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Wealth Advisor Daily
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Wednesday, August 19, 2026The Morning Brief →Sign in
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AG Edwards

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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