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Tuesday, October 6, 2026Family Office Daily Briefing →Sign in
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Patrick Larkin

In PWD coverage since August 14, 2026 · 1 story
PWD coverage
RIA

Breakaway Advisor Merges With Cerity Partners Three Years After Launch

Patrick Larkin's path from leaving Wells Fargo to selling his RIA illustrates how ownership shifts the focus to enterprise value.
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