Top Financial Services Firms in San Diego
-
Featured
What are Featured Providers?
$50,000+$200 - $300 / hr10 - 49Serves San Diego, CAServices 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 San Diego, 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.
-
UndisclosedUndisclosed10 - 49San Diego, CA
Services provided
Kondler & Associates is a small Las Vegas, Nevada-based Accounting company. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9San Diego, CA
Services provided
F & C Payroll & Accounting is a small Accounting company in San Diego, California. The team specializes in Accounting.
Read more -
UndisclosedUndisclosed2 - 9San Diego, CA
Services provided
See all 1 projectsChristian Accounting and Payroll Services offers comprehensive services including Accounting, Payroll Services, and Corporate year-end work. Clients commend their excellent communication, quality financial reports, and proactive approach, with a notable mention of their accessibility and personalized service. The firm’s competitive pricing and ability to exceed client expectations are recurrent themes in the feedback.
-
UndisclosedUndisclosed2 - 9San Diego, CA
Services provided
Established in 2005, United Payroll & Hr Services Inc is an Accounting company. Their services include Accounting.
Read more -
UndisclosedUndisclosed50 - 249San Diego, CA
Services provided
Lavine, Lofgren, Morris & Engelberg, LLP is an Accounting company. Established in 1985, the team provides Accounting. The firm is based in San Diego, California.
Read more -
UndisclosedUndisclosedFreelancerChula Vista, CA
Services provided
Bonilla Accounting Firm, an Accounting company, is located in Chula Vista, California. They focus on Accounting.
Read more -
UndisclosedUndisclosed10 - 49San Diego, CA
Services provided
Accounting company Leaf & Cole, LLP was established in 1959. The team offers Accounting and is based in San Diego, California.
Read more -
UndisclosedUndisclosed2 - 9Temecula, CA
Services provided
Established in 2005, Daniel E. Greene, CPA, CTC is a small Accounting company in Temecula, California. Their team focuses on Accounting.
Read more -
UndisclosedUndisclosed10 - 49San Diego, CA
Services provided
Christy White Associates is a San Diego, California-based Accounting company. They offer Accounting and Business Consulting and were founded in 2010.
Read more -
UndisclosedUndisclosed50 - 249San Diego, CA
Services provided
Considine & Considine is an Accounting company based in San Diego, California. The team provides Accounting.
Read more -
UndisclosedUndisclosed50 - 249San Diego, CA
Services provided
Accounting company CapinCrouse LLP was founded in 1972. The company focuses on Accounting.
Read more -
UndisclosedUndisclosed10 - 49San Diego, CA
Services provided
Gatto, Pope & Walwick, LLP is an Accounting company. They are located in San Diego, California and have small team. They offer Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed10 - 49San Diego, CA
Services provided
JGD & Associates LLP, an Accounting company, is based in San Diego, California. They specialize in Accounting.
Read more -
UndisclosedUndisclosed10 - 49San Diego, CA
Services provided
LevitZacks, Certified Public Accountants is a small Accounting company launched in 1964. Their team provides Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed10 - 49Rancho Santa Margarita, CA
Services provided
Launched in 2004, Barnett & Company, Inc. Certified Public Accountants is an Accounting company. The team offers Accounting and Business Consulting and is in Rancho Santa Margarita, California.
Read more -
UndisclosedUndisclosed10 - 49San Diego, CA
Services provided
Blum & Clark is a small Accounting company founded in 2004. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Murrieta, CA
Services provided
Expert Accounting Services is an Accounting company. They focus on Accounting and Business Consulting and were founded in 2008.
Read more -
UndisclosedUndisclosed2 - 9Temecula, CA
Services provided
Financial Accounting Services, Inc., an Accounting company, was founded in 1995. The team provides Accounting.
Read more -
UndisclosedUndisclosed2 - 9Laguna Hills, CA
Services provided
Established in 1980, Atlas Properties is a small Accounting company. Their services include Accounting and Commercial Brokerage Services.
Read more -
UndisclosedUndisclosed2 - 9Mission Viejo, CA
Services provided
LeWinter Tax Associates, Inc. Is an Accounting company. They are based in Mission Viejo, California and have small team. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9San Diego, CA
Services provided
Mark Wilson, Certified Public Accountants, an Accounting company, was founded in 2014. The firm specializes in Accounting and Business Consulting, and is small.
Read more -
UndisclosedUndisclosed2 - 9San Diego, CA
Services provided
M. W. Orlando CPA, Inc. Is an Accounting company. Their team is headquartered in San Diego, California and offers Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9San Diego, CA
Services provided
Regal Group CPA is an Accounting company. They were launched in 2010, and their services include Accounting.
Read more -
UndisclosedUndisclosed10 - 49Encinitas, CA
Services provided
SCOTT & CRONIN, LLP is an Accounting company headquartered in Encinitas, California. The team provides Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed10 - 49San Diego, CA
Services provided
Wastvedt & Company, an Accounting company, provide Accounting and Business Consulting. They were founded in 1998.
Read more -
UndisclosedUndisclosed2 - 9Ladera Ranch, CA
Services provided
Accounting company Zabaneh & Company CPAs was established in 2009. The team offers Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Chula Vista, CA
Services provided
Bonilla Accounting Firm is an Accounting company. Established in 1976, the company is located in Chula Vista, California. Their team specializes in Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Temecula, CA
Services provided
Accounting company Temecula Valley Tax - CPA Accounting & Payroll is located in Temecula, California. Founded in 2016, the team provides Accounting.
Read more -
UndisclosedUndisclosed2 - 9Carlsbad, CA
Services provided
Hackett, Metsker & Oswald is an Accounting company. In Carlsbad, California, the agency was founded in 2001. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed10 - 49San Diego, CA
Services provided
PKF LLP, an Accounting company, is based in San Diego, California. They specialize in Accounting and Business Consulting and were established in 1996.
Read more -
UndisclosedUndisclosed2 - 9San Diego, CA
Services provided
Accounting company Abbo Tax CPA is in San Diego, California. They offer Accounting and were launched in 2011.
Read more -
UndisclosedUndisclosed2 - 9San Diego, CA
Services provided
Matranga & Company, an Accounting company, is in San Diego, California. They offer Accounting.
Read more -
UndisclosedUndisclosed2 - 9San Diego, CA
Services provided
Launched in 1996, Louis Tommasino CPA & Associates is an Accounting company. The small team provides Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9San Diego, CA
Services provided
Kaseno CPA Firm is an Accounting company. They specialize in Accounting and are based in San Diego, California.
Read more -
UndisclosedUndisclosed2 - 9San Diego, CA
Services provided
Accounting company Launch CPA was established in 2017. The team focuses on Accounting and is based in San Diego, California.
Read more -
UndisclosedUndisclosed2 - 9San Diego, CA
Services provided
Launched in 1991, Best & Company CPA's is a small San Diego, California-based Accounting company. Their team focuses on Accounting.
Read more -
UndisclosedUndisclosed2 - 9San Diego, CA
Services provided
Established in 2015, Lori A.Riccardi, CPA Accounting & Tax Services is an Accounting company. The small team focuses on Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed10 - 49San Diego, CA
Services provided
AB Tawil & Associates is an Accounting company. Based in San Diego, California, the agency was established in 2006. Their team provides Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9San Diego, CA
Services provided
Accounting company Ken Rubin & Company CPAs was founded in 1984. The firm focuses on Accounting and Business Consulting, and is small.
Read more -
UndisclosedUndisclosed2 - 9San Diego, CA
Services provided
Delsen & Company LLP is an Accounting company. Founded in 1995, the team provides Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9San Diego, CA
Services provided
Wagner & Co., Certified Public Accountants, Inc. Is a small Accounting company founded in 1989. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9San Diego, CA
Services provided
Thefeld and Associates is an Accounting company. The firm is located in San Diego, California. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9San Diego, CA
Services provided
Abbas, Jenson & Cundari CPAs is an Accounting company. They were launched in 1993 and offer Accounting.
Read more -
UndisclosedUndisclosed2 - 9San Diego, CA
Services provided
Quiring & Boudreau, an Accounting company, was established in 2013. The team specializes in Accounting and is located in San Diego, California.
Read more -
UndisclosedUndisclosed2 - 9San Diego, CA
Services provided
Cox Taxation & Accountancy Corp. Is an Accounting company. The agency is based in San Diego, California. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9San Diego, CA
Services provided
Small Accounting company Profitwise Accounting, is based in San Diego, California. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9San Diego, CA
Services provided
WEST RHODE & ROBERTS is a San Diego, California-based Accounting company. Founded in 1997, the team specializes in Accounting.
Read more -
UndisclosedUndisclosed10 - 49San Diego, CA
Services provided
Founded in 1983, Brinig Taylor Zimmer, Inc. Is an Accounting company. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9San Diego, CA
Services provided
Established in 2005, Batten Accountancy, Inc. Is an Accounting company. In San Diego, California, the team provides Accounting.
Read more -
UndisclosedUndisclosed10 - 49San Diego, CA
Services provided
Goodsell & Company Inc., CPAs, a small Accounting company, is located in San Diego, California. Their services include Accounting.
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 7 San Diego Financial Services Companies
-
$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 -
$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 -
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 -
UndisclosedUndisclosed2 - 9San Diego, CA
Ability to deliver
16.2/40.016.2/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
100% Accounting -
Undisclosed$200 - $300 / hr10 - 49San Diego, CA
Ability to deliver
36.8/40.017.2/20 Reviews10/10 Clients & Experience9.6/10 Market PresenceService focus
85% Accounting15% Other -
$1,000+$100 - $149 / hr250 - 999San Diego, CA
Ability to deliver
9.8/40.03.2/20 Reviews0/10 Clients & Experience6.6/10 Market PresenceService focus
100% Accounting -
Undisclosed$50 - $99 / hr2 - 9San Diego, CA
Ability to deliver
23.5/40.016.4/20 Reviews3.1/10 Clients & Experience4/10 Market PresenceService focus
40% Financial Advising & Planning60% Other -
UndisclosedUndisclosed250 - 999San Diego, CA
Ability to deliver
8.8/40.00/20 Reviews0/10 Clients & Experience8.8/10 Market PresenceService focus
60% Accounting40% Other -
$5,000+$100 - $149 / hr50 - 249San Diego, CA
Ability to deliver
8.1/40.00/20 Reviews1/10 Clients & Experience7.1/10 Market PresenceService focus
80% Accounting20% Other -
UndisclosedUndisclosed50 - 249San Diego, CA
Ability to deliver
7.7/40.00/20 Reviews2.1/10 Clients & Experience5.6/10 Market PresenceService focus
30% Accounting70% Other -
$5,000+$25 - $49 / hr50 - 249Poway, CA
Ability to deliver
6/40.00/20 Reviews0/10 Clients & Experience6/10 Market PresenceService focus
80% Accounting20% Other -
$5,000+Undisclosed2 - 9San Diego, CA
Ability to deliver
5.9/40.00/20 Reviews0/10 Clients & Experience6/10 Market PresenceService focus
10% Accounting10% Financial Advising & Planning80% Other -
UndisclosedUndisclosed2 - 9San Diego, CA
Ability to deliver
5.3/40.00/20 Reviews0/10 Clients & Experience5.3/10 Market PresenceService focus
80% Accounting20% Other -
$1,000+Undisclosed10 - 49Poway, CA
Ability to deliver
5.3/40.00/20 Reviews0/10 Clients & Experience5.3/10 Market PresenceService focus
20% Accounting80% Other -
UndisclosedUndisclosed10 - 49Chula Vista, CA
Ability to deliver
4.9/40.00/20 Reviews0/10 Clients & Experience4.9/10 Market PresenceService focus
100% Accounting -
UndisclosedUndisclosed2 - 9San Diego, CA
Ability to deliver
4.9/40.00/20 Reviews0/10 Clients & Experience4.9/10 Market PresenceService focus
80% Accounting20% Other -
UndisclosedUndisclosed2 - 9San Diego, CA
Ability to deliver
4.9/40.00/20 Reviews0/10 Clients & Experience4.9/10 Market PresenceService focus
50% Accounting50% Other -
UndisclosedUndisclosed10 - 49San Diego, CA
Ability to deliver
4.6/40.00/20 Reviews0/10 Clients & Experience4.6/10 Market PresenceService focus
34% Accounting33% Financial Advising & Planning33% Other -
UndisclosedUndisclosed2 - 9San Diego, CA
Ability to deliver
4.6/40.00/20 Reviews0/10 Clients & Experience4.6/10 Market PresenceService focus
100% Accounting -
$1,000+Undisclosed2 - 9San Diego, CA
Ability to deliver
4/40.00/20 Reviews0/10 Clients & Experience4/10 Market PresenceService focus
75% Accounting25% Other -
Undisclosed$200 - $300 / hr2 - 9San Diego, CA
Ability to deliver
4/40.00/20 Reviews0/10 Clients & Experience4/10 Market PresenceService focus
100% Accounting -
$1,000+Undisclosed2 - 9San Diego, CA
Ability to deliver
4/40.00/20 Reviews0/10 Clients & Experience4/10 Market PresenceService focus
40% Accounting60% Other
