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Patrick Larkin

In network coverage since August 14, 2026 · 1 story
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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.
THE DESK BRIEF

Flows, fee cuts, and closure risk on the funds you watch — every trading morning.