Top Strategic Financial Planning Firms in California
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$1,000+$300+ / hr50 - 249Encinitas, CA
Services provided
Dark Horse CPAs, an Accounting company, was launched in 2015. The team focuses on Accounting and Finance & Accounting Outsourcing (FAO) and is based in Encinitas, California and Roswell, Georgia.
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$5,000+Undisclosed50 - 249San Diego, CA
Services provided
See all 1 projectsTGG Accounting is a financial services company specializing in running accounting and finance departments for businesses. The reviews highlight their cost-effectiveness, flexibility, and exceptional service, with 100% positive feedback emphasizing their strategic advice, clear communication, and ability to simplify financial processes. Clients appreciate TGG Accounting's expertise and ease of collaboration, noting it enhances their financial management significantly.
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UndisclosedUndisclosed250 - 999San Ramon, CA
Services provided
See all 10 projectsSensiba LLP is an audit and compliance firm specializing in SOC and ISO certifications, with a strong focus on SOC 2 compliance. The firm consistently receives high praise for its professionalism, timely delivery, and personalized support, with approximately 100% of reviews highlighting their effective project management and strong communication skills. Clients frequently commend their exceptional service and cultural alignment.
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UndisclosedUndisclosed10 - 49Palm Springs, CA
Services provided
See all 1 projectsBEAN COUNTER Bookkeeping LLC is a professional accounting and bookkeeping firm with expertise in California’s cannabis, inheritance, and federal tax laws. Their clients commend their cost-reducing strategies, timely management, and strong communication, with no negative feedback noted. Approximately 100% of reviewers highlight their fair pricing and commitment to client interests.
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Undisclosed$50 - $99 / hr50 - 249San Francisco, CA
Services provided
See all 2 projectsSage Finance is an accounting and financial advisory firm that provides comprehensive services, including bookkeeping, tax preparation, payroll processing, and financial reporting. Their reviews indicate strong client satisfaction, with 100% positive feedback highlighting their exceptional support, efficiency, and proactive approach in optimizing tax strategies and financial management. Clients particularly appreciate their timeliness and responsiveness in meeting compliance deadlines and addressing business needs.
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$1,000+$50 - $99 / hr50 - 249Auburn, CA
Services provided
Headquartered in Auburn, California and Jacksonville, Florida, Oak View Law Group is a Financial Advising & Planning company. They specialize in Financial Advising & Planning and Bankruptcy Law.
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UndisclosedUndisclosed2 - 9Carlsbad, CA
Services provided
Vistica Wealth Advisors is a Financial Advising & Planning company. They provide Financial Advising & Planning and were established in 2015. The company is in Carlsbad, California.
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UndisclosedUndisclosed50 - 249Calabasas, CA
Services provided
Cedars Business Services is a Business Consulting and Financial Advising & Planning company established in 1997. The team provides Business Consulting and Financial Advising & Planning.
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$5,000+$150 - $199 / hr50 - 249Oakland, CA
Services provided
USA Estimators is a Commercial Development and Financial Advising & Planning company. Established in 1999, the team specializes in Commercial Development and Financial Advising & Planning.
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UndisclosedUndisclosed10 - 49San Francisco, CA
Services provided
Vasl is a small San Francisco, California-based Financial Advising & Planning company. The team specializes in Financial Advising & Planning and Commercial Financing.
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UndisclosedUndisclosed50 - 249Los Angeles, CA
Services provided
Chaudhry CPA, a midsize Accounting and Financial Advising & Planning company, is based in Los Angeles, California. The team offers Accounting and Financial Advising & Planning.
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UndisclosedUndisclosed10 - 49Pasadena, CA
Services provided
Founded in 1976, First Financial Consulting is a small Financial Advising & Planning company. Their team offers Financial Advising & Planning and Funding & Investment.
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UndisclosedUndisclosed10 - 49Palo Alto, CA
Services provided
See all 1 projectsSMB Services offers website development, web design, and web application services. The overall feedback from reviews on Clutch.co highlights their collaborative approach and timely delivery, with clients appreciating their high ratings and effective virtual communication. The company received high praise for meeting project goals and delivering measurable outcomes.
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UndisclosedUndisclosed2 - 9Brentwood, CA
Services provided
All California Lending is a Financial Advising & Planning company launched in 2008. Their services include Financial Advising & Planning.
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UndisclosedUndisclosed10 - 49Artesia, CA
Services provided
Syriac CPA Tax & Accounting Services Inc is a small Financial Advising & Planning company founded in 2015. Their services include Financial Advising & Planning and Accounting.
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$1,000+Undisclosed50 - 249Ventura, CA
Services provided
American Legacy Solutions is a Financial Advising & Planning company established in 2014. The firm offers Financial Advising & Planning and Insurance Services & Brokers, and is midsize.
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UndisclosedUndisclosed10 - 49Santa Monica, CA
Services provided
Established in 2018, Top California Lender is a small Financial Advising & Planning company. Their services include Financial Advising & Planning and Insurance Services & Brokers.
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UndisclosedUndisclosed250 - 999Sacramento, CA
Services provided
Straine is a Business Consulting company founded in 1988. In Sacramento, California, the team focuses on Business Consulting and Financial Advising & Planning.
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UndisclosedUndisclosed2 - 9Vacaville, CA
Services provided
Stars and Sand Financial is a Financial Advising & Planning company. They are based in Vacaville, California. Their team provides Financial Advising & Planning and Financial Consulting.
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UndisclosedUndisclosed10 - 49Camarillo, CA
Services provided
Established in 2001, Economic Development Collaborative is a Business Consulting company. The agency specializes in Business Consulting and Commercial Financing.
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$1,000+$300+ / hr10 - 49Laguna Niguel, CA
Services provided
CAPATA is a Laguna Niguel, California-based Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Santa Rosa, CA
Services provided
Pacific Direct Mortgage is a Santa Rosa, California-based Financial Advising & Planning and Funding & Investment company. They specialize in Financial Advising & Planning and Funding & Investment.
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$1,000+< $25 / hr2 - 9Los Angeles, CA
Services provided
Abel-Viernes Business Services is a Financial Advising & Planning company. Their team is located in Los Angeles, California. The agency offers Financial Advising & Planning and Financial Consulting.
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UndisclosedUndisclosed10 - 49San Diego, CA
Services provided
BANKERS HILL ADVISORS is an Accounting company. The team is located in San Diego, California, and their services include Accounting and Business Consulting.
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Undisclosed$50 - $99 / hr2 - 9San Diego, CA
Services provided
See all 1 projectsTakeoff Advising is a Financial Advising and Planning firm noted for its customized services that cater to corporate needs, particularly in financial consulting, planning, and bookkeeping. The company is praised for its efficient project management, timely delivery, and cost-effective solutions, with 100% of reviewers highlighting their impressive ability to reduce costs by outsourcing specialized tasks.
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UndisclosedUndisclosed10 - 49Newark, CA
Services provided
Financial Advising & Planning company BizNCorp was launched in 2018. The firm offers Financial Advising & Planning and Corporate Law, and is small.
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$100,000+Undisclosed10 - 49Los Angeles, CA
Services provided
State Financial is a small Commercial Financing company in Los Angeles, California. Their services include Commercial Financing and Financial Advising & Planning.
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UndisclosedUndisclosed10 - 49San Mateo, CA
Services provided
Launched in 2021, HNK Bookkeeping, Inc is a small San Mateo, California-based Financial Advising & Planning company. Their services include Financial Advising & Planning and Financial Consulting.
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$1,000+< $25 / hr2 - 9Los Angeles, CA
Services provided
Back Office Outsourcing company PREMIER FINANCIAL Tax & Accounting Services focuses on Back Office Outsourcing and Accounting. They are located in Los Angeles, California and Burbank, California.
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UndisclosedUndisclosed2 - 9Fresno, CA
Services provided
Established in 1991, Valley Valuations, a small Business Consulting company, is located in Fresno, California. Their team focuses on Business Consulting and Accounting.
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$1,000+$100 - $149 / hr2 - 9San Carlos, CA
Services provided
Business Consulting company Kuhn Capital focuses on Business Consulting and Financial Advising & Planning. They are located in San Carlos, California.
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$1,000+Undisclosed2 - 9Concord, CA
Services provided
Highland Valley Digital is a Digital Strategy company. They provide Digital Strategy and Business Consulting and were established in 2021. The company is based in Concord, California.
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UndisclosedUndisclosed50 - 249Sacramento, CA
Services provided
Maksim Consultant Group is a Business Consulting company launched in 2000. The agency offers Business Consulting and Finance & Accounting Outsourcing (FAO).
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$10,000+< $25 / hr50 - 249Newport Beach, CA
Services provided
Launched in 2023, Blackstone Commodity Group is a Finance & Accounting Outsourcing (FAO) company. The team offers Finance & Accounting Outsourcing (FAO) and Commercial Financing.
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$5,000+Undisclosed2 - 9San Diego, CA
Services provided
See all 1 projectsNational Tax Attorney offers services such as back tax settlement, IRS installment payment plans, offer in compromise, and wage garnishment assistance. Overall feedback highlights their expertise, professionalism, and effective communication, with clients appreciating their value for cost and friendly approach.
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$1,000+Undisclosed10 - 49Irvine, CA
Services provided
Accounting company Vessel Advisors specializes in Accounting and Business Consulting. They are in Irvine, California.
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$1,000+$50 - $99 / hr10 - 49Irvine, CA
Services provided
Business Plans USA is a small Market Research company founded in 2021. Their services include Market Research and Business Consulting.
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UndisclosedUndisclosed1,000 - 9,999El Segundo, CA
Services provided
See all 1 projectsCetera Financial Group offers comprehensive services in Financial Advising, Financial Planning, and Investment Advisory. Reviews highlight the firm's ability to streamline processes, enhance productivity, and deliver better returns on investment. Clients appreciate the alignment with company values and the efficiency brought to their operations.
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UndisclosedUndisclosed250 - 999Sunnyvale, CA
Services provided
See all 4 projectsEdelman Financial Engines offers services in Financial Advising and Planning, Investment Advisory, and Wealth Management. Reviews highlight the company's ability to deliver value for cost through ongoing support and easy-to-follow strategies, contributing to stable business revenue and improved financial accounts. Clients appreciate the positive reviews, culture fit, and effective communication methods used by Edelman Financial Engines.
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UndisclosedUndisclosed1,000 - 9,999Los Angeles, CA
Services provided
See all 1 projectsFocalPoint provides Financial Advising, Financial Planning, and Investment Advisory services. Overall, reviews highlight the company’s effective support in economic growth and alignment with client values. Clients appreciate the good value for cost, positive culture fit, and comprehensive communication methods, although some suggest improvement in external communications.
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UndisclosedUndisclosed50 - 249San Francisco, CA
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Wetherby Asset Management is a Financial Advising & Planning company. The San Francisco, California-based agency was established in 1990. Their services include Financial Advising & Planning.
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UndisclosedUndisclosed50 - 249Foster City, CA
Services provided
Launched in 2006, Bertram Capital is a Financial Advising & Planning company. The team specializes in Financial Advising & Planning and Commercial Financing.
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UndisclosedUndisclosed50 - 249Santa Monica, CA
Services provided
Clearlake Capital Group, a Financial Advising & Planning company, was launched in 2006. The company focuses on Financial Advising & Planning and Commercial Financing, and is midsize.
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UndisclosedUndisclosed50 - 249Menlo Park, CA
Services provided
STG – Symphony Technology Group is a Financial Advising & Planning company. The team provides Financial Advising & Planning and Commercial Financing and is in Menlo Park, California.
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UndisclosedUndisclosed50 - 249Irvine, CA
Services provided
Launched in 2010, IRA Capital is a Financial Advising & Planning company. Their team specializes in Financial Advising & Planning and Commercial Financing.
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UndisclosedUndisclosed50 - 249Palo Alto, CA
Services provided
Altamont Capital Partners is a Financial Advising & Planning company. They were launched in 2010, and their services include Financial Advising & Planning and Commercial Financing.
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UndisclosedUndisclosed50 - 249San Francisco, CA
Services provided
Audax Private Equity is a midsize Financial Advising & Planning company. Founded in 1999, the team focuses on Financial Advising & Planning and Commercial Financing.
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UndisclosedUndisclosed1,000 - 9,999Los Angeles, CA
Services provided
Financial Advising & Planning company Houlihan Lokey was founded in 1990. The firm provides Financial Advising & Planning and Commercial Financing, and is large.
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UndisclosedUndisclosed50 - 249Hermosa Beach, CA
Services provided
Launched in 2005, Marlin Equity Partners is a Financial Advising & Planning company. The agency offers Financial Advising & Planning and Commercial Financing, and is midsize.
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UndisclosedUndisclosed50 - 249San Francisco, CA
Services provided
Francisco Partners, a Financial Advising & Planning company, was launched in 1999. The team focuses on Financial Advising & Planning and Commercial Financing.
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List of the Top 4 California Strategic Financial Planners
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$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
20% Financial Advising & Planning80% Other -
UndisclosedUndisclosed250 - 999San Ramon, CA
Ability to deliver
27.2/40.018.2/20 Reviews0/10 Clients & Experience9/10 Market PresenceService focus
10% Financial Advising & Planning90% 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% Financial Advising & Planning50% 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
20% Financial Advising & Planning80% Other -
$1,000+$50 - $99 / hr50 - 249Auburn, CA
Ability to deliver
7.4/40.00/20 Reviews0/10 Clients & Experience7.4/10 Market PresenceService focus
65% Financial Advising & Planning35% Other -
UndisclosedUndisclosed2 - 9Carlsbad, CA
Ability to deliver
8/40.00/20 Reviews2.1/10 Clients & Experience6/10 Market PresenceService focus
100% Financial Advising & Planning -
UndisclosedUndisclosed50 - 249Calabasas, CA
Ability to deliver
6.1/40.00/20 Reviews0/10 Clients & Experience6.1/10 Market PresenceService focus
50% Financial Advising & Planning50% Other -
$5,000+$150 - $199 / hr50 - 249Oakland, CA
Ability to deliver
5.5/40.00/20 Reviews0/10 Clients & Experience5.5/10 Market PresenceService focus
50% Financial Advising & Planning50% Other -
UndisclosedUndisclosed10 - 49San Francisco, CA
Ability to deliver
7.5/40.00/20 Reviews2.4/10 Clients & Experience5.2/10 Market PresenceService focus
40% Financial Advising & Planning60% Other -
UndisclosedUndisclosed50 - 249Los Angeles, CA
Ability to deliver
4.9/40.00/20 Reviews0/10 Clients & Experience4.9/10 Market PresenceService focus
50% Financial Advising & Planning50% Other -
UndisclosedUndisclosed10 - 49Pasadena, CA
Ability to deliver
5.3/40.00/20 Reviews0/10 Clients & Experience5.3/10 Market PresenceService focus
50% Financial Advising & Planning50% Other -
UndisclosedUndisclosed10 - 49Palo Alto, CA
Ability to deliver
8.1/40.00/20 Reviews1.8/10 Clients & Experience6.4/10 Market PresenceService focus
20% Financial Advising & Planning80% Other -
UndisclosedUndisclosed2 - 9Brentwood, CA
Ability to deliver
5.2/40.00/20 Reviews0/10 Clients & Experience5.2/10 Market PresenceService focus
100% Financial Advising & Planning -
UndisclosedUndisclosed10 - 49Artesia, CA
Ability to deliver
5.2/40.00/20 Reviews0/10 Clients & Experience5.2/10 Market PresenceService focus
40% Financial Advising & Planning60% Other -
$1,000+Undisclosed50 - 249Ventura, CA
Ability to deliver
4.9/40.00/20 Reviews0/10 Clients & Experience4.9/10 Market PresenceService focus
35% Financial Advising & Planning65% Other -
UndisclosedUndisclosed10 - 49Santa Monica, CA
Ability to deliver
4/40.00/20 Reviews0/10 Clients & Experience4/10 Market PresenceService focus
60% Financial Advising & Planning40% Other -
UndisclosedUndisclosed250 - 999Sacramento, CA
Ability to deliver
5.5/40.00/20 Reviews0/10 Clients & Experience5.5/10 Market PresenceService focus
20% Financial Advising & Planning80% Other -
UndisclosedUndisclosed2 - 9Vacaville, CA
Ability to deliver
4.6/40.00/20 Reviews0/10 Clients & Experience4.6/10 Market PresenceService focus
50% Financial Advising & Planning50% Other -
UndisclosedUndisclosed10 - 49Camarillo, CA
Ability to deliver
6.9/40.00/20 Reviews0/10 Clients & Experience6.9/10 Market PresenceService focus
20% Financial Advising & Planning80% Other