Allworth Financial, a registered investment adviser based in Folsom, Calif., has acquired CCA, LLP, a full-service accounting firm offering a broad range of services for business owners, executives and professionals, based in Pleasant Hill, Calif.
For Allworth, this deal — its eighth this year — results in the addition of 25 new tax professionals and delivers a boost to its in-house tax capabilities, according to WealthManagement.com. The RIA now has 43 offices across the United States.
“The demand from our clients for comprehensive financial planning, including robust in-house tax services, continues to grow,” said John Bunch, CEO of Allworth. “CCA has an exceptional tax team that will help us meet that demand and better serve our clients.”
Financial terms of the transaction were not disclosed.