Accounting Firm

GROCO CPAs & Advisors

San Francisco Bay Area CPA and family office firm advising wealthy families and business owners on tax and wealth

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TrustList summary

GROCO CPAs & Advisors is a certified public accounting and family office firm in the San Francisco Bay Area. It advises families and business owners on wealth, tax and estate matters. The firm says it has offered CPA advice since 1964 and does not sell investments, which it presents as a source of objectivity.

What GROCO CPAs & Advisors offers

Family office and legacy: its most extensive service tier, covering family governance and long-term planning across generations.
Lifestyle and financial management: administration and oversight of a family's day-to-day financial life.
Wealth and tax analysis: traditional CPA services including business, family, tax and estate advice.

Clients

Wealthy families and business owners. The site names a professional sports franchise and a bank among its references.

Key facts

Based in: San Francisco Bay Area, California
Practice history: CPA advisory since 1964
Managing partner: Alan Olsen, with more than twenty-five years in advisory work
Media: The managing partner hosts a interview series called the American Dreams Show

Summary written by TrustList from the business's own published information, Sep 2026.

Categories & features

Rankings

GROCO CPAs & Advisors is ranked on 2 TrustList rankings: #17 on 1 and #48 on 1.

Every ranking orders its listings by their reviews, how complete the profile is and the Trust Score. GROCO CPAs & Advisors has no reviews yet and 3 of the 10 profile details we look for. Where no listing on a page has been reviewed, the order follows the profiles alone.

Accounting firm · 2 rankings

#17of 123
Media
It is the only one of the top 63 here listing reward and one of 2 here listing corporation.
Of the top 63 here, 40 also cover accounting and 33 also cover tax; 3 also work in York and 3 also work in Dubai.
Behind Gellibrand Accountants, ahead of HJ Wu & Company Inc..
#48of 162
Administration
It is one of 14 here listing goals and one of 54 here listing tax.
Its profile: “- Lifestyle and financial management: administration and oversight of a family's day-to-day financial life.”
Of the top 85 here, 20 also cover reporting and 14 also cover goals; 6 also work in Sydney and 5 also work in California.
Behind Grandinetti & Barton P.S., ahead of Henderson Group Unlimited, Inc.