List of 577 California-based Financial Services Companies

Name	Sector	Revenue $mlns	M&A Activity			Last 5 Years
Name	Sector	Revenue $mlns	Total	Buy	Sell	Last 5 Years
Wells Fargo NYSE : WFC San Francisco, California, United States website	Financial Services	82,296	39	23	16
PayPal NASDAQ : PYPL San Jose, California, United States website	Financial Services	31,797	22	21	1
Beacon Pointe PE Backed KKR 2021-11-15 Newport Beach, California, United States website	Financial Services	-	18	18	-
Block NYSE : XYZ San Francisco, California, United States website	Financial Services	24,121	18	17	1
Visa NYSE : V San Francisco, California, United States website	Financial Services	40,000	17	17	-
First American NYSE : FAF Santa Ana, California, United States website	Financial Services	6,121	18	14	4
B. Riley Financial NASDAQ : RILY Los Angeles, California, United States website	Financial Services	1,644	12	12	-
Pacific Premier Bank Acquired Columbia Bank 2025-04-23 Irvine, California, United States website	Financial Services	568	13	12	1
Stripe PE Backed CapitalG Novator Partners Allianz X 2016-11-25 South San Francisco, California, United States website	Financial Services	-	11	11	-
Citizens Business Bank NASDAQ : CVBF Ontario, California, United States website	Financial Services	476	9	9	-
Guild Mortgage Acquired Bayview Asset Management 2025-11-28 $1.3B San Diego, California, United States website	Financial Services	1,064	9	9	-
LPL Financial NASDAQ : LPLA San Diego, California, United States website	Financial Services	12,385	9	9	-
Franklin Templeton NYSE : BEN San Mateo, California, United States website	Financial Services	8,478	9	9	-
Allworth Financial PE Backed Lightyear Capital Ontario Teachers Pension Plan 2020-10-20 Sacramento, California, United States website	Financial Services	-	8	8	-
Cetera PE Backed Genstar Capital 2018-07-17 San Diego, California, United States website	Financial Services	-	8	8	-
City National Corp. Acquired RBC 2015-01-22 $5.4B Los Angeles, California, United States website	Financial Services	1,319	7	7	-

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