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Top Financial Services Firms in Los Angeles

Ratings Updated: March 17, 2025

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All Companies Leaders Matrix Pricing Services Guide

2,012 Companies

10 Leaders 15 Contenders

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2,012 Companies

Country: United States

State: California

City: Los Angeles

List of the Top Los Angeles Financial Services Companies

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1840 & Company

4.8 13 reviews
Premier Verified

$10,000+

< $25 / hr

250 - 999

Serves Los Angeles, CA

Services provided

20% Customer Service Outsourcing

20% HR Outsourcing

15% Back Office Outsourcing +3 services

15% Call Center Services

15% Finance & Accounting Outsourcing (FAO)

15% Sales Outsourcing

1840 & Company is a provider of Accounting Services, specializing in bookkeeping, financial analysis, and CPA support. Reviews indicate consistent satisfaction, highlighting their effective management and global talent access. Clients reported a 25% business growth and praised their timely task completion and clear communication, with 100% of feedback being positive.

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Reviews mention Exceeds expectations

Clients consistently report that 1840 & Company exceeds expectations in project delivery and results. One reviewer noted significant sales growth month over month, highlighting the company's effective training and management of their sales team. Excellent communication and timely deliverables were emphasized, with clients appreciating the operational expertise and engagement from leadership. The rapid success during the pilot phase and the ability to adapt to additional business needs further demonstrate the company's commitment to exceeding client goals.

B2B Phone Sales Team Dev & Mgmt for VoIP Telecom Provider

5.0 Jun 21, 2024

Sales results have been above expectations and grown month over month each month they've been onboard. Willingness and ability to adapt and take on additional LOB for the Paid Marketing leads and convert at above acceptable levels while maintaining all other KPI's. As we've added business with them, they continue that engagement level and exceed expectations.

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1 of 2 Accounting reviews are 5 stars

$10,000 – $49,000 avg. project cost

Accounting PROJECT HIGHLIGHT

Bookkeeping & Record-Keeping Assistance for Accounting Firm

5.0 — 1840 & Company provides bookkeeping and record-keeping assistance to an accounting and bookkeeping company. They take care of the repetitive and time-consuming processes and work around 10–15 Read more

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Australia (1)

Canada (3)

Kenya (1)

United States (6)

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CSTMR

4.9 5 reviews
Premier Verified

$25,000+

$200 - $300 / hr

10 - 49

Serves Los Angeles, CA

Services provided

20% Search Engine Optimization

15% Pay Per Click

15% Web Design +5 services

10% Advertising

10% Branding

10% Content Marketing

10% Digital Strategy

10% Social Media Marketing

CSTMR is a digital marketing agency specializing in financial services, offering expertise in SEO, content development, branding, website development, and digital advertising. The reviews indicate a high level of satisfaction, with clients praising their adaptability, strategic insights, and effective project management. Approximately 85% of reviewers highlight CSTMR's role in enhancing brand visibility and digital engagement, while 10% mention a need for improved timeliness in specific tasks. Overall, CSTMR is recognized for its commitment and capability in driving marketing success.

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Reviews mention Results-oriented

CSTMR has received positive feedback for their results-oriented approach, exemplified by a client's mention of achieving year-end goals with a lower customer acquisition cost (CPA) through well-optimized advertising campaigns. The client praised CSTMR's ability to utilize data for ad performance optimization and highlighted the team's capability to deliver results despite challenges. Overall, the sentiment reflects satisfaction with CSTMR's effectiveness in meeting project objectives and fostering progress.

Digital & Content Marketing for Money Transfer Platform

5.0 Jan 20, 2021

Progress in not only implementing an ad strategy that’s on-target but also one that has clearly helped us achieve our year-end goals with a lower CPA, year after year. With everything from well thought out and well-optimized advertising campaigns that reaches our audiences, to automated marketing tools, blog strategy and content, and so much more. They’ve really helped bring our brand to life.

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Livonia, Michigan (1)

Minneapolis, Minnesota (1)

Princeton, New Jersey (1)

Albany, New York (1)

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Talent Formula

5.0 1 review
Verified

$25,000+

Undisclosed

250 - 999

Serves Los Angeles, CA

Services provided

50% Accounting

50% Finance & Accounting Outsourcing (FAO)

Talent 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.

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1 of 1 Accounting reviews are 5 stars

1 new review for Accounting in past 6 months

$200,000 – $999,999 avg. project cost

Accounting PROJECT HIGHLIGHT

Recruitment & Mgmt Support for Technology & Accounting Firm

5.0 — Talent Formula provides recruitment and management support for a technology and accounting firm. They find qualified candidates with different levels of seniority to support the client's growing Read more

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Atlantic Global Risk LLC

Not yet reviewed

Undisclosed

Undisclosed

50 - 249

Los Angeles, CA

Services provided

20% Accounting

20% Commercial Financing

20% Financial Consulting +2 services

20% Funding & Investment

20% Insurance Services & Brokers

Atlantic Global Risk LLC is a Commercial Financing company. The Toronto, Canada-based company was launched in 2017. Their team offers Commercial Financing and Accounting.
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Paradigm Payroll Services LLC

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Torrance, CA

Services provided

70% Accounting

30% HR Outsourcing

Paradigm Payroll Services LLC is an Accounting company based in Torrance, California. They specialize in Accounting and HR Outsourcing and were launched in 2012.
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Quartermaster Payroll Providers

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Santa Clarita, CA

Services provided

100% Accounting

Quartermaster Payroll Providers is an Accounting company based in Santa Clarita, California. They provide Accounting.
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Kaiser & Bonds LLP

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Long Beach, CA

Services provided

50% Accounting

30% Litigation Support Services

20% Financial Advising & Planning

Founded in 2018, Kaiser & Bonds LLP is an Accounting company. The team specializes in Accounting and Litigation Support Services.
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B. Riley Farber

Not yet reviewed

Undisclosed

Undisclosed

50 - 249

Los Angeles, CA

Services provided

20% Business Valuation Services

20% Financial Advising & Planning

15% Executive Search +3 services

15% HR Consulting

15% Insurance Services & Brokers

15% Litigation Support Services

Founded in 1979, B. Riley Farber is a midsize Toronto, Canada-based Financial Advising & Planning company. Their team specializes in Financial Advising & Planning and Business Valuation Services.
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Kaztronix LLC

Not yet reviewed

Undisclosed

Undisclosed

50 - 249

Aliso Viejo, CA

Services provided

20% Accounting

40% Recruitment Process Outsourcing

20% Recruiting +1 service

20% Staffing

Kaztronix LLC is a Recruitment Process Outsourcing company. The midsize Aliso Viejo, California-based team specializes in Recruitment Process Outsourcing and Accounting. The firm was founded in
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ECHELON Partners

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Manhattan Beach, CA

Services provided

50% Business Consulting

25% Financial Advising & Planning

25% Funding & Investment

ECHELON Partners is a Business Consulting company in Manhattan Beach, California. They offer Business Consulting and Financial Advising & Planning and were founded in 2001.
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PS Business Management, LLC

Not yet reviewed

Undisclosed

Undisclosed

50 - 249

Los Angeles, CA

Services provided

20% Accounting

40% Business Consulting

20% Financial Advising & Planning +1 service

20% Financial Consulting

Business Consulting company PS Business Management, LLC was launched in 2002. The company offers Business Consulting and Accounting, and is midsize.
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SHERIDAN PARTNERS

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

Los Angeles, CA

Services provided

25% Accounting

25% Business Consulting

25% Financial Advising & Planning +1 service

25% Fractional CFO Services

In Sheridan, Wyoming and Schaumburg, Illinois, SHERIDAN PARTNERS is a Business Consulting company. Their services include Business Consulting and Accounting.
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Empaxis Data Management, Inc.

Not yet reviewed

Undisclosed

Undisclosed

50 - 249

El Segundo, CA

Services provided

60% Accounting

20% Back Office Outsourcing

20% Robotics Process Automation

Empaxis Data Management, Inc. Is an Accounting company. The El Segundo, California-based firm was established in 2004. Their services include Accounting and Back Office Outsourcing.
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Riverside Notary Service

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Riverside, CA

Services provided

80% Litigation Support Services

10% Banking Law

10% Financial Advising & Planning

Riverside Notary Service, a Litigation Support Services company, specializes in Litigation Support Services and Financial Advising & Planning. The firm is based in Riverside, California.
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Southland Data Processing

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

Upland, CA

Services provided

20% Accounting

20% Back Office Outsourcing

20% Corporate Training & Coaching +3 services

20% HR Consulting

10% Event Management

10% Search Engine Optimization

Southland Data Processing, a Back Office Outsourcing company, was founded in 1986. The small team provides Back Office Outsourcing and Corporate Training & Coaching.
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Ability to deliver

Focus

Proven

Market Leaders

Emerging

Niche

Clutch Leaders Matrix

Rollover to see company insights or click a company below for more details.

1 indinero

2 Basis 365 Accounting

3 A Bigger Bottom Line, LLC.

4 DCG | CPA and Management Consulting Firm

5 Westside Financial

6 VargasAndrews

7 Lalea & Black

8 Prime Accounting Solutions

9 Rockwell Capital Group

10 BEAN COUNTER

A Clutch Leaders Matrix provides a broad view of the top-performing companies in a particular service or location. Each company featured in a Leaders Matrix is evaluated based on Focus and Ability to Deliver. The size of each circle indicates that company’s size. Learn More

Focus (x-axis)

Focus accounts for a company’s specialization within a certain service.

Ability to Deliver (y-axis)

Ability to Deliver considers three criteria:

Client feedback and reviews
Work experience and previous projects
Market presence and reputation in the industry

List of the Top 10 Los Angeles Financial Services Companies

indinero

Undisclosed

$100 - $149 / hr

50 - 249

Walnut, CA

Ability to deliver

38.6/40.0

18.6/20 Reviews

10/10 Clients & Experience

10/10 Market Presence

Service focus

30% Accounting

70% Other

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Basis 365 Accounting

$1,000+

Undisclosed

10 - 49

West Hollywood, CA

Ability to deliver

31.7/40.0

15.8/20 Reviews

8.4/10 Clients & Experience

7.5/10 Market Presence

Service focus

35% Accounting

65% Other

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A Bigger Bottom Line, LLC.

$5,000+

$150 - $199 / hr

2 - 9

Irvine, CA

Ability to deliver

26/40.0

16.2/20 Reviews

5.2/10 Clients & Experience

4.6/10 Market Presence

Service focus

50% Accounting

50% Other

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DCG | CPA and Management Consulting Firm

Undisclosed

Undisclosed

50 - 249

Los Angeles, CA

Ability to deliver

25.7/40.0

16.4/20 Reviews

4.7/10 Clients & Experience

4.6/10 Market Presence

Service focus

50% Accounting

50% Other

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Westside Financial

$1,000+

< $25 / hr

2 - 9

Los Angeles, CA

Ability to deliver

24/40.0

16.2/20 Reviews

1.5/10 Clients & Experience

6.4/10 Market Presence

Service focus

50% Accounting

50% Other

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VargasAndrews

$10,000+

$150 - $199 / hr

2 - 9

Los Angeles, CA

Ability to deliver

23.9/40.0

15.6/20 Reviews

3.4/10 Clients & Experience

4.9/10 Market Presence

Service focus

15% Accounting

85% Other

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Lalea & Black

Undisclosed

Undisclosed

2 - 9

Beverly Hills, CA

Ability to deliver

23.5/40.0

16.2/20 Reviews

1.3/10 Clients & Experience

5.9/10 Market Presence

Service focus

60% Accounting

40% Other

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Prime Accounting Solutions

$1,000+

$100 - $149 / hr

10 - 49

Culver City, CA

Ability to deliver

23/40.0

16.2/20 Reviews

1.5/10 Clients & Experience

5.3/10 Market Presence

Service focus

100% Accounting

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Rockwell Capital Group

$1,000+

$100 - $149 / hr

2 - 9

Glendale, CA

Ability to deliver

22.6/40.0

16.2/20 Reviews

1.4/10 Clients & Experience

4.9/10 Market Presence

Service focus

100% Accounting

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BEAN COUNTER

Undisclosed

Undisclosed

10 - 49

Whittier, CA

Ability to deliver

22.1/40.0

16.2/20 Reviews

0.7/10 Clients & Experience

5.2/10 Market Presence

Service focus

50% Accounting

50% Financial Advising & Planning

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Gumbiner Savett

$1,000+

$25 - $49 / hr

50 - 249

Santa Monica, CA

Ability to deliver

15.3/40.0

0/20 Reviews

6.3/10 Clients & Experience

9/10 Market Presence

Service focus

100% Accounting

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Meru Accounting

Undisclosed

< $25 / hr

250 - 999

Los Angeles, CA

Ability to deliver

27.9/40.0

16.2/20 Reviews

2.2/10 Clients & Experience

9.5/10 Market Presence

Service focus

40% Accounting

60% Other

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Fullsteam - Insurance Brokerage

Undisclosed

Undisclosed

10 - 49

Los Angeles, CA

Ability to deliver

10.2/40.0

0/20 Reviews

5.1/10 Clients & Experience

5.2/10 Market Presence

Service focus

100% Insurance Services & Brokers

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Armanino

$1,000+

$100 - $149 / hr

250 - 999

Los Angeles, CA

Ability to deliver

9.8/40.0

0/20 Reviews

2.4/10 Clients & Experience

7.4/10 Market Presence

Service focus

100% Accounting

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Squar Milner

$1,000+

$100 - $149 / hr

250 - 999

Los Angeles, CA

Ability to deliver

9.8/40.0

3.2/20 Reviews

0/10 Clients & Experience

6.6/10 Market Presence

Service focus

100% Accounting

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Aldrich

Undisclosed

Undisclosed

250 - 999

Pasadena, CA

Ability to deliver

8.8/40.0

0/20 Reviews

0/10 Clients & Experience

8.8/10 Market Presence

Service focus

60% Accounting

40% Other

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Signature Analytics

$5,000+

$100 - $149 / hr

50 - 249

Irvine, CA

Ability to deliver

8.1/40.0

0/20 Reviews

1/10 Clients & Experience

7.1/10 Market Presence

Service focus

80% Accounting

20% Other

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Ledger Labs, Inc.

$1,000+

$50 - $99 / hr

50 - 249

Los Angeles, CA

Ability to deliver

7.7/40.0

0/20 Reviews

1/10 Clients & Experience

6.7/10 Market Presence

Service focus

50% Accounting

50% Financial Advising & Planning

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Gursey Schneider

$1,000+

$100 - $149 / hr

50 - 249

Los Angeles, CA

Ability to deliver

7.7/40.0

0/20 Reviews

0/10 Clients & Experience

7.7/10 Market Presence

Service focus

100% Accounting

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Green Hasson Janks

$1,000+

$100 - $149 / hr

50 - 249

Los Angeles, CA

Ability to deliver

7.4/40.0

0/20 Reviews

1.8/10 Clients & Experience

5.6/10 Market Presence

Service focus

100% Accounting

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illi Commercial Real Estate

$1,000+

$100 - $149 / hr

50 - 249

Los Angeles, CA

Ability to deliver

7.4/40.0

0/20 Reviews

0/10 Clients & Experience

7.4/10 Market Presence

Service focus

20% Accounting

80% Other

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SingerLewak

$1,000+

$100 - $149 / hr

250 - 999

Los Angeles, CA

Ability to deliver

7.2/40.0

0/20 Reviews

0/10 Clients & Experience

7.2/10 Market Presence

Service focus

100% Accounting

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Ogden Page Accountancy Corporation

Undisclosed

Undisclosed

10 - 49

Los Angeles, CA

Ability to deliver

16.2/40.0

16.2/20 Reviews

0/10 Clients & Experience

0/10 Market Presence

Service focus

100% Accounting

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Simpler Horizons Insurance Solutions

$1,000+

< $25 / hr

10 - 49

Los Angeles, CA

Ability to deliver

6.3/40.0

0/20 Reviews

0/10 Clients & Experience

6.4/10 Market Presence

Service focus

100% Insurance Services & Brokers

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Sancus Tax and Accounting

Undisclosed

Undisclosed

2 - 9

Long Beach, CA

Ability to deliver

6.2/40.0

0/20 Reviews

0/10 Clients & Experience

6.2/10 Market Presence

Service focus

50% Accounting

50% Other

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