ria
Oak Hill Wealth Advisors
In PWD coverage since August 14, 2026 · 1 story
1Deals on our tracker
0Talent net · 12 months1 in · 1 out
Talent flow · 12 monthsOn the wire →
Net 0 · 1 arrivals · 1 departures
Arrivals
Patrick Larkin
Aug 14 · from Wells Fargo
Departures
Patrick Larkin
Aug 14 · to Cerity Partners
Deal recordFull tracker →
Dec 31, 24Deal closedCerity Partners
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.