ria
Cerity Partners
NEW YORK, NY
CRD: 151559
In PWD coverage since August 14, 2026 · 1 story
$162BRegulatory AUMSEC Form ADV · Aug 15
1,529EmployeesForm ADV
1Deals on our tracker
+1Talent net · 12 months1 in · 0 out
Talent flow · 12 monthsOn the wire →
Net +1 · 1 arrivals · 0 departures
Arrivals
Patrick Larkin
Aug 14 · from Oak Hill Wealth Advisors
Departures
None tracked.
Deal recordFull tracker →
Dec 31, 24Deal closedOak Hill Wealth Advisors
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.