Allworth Grows Tax Services Biz, Bay Area Footprint with CCA Acquisition

Allworth Financial has acquired a full-service accounting firm based in Pleasant Hill, CA, in a move that bolsters both Allworth’s existing tax resources and its Bay Area presence.

The 25-person CCA LLP team, led by Senior Partners Gerardo Alvarado and Maria Lyan, offers services in bookkeeping, tax preparation, and compliance. CCA LLP represents Allworth’s eighth acquisition of the year and follows closely after its addition of Vancouver, WA-based RIA City Fiduciary Group, as reported by Dakota on November 12. 

Allworth said it oversees nearly $25B in assets under advisement across 43 network offices. It is backed by New York-based private equity firm Lightyear Capital and the Ontario Teachers’ Pension Plan Board.

Source: https://allworthpartners.com/allworth-financial-acquires-cca-llp/