Arnold, Walker, Arnold & Co.

What Arnold, Walker, Arnold & Co. does

Arnold, Walker, Arnold & Co., P.C. (operating as AWA CPAs & Advisors) is a privately held Texas professional corporation and CPA firm headquartered in Mount Pleasant, Texas, founded in 1974 and operating continuously for over 40 years. The firm delivers a comprehensive suite of professional services spanning tax planning and preparation, accounting and financial statement preparation, audit and attest services (covering businesses, nonprofits, governmental entities, and financial institutions), estate planning, and business advisory. Financial services — including investment advisory and securities — are offered through a partnership with 1st Texas Financial Services and Cetera Wealth Services, LLC / Cetera Investment Advisers LLC, which enables the firm to bundle CPA and investment-advisory capabilities under one client relationship.

The firm is built around a small team of approximately 8 professionals, including multiple credentialed CPAs and several who additionally hold the Personal Financial Specialist (PFS) designation, FINRA Series 7 and 66 registrations, and Texas insurance licenses. The client base spans individuals and families, small to mid-size businesses, nonprofits, governmental units (school districts, cities, counties), and financial institutions — a hybrid segmentation approach rooted in the Mount Pleasant, Texas community. The go-to-market model is sales-led and relationship-driven: the firm explicitly states it grows through client referrals, supported by a professional website that includes a CalcXML-based financial calculator library and curated external resource links.

Revenue is generated through traditional professional-services fees for tax, accounting, audit, advisory, and estate planning engagements; securities commissions and advisory fees flow through the Cetera-affiliated channel. The firm uses standard accounting and financial planning software rather than proprietary technology, and there is no evidence of AI, automation, or technology-enabled service delivery. Geographic operations are confined to a single Mount Pleasant, TX office serving the local Texas market, with no disclosed expansion, M&A, funding activity, or institutional ownership.

Name

Arnold, Walker, Arnold & Co.

Legal name

Arnold, Walker, Arnold & Co., P.C.

Website

https://awacpa.com

Company type

Private

Founded year

1974

Operating status

Operating

Headcount range

11–50 employees

Short description

Arnold, Walker, Arnold & Co., P.C. is a privately held CPA and financial advisory firm in Mount Pleasant, Texas, founded in 1974, serving individuals, families, small to mid-size businesses, nonprofits, and governmental entities with tax, accounting, audit, estate planning, and business advisory services, supplemented by investment advisory through Cetera-affiliated partners.

Ownership category

akta.pro rank

Product category

Public Accounting & Financial Advisory Services

NAICS

Portfolio Management and Investment Advice (523940), Agencies, Brokerages, and Other Insurance Related Activities (5242)

SIC

Investment Advice (6282), Insurance Agents, Brokers & Service (6411)

akta.pro industry

PRIMARYBPAHABAF

Financial Reporting & Technical Accounting Advisory (GAAP/IFRS)

Business & Public Services/Professional Services (Legal, Accounting, Consulting)/Accounting, Audit & Tax Services

SECONDARYFSAEAAAE

Tax-Aware Investment Planning

Financial & Insurance/Financial Advisory, Brokerage & Intermediation/Investment Advisory & Financial Planning

SECONDARYFSAEAAAO

Business Owner & Executive Financial Planning

Financial & Insurance/Financial Advisory, Brokerage & Intermediation/Investment Advisory & Financial Planning

SECONDARYFSAEAKAI

Fiduciary Investment Management (Trust Portfolios)

Financial & Insurance/Financial Advisory, Brokerage & Intermediation/Fiduciary, Trust & Estate Advisory

Keywords

• Public accounting services
• Tax planning services
• Audit and attest services
• Estate planning services
• Business advisory services

Headquarters

HQ city

Mount Pleasant

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure

Revenue model

1. Professional Services - CPA and Accounting: Traditional CPA firm revenue from tax preparation, accounting services, audit and attest services, and financial advisory fees. Revenue is generated through service fees charged to individuals, families, businesses, and organizations.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels3 records

Core offering

Arnold, Walker, Arnold & Co., P.C. is a CPA and financial advisory firm that provides tax planning, accounting, audit and attest, estate planning, business advisory, and financial services to individuals, families, businesses, nonprofits, government entities, and financial institutions. Securities and investment advisory services are delivered through partner firms Cetera Wealth Services, LLC and Cetera Investment Advisers LLC via the 1st Texas Financial Services platform.

Product overview

Arnold, Walker, Arnold & Co., P.C. is a CPA and financial advisory firm offering a comprehensive suite of professional services. The firm's core offerings include Tax Planning Services, Accounting Services, Audit and Attest Services, Estate Planning Services, and Business Advisory Services. Financial services including investment advisory and securities are delivered through 1st Texas Financial Services in partnership with Cetera Wealth Services. The firm serves individuals, families, businesses, nonprofits, and governmental entities in Mt. Pleasant, Texas and surrounding communities, combining traditional accounting and tax services with financial planning and investment advisory capabilities.

Differentiator

Problem solved

Functional benefit

Brands

• 1st Texas Financial Services: Financial services platform through which the firm offers financial planning and investment advisory services, including securities offered through Cetera Wealth Services, LLC.

Products and services

• Tax Planning Services Tax planning, structuring of critical transactions, and tax-sensitive decision support including business entity selection, tax effects of buying or selling a business, and preparation of federal and state tax returns for individuals, partnerships, LLCs, LPs, corporations, and trusts.
• Accounting Services Timely, efficient, and accurate accounting services including financial statement preparation, payroll processing and compliance, and sales tax services for businesses, nonprofits, and individuals.
• Audit and Attest Services Audit and attest services for businesses, nonprofits, and governmental entities including school districts, cities, counties, financial institutions, employer benefit plans, and commercial, construction, and manufacturing sectors.
• Estate Planning Services Assistance with planning for estate accumulation, preservation, protection, and distribution including wills, trusts, gift consulting, tax reduction, and compliance for individuals and families.
• Business Advisory Services Advisory services including business entity selection, retirement plans, buy-sell agreements, life and disability insurance, business succession, business plans and financial projections, business sales and acquisitions, budgets, projections, forecasts, and accounting systems and controls for small and mid-size businesses.
• Financial Services Financial services offering delivered through 1st Texas Financial Services, providing investment advisory and securities services through Cetera Wealth Services LLC, member FINRA/SIPC, and advisory services through Cetera Investment Advisers LLC.

Segments5 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration1 record

Partnerships

Three partnerships are on record, tiered core.

• Cetera Wealth Services, LLCcoreChannel Partner/ Reseller/ DistributorSecurities offered through Cetera Wealth Services, LLC, member FINRA/SIPC. This partnership allows the firm to offer securities and investment products to clients through a registered broker-dealer.
• Cetera Investment Advisers LLCcoreChannel Partner/ Reseller/ DistributorAdvisory services offered through Cetera Investment Advisers LLC, a registered investment adviser. Provides investment advisory capabilities to complement the firm's CPA services.
• 1st Texas Financial ServicescoreStrategic or Co-development PartnerFinancial services are offered through 1st Texas Financial Services. The firm describes this as a comprehensive solutions partnership where CPAs and financial advisors work together to serve clients.

Scale indicators1 record

Recent moves4 records

Expansion highlights1 record

Direct peers

• Whitley Penn LLP: Texas-based full-service CPA and advisory firm offering audit, tax, business advisory, and wealth services to middle-market clients. Directly comparable as a regional Texas CPA with integrated advisory capabilities and similar SMB/middle-market client focus.
• Condley and Company, LLP: West Texas regional CPA firm providing accounting, auditing, tax, and advisory services to businesses, governments, and nonprofits. Comparable as a similarly sized regional CPA firm serving a mix of regulated entities and private clients in a smaller metropolitan market.
• Lane Gorman Trubitt, PLLC: Dallas-based CPA firm offering tax, audit, advisory, and wealth management services. Comparable as a Texas-headquartered CPA with an integrated advisory practice and similar multi-generational client relationship orientation.
• Briggs & Veselka Co. Houston-based CPA and advisory firm serving privately held businesses, nonprofits, and individuals across Texas. Comparable as a regional Texas CPA with comparable service mix (tax, audit, business advisory) and similar SMB/middle-market segment focus.

Broad incumbents

• Carr, Riggs & Ingram, LLC (CRI): Large regional Top-25 U.S. accounting firm with deep presence across the Southeast and Texas. Comparable as a CPA firm offering tax, audit, and advisory with similar regulated-segment expertise (governments, nonprofits, financial institutions), though operating at substantially greater scale.
• FORVIS (formerly BKD): Top-10 U.S. accounting and advisory firm with significant Texas footprint and integrated wealth advisory practice. Comparable as a CPA + advisory hybrid serving regulated entities, nonprofits, and SMBs, though at materially larger scale.
• Eide Bailly LLP: Large U.S. Top-25 accounting and advisory firm with integrated wealth management services. Comparable as a multi-office CPA with audit, tax, advisory, and wealth capabilities serving similar SMB, government, and nonprofit client mixes.
• Plante Moran: Large U.S. accounting, tax, and advisory firm with an integrated wealth management practice. Comparable as a CPA + advisory model serving SMBs, governments, nonprofits, and financial institutions with similar cross-disciplinary service delivery.

Others

• Cetera Wealth Services, LLC: Independent broker-dealer and RIA platform through which the firm delivers all securities and investment advisory services. Listed as an ecosystem partner rather than a competitor — comparable because the firm's entire wealth management offering is built on Cetera's infrastructure.
• Cetera Investment Advisers LLC: Registered investment adviser affiliated with Cetera that provides the advisory platform used by the firm. Comparable as the upstream RIA enabling the firm's investment-advisory service line and a critical ecosystem dependency.

Market position

Strengths4 records

Weaknesses5 records

Competitive moat3 records

Key risks6 records

Key highlights6 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Profiles7 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Arnold, Walker, Arnold & Co.