Top Financial Services Firms in Orange County
-
Featured
What are Featured Providers?
$50,000+$200 - $300 / hr10 - 49Serves Orange County, CAServices provided
See all 7 projectsCSTMR is a digital marketing agency that specializes in branding, web development, and digital marketing strategies, particularly within the fintech and financial services sectors. Across the reviews, 100% of clients praised their project management, noting timely and effective communication. Approximately 83% highlighted CSTMR's ability to deliver impressive results, such as tripled website traffic and enhanced brand positioning. The consistent theme in feedback emphasized their deep industry knowledge and commitment to client success.
$25,000+Undisclosed250 - 999Serves Orange County, CAServices 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 - 9Los Angeles, CA
Services provided
Vicken J. Festekjian, CPA is an Accounting company in Los Angeles, California. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Long Beach, CA
Services provided
Burbank Tax Services is an Accounting company. Their team is based in Long Beach, California. The company offers Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Long Beach, CA
Services provided
Shaw & Blasi LLP, an Accounting company, is based in Long Beach, California. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Long Beach, CA
Services provided
Launched in 1973, Heather R Chambers, CPA, Inc is an Accounting company. In Long Beach, California, the team offers Accounting.
Read more -
UndisclosedUndisclosed2 - 9Long Beach, CA
Services provided
Jesse F Moreno CPA is an Accounting company launched in 2002. Their team offers Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Westlake Village, CA
Services provided
Garry A. Jones & Associates is a small Accounting company founded in 1990. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Long Beach, CA
Services provided
Based in Long Beach, California, Montue, Woodard & Associates is an Accounting company. They focus on Accounting.
Read more -
UndisclosedUndisclosed2 - 9Long Beach, CA
Services provided
K. I. Patton, CPA is a small Accounting company. Established in 2005, the team focuses on Accounting.
Read more -
UndisclosedUndisclosed2 - 9Long Beach, CA
Services provided
Johnson Accounting, Inc. Is a Long Beach, California-based Accounting company. They provide Accounting and were established in 2013.
Read more -
UndisclosedUndisclosed2 - 9Long Beach, CA
Services provided
Hamilton Mercer & Werre, an Accounting company, is headquartered in Long Beach, California. They provide Accounting and were founded in 2013.
Read more -
UndisclosedUndisclosed2 - 9Long Beach, CA
Services provided
Sawin & Kotani, CPA's is an Accounting company founded in 2003. Headquartered in Long Beach, California, the team offers Accounting.
Read more -
UndisclosedUndisclosed2 - 9Calabasas, CA
Services provided
Lucove, Say & Co. Is a Calabasas, California-based Accounting company. They provide Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Calabasas, CA
Services provided
RMM Accounting is an Accounting company. Headquartered in Calabasas, California, their small team offers Accounting. The company was launched in 2009.
Read more -
UndisclosedUndisclosed2 - 9Calabasas, CA
Services provided
Whitfield & Company, P.C. Is an Accounting company. Located in Calabasas, California, the company was launched in 2010. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Calabasas, CA
Services provided
Deborah Schuch, CPA is an Accounting company. Their team is in Calabasas, California and provides Accounting.
Read more -
UndisclosedUndisclosed10 - 49Calabasas, CA
Services provided
Accounting company Esmond & Associates Inc. CPAs is headquartered in Calabasas, California. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Calabasas, CA
Services provided
Accounting company SZABO ACCOUNTANCY CORP. Is headquartered in Calabasas, California. The team offers Accounting.
Read more -
UndisclosedUndisclosed10 - 49Long Beach, CA
Services provided
Ensymbios, Inc. Is an IT strategy consulting company. The team offers IT strategy consulting and CRM consulting and SI and is based in Long Beach, California.
Read more -
UndisclosedUndisclosed2 - 9Laguna Beach, CA
Services provided
Accounting & Tax Solutions is an Accounting company. They were established in 1990, and their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Laguna Beach, CA
Services provided
Alexander Alvarez & Company, CPAs, an Accounting company, was established in 1997. The team offers Accounting and is located in Laguna Beach, California.
Read more -
UndisclosedUndisclosed2 - 9Laguna Beach, CA
Services provided
Scott Holt, CPA is an Accounting company. The team focuses on Accounting and Business Consulting and is in Laguna Beach, California.
Read more -
UndisclosedUndisclosed10 - 49Oceanside, CA
Services provided
DOAAR is an Accounting company. They are based in Oceanside, California, and their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Laguna Beach, CA
Services provided
BFI Accounting is an Accounting company. Their team is in Laguna Beach, California and specializes in Accounting.
Read more -
UndisclosedUndisclosed2 - 9Laguna Niguel, CA
Services provided
Mellotti & Rasmusson, an Accounting company, was founded in 1993. The firm focuses on Accounting and Business Consulting, and is small.
Read more -
UndisclosedUndisclosed2 - 9Laguna Beach, CA
Services provided
ROY & COMPANY is an Accounting company. They focus on Accounting and Business Consulting and were established in 1984.
Read more -
UndisclosedUndisclosed2 - 9Newport Beach, CA
Services provided
Riordan & Associates, CPAs is an Accounting company. The Newport Beach, California-based firm was launched in 2008. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Laguna Niguel, CA
Services provided
Robert E Frohlking, CPA PC is an Accounting company. Based in Laguna Niguel, California, the team focuses on Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Laguna Niguel, CA
Services provided
Accounting company Robert A. Owens, CPA was founded in 1987. The team specializes in Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Laguna Niguel, CA
Services provided
Omega Accounting Solutions is an Accounting company. They offer Accounting and were founded in 2007.
Read more -
UndisclosedUndisclosed2 - 9Calabasas, CA
Services provided
Accounting company Barry Kritz & Associates was established in 1976. The company specializes in Accounting.
Read more -
UndisclosedUndisclosed10 - 49Calabasas, CA
Services provided
Hunnicutt Okamoto Kurges & Associates is an Accounting company. The Calabasas, California-based firm specializes in Accounting.
Read more -
UndisclosedUndisclosed2 - 9Laguna Niguel, CA
Services provided
Kartchner & Associates, an Accounting company, is based in Laguna Niguel, California. They offer Accounting.
Read more -
UndisclosedUndisclosed2 - 9Long Beach, CA
Services provided
CG Johnson & Company is an Accounting company. In Long Beach, California, the firm was established in 1998. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed10 - 49Gardena, CA
Services provided
TOPC Potentia is an Accounting company. Established in 1999, the company provides Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Gardena, CA
Services provided
GoPro Financial is a small Gardena, California-based Accounting company. The team focuses on Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Long Beach, CA
Services provided
Tax Professionals is an Accounting company. They were founded in 1994, and their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Carson, CA
Services provided
Chukwuka A. Chidi CPA Inc., an Accounting company, was established in 2010. Located in Carson, California, the team specializes in Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Paramount, CA
Services provided
Luis M. Herrera - PA, EA Advanced Accounting & Tax Service is an Accounting company. The Paramount, California-based firm was founded in 1985. Their team specializes in Accounting.
Read more -
UndisclosedUndisclosed10 - 49Gardena, CA
Services provided
Applied Accountancy is a Gardena, California-based Accounting company. They provide Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Long Beach, CA
Services provided
Appleby Commercial Real Estate is a Commercial Brokerage Services company launched in 1999. In Long Beach, California, the team focuses on Commercial Brokerage Services and Accounting.
Read more -
UndisclosedUndisclosed2 - 9Long Beach, CA
Services provided
Bancap Commercial Real Estate is a Commercial Brokerage Services company. Headquartered in Long Beach, California, the company focuses on Commercial Brokerage Services and Accounting.
Read more -
UndisclosedUndisclosed10 - 49Palmdale, CA
Services provided
Burkey Cox Evans & Bradford is a small Accounting company founded in 1956. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Carlsbad, CA
Services provided
Located in Carlsbad, California, Filipovitch and Co., CPA is an Accounting company. The team specializes in Accounting.
Read more -
UndisclosedUndisclosed2 - 9Carlsbad, CA
Services provided
Michael Hasan, CPA is an Accounting company. Established in 2003, the team specializes in Accounting. The company is based in Carlsbad, California.
Read more -
UndisclosedUndisclosed2 - 9Carlsbad, CA
Services provided
Fichera & Company, CPAs is an Accounting company founded in 1997. The small team focuses on Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Carlsbad, CA
Services provided
Accounting company JL Wennes CPAs is located in Carlsbad, California. The team focuses on Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Carlsbad, CA
Services provided
Founded in 2017, MTEA Tax & Accounting is a small Accounting company. Their team focuses on Accounting.
Read more -
UndisclosedUndisclosed2 - 9Carlsbad, CA
Services provided
Headquartered in Carlsbad, California, FARKAS TAX ADVISORS, INC. Is a small Accounting company. The team provides Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Carlsbad, CA
Services provided
Founded in 2003, CapForge, Inc is an Accounting company. The agency focuses on Accounting and Business Consulting, and is small.
Read more -
UndisclosedUndisclosed2 - 9Carlsbad, CA
Services provided
Beck & Company CPAs Inc., a small Accounting company, is located in Carlsbad, California. Their services include 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 13 Orange County Financial Services Companies
-
$1,000+Undisclosed10 - 49Irvine, CA
Ability to deliver
31.7/40.015.8/20 Reviews8.4/10 Clients & Experience7.5/10 Market PresenceService focus
35% Accounting65% Other -
$1,000+Undisclosed1,000 - 9,999Irvine, CA
Ability to deliver
31.5/40.017.8/20 Reviews6.6/10 Clients & Experience7.1/10 Market PresenceService focus
60% Accounting40% Other -
Undisclosed< $25 / hr1,000 - 9,999Santa Ana, CA
Ability to deliver
26.9/40.015.2/20 Reviews2.2/10 Clients & Experience9.5/10 Market PresenceService focus
40% Accounting60% 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 -
$1,000+$150 - $199 / hr50 - 249Irvine, 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 -
$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 - 49Whittier, 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$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 - 249Irvine, CA
Ability to deliver
16.2/40.016.2/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
20% Accounting80% Other -
UndisclosedUndisclosed10 - 49Irvine, CA
Ability to deliver
16.2/40.016.2/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
100% Accounting -
$5,000+$150 - $199 / hr2 - 9Los Angeles, CA
Ability to deliver
26/40.016.2/20 Reviews5.2/10 Clients & Experience4.6/10 Market PresenceService focus
50% Accounting50% Other -
$1,000+$100 - $149 / hr250 - 999Newport Beach, CA
Ability to deliver
9.8/40.03.2/20 Reviews0/10 Clients & Experience6.6/10 Market PresenceService focus
100% Accounting -
UndisclosedUndisclosed250 - 999Irvine, CA
Ability to deliver
8.8/40.00/20 Reviews0/10 Clients & Experience8.8/10 Market PresenceService focus
60% Accounting40% Other -
UndisclosedUndisclosed50 - 249Manhattan Beach, CA
Ability to deliver
34/40.019.6/20 Reviews4.9/10 Clients & Experience9.5/10 Market PresenceService focus
40% Accounting60% Other -
UndisclosedUndisclosed10 - 49Irvine, CA
Ability to deliver
8.2/40.00/20 Reviews2.1/10 Clients & Experience6.1/10 Market PresenceService focus
50% Accounting50% Other -
$5,000+$100 - $149 / hr50 - 249Irvine, CA
Ability to deliver
8.1/40.00/20 Reviews1/10 Clients & Experience7.1/10 Market PresenceService focus
80% Accounting20% Other -
UndisclosedUndisclosed50 - 249Newport Beach, CA
Ability to deliver
7.7/40.00/20 Reviews2.1/10 Clients & Experience5.6/10 Market PresenceService focus
30% Accounting70% Other -
$1,000+$100 - $149 / hr50 - 249Irvine, CA
Ability to deliver
7.7/40.00/20 Reviews0/10 Clients & Experience7.7/10 Market PresenceService focus
100% Accounting -
$1,000+$25 - $49 / hr10 - 49Irvine, CA
Ability to deliver
7.4/40.00/20 Reviews1.4/10 Clients & Experience6/10 Market PresenceService focus
100% Accounting -
$1,000+$100 - $149 / hr250 - 999Irvine, CA
Ability to deliver
7.2/40.00/20 Reviews0/10 Clients & Experience7.2/10 Market PresenceService focus
100% Accounting -
$1,000+$25 - $49 / hr50 - 249Newport Beach, CA
Ability to deliver
6.2/40.00/20 Reviews0/10 Clients & Experience6.2/10 Market PresenceService focus
95% Accounting2% Financial Advising & Planning3% Other -
$1,000+$100 - $149 / hr1,000 - 9,999Irvine, CA
Ability to deliver
6/40.00/20 Reviews0/10 Clients & Experience6/10 Market PresenceService focus
100% Accounting -
UndisclosedUndisclosed2 - 9Santa Ana, CA
Ability to deliver
6/40.00/20 Reviews0/10 Clients & Experience6/10 Market PresenceService focus
80% Accounting20% Other -
UndisclosedUndisclosed10 - 49Irvine, CA
Ability to deliver
5.9/40.00/20 Reviews0/10 Clients & Experience6/10 Market PresenceService focus
10% Accounting90% Other -
$1,000+$100 - $149 / hr250 - 999Newport Beach, CA
Ability to deliver
5.7/40.00/20 Reviews0/10 Clients & Experience5.7/10 Market PresenceService focus
100% Accounting -
$1,000+$100 - $149 / hr50 - 249Irvine, CA
Ability to deliver
5.6/40.00/20 Reviews0/10 Clients & Experience5.6/10 Market PresenceService focus
100% Accounting -
$1,000+$100 - $149 / hr50 - 249Irvine, CA
Ability to deliver
5.6/40.00/20 Reviews0/10 Clients & Experience5.6/10 Market PresenceService focus
100% Accounting
