team provides IT managed services and Market Research.
Read more -
UndisclosedUndisclosed2 - 9Escondido, CA
Services provided
MAKE Consulting LLC is a small Business Consulting company founded in 2019. Their services include Business Consulting and Accounting.
Read more -
UndisclosedUndisclosed2 - 9Livermore, CA
Services provided
In Livermore, California, Empower Minds, LLC is a small Accounting company. Their services include Accounting and Custom Software Development.
Read more -
UndisclosedUndisclosed2 - 9Menifee, CA
Services provided
Advanced HR Management Inc. Is an Accounting and HR Consulting company. Their small team is located in Menifee, California. Their team specializes in Accounting and HR Consulting.
Read more -
UndisclosedUndisclosed2 - 9San Diego, CA
Services provided
Cutler Engineering & Technology Services LLC is a small Cybersecurity company based in San Diego, California. Their services include Cybersecurity and IT managed services.
Read more -
UndisclosedUndisclosed2 - 9Corona, CA
Services provided
Small Finance & Accounting Outsourcing (FAO) company TITAN TAX and BUSINESS SERVICES, is in Corona, California. Their services include Finance & Accounting Outsourcing (FAO) and Accounting.
Read more -
UndisclosedUndisclosed50 - 249Santa Monica, CA
Services provided
Accordion is an Accounting company established in 2009. The team provides Accounting and Financial Advising & Planning and is located in New York, New York and Santa Monica, California.
Read more -
UndisclosedUndisclosed10 - 49San Rafael, CA
Services provided
Costello & Sons Insurance Brokers is an Insurance Services & Brokers company. The team offers Insurance Services & Brokers and is in San Rafael, California and Menlo Park, California.
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
