Active Searches | Wealth Management

Reference Number: HRJ7818 Location: Carlsbad, California Judson Group is proud to be retained by a dynamic, fast-growing RIA in the search for a Lead Financial Advisor. The firm’s mission comes to life through proactive planning, deep client relationships, and an unwavering commitment to trust and integrity. This is a close-knit, highly collaborative team where service

Reference Number: MHH7853 Location: McLean, Virginia Judson Group has been retained by a forward-thinking financial services firm dedicated to empowering independent advisors and delivering truly unbiased financial guidance. As the firm continues to grow, they are seeking a Licensed Client Service Associate who is passionate about exceptional service and ready to take on a support

Reference Number: HRJ7854 Location: Los Angeles, California (Remote) *Preference for ability to work regularly from Los Angeles office Judson Group is proud to partner with a top-ranked, nationally recognized RIA that brings together deep expertise in investment management, financial planning, and holistic advisory services to deliver a truly customized client experience. Known for thoughtful, relationship-driven

Reference Number: MHH7851 Location: Pittsburgh, Pennsylvania Judson Group is proud to be retained by a comprehensive, fee-only wealth management firm in the search for a Financial Planning Specialist. This is an exciting opportunity for a planning professional who thrives in a collaborative environment and is passionate about delivering thoughtful, data-driven advice that truly impacts clients’

Reference Number: HRJ7849 Location: Atlanta, Georgia Judson Group is proud to partner with a leading, family-owned RIA in Atlanta managing nearly $3B in assets. For more than four decades, this firm has built lifelong client relationships grounded in trust, transparency, and highly personalized service. More than an advisory practice, it’s a close-knit community that prioritizes

Reference Number: HRJ7848 Location: Grand Rapids, Michigan Judson Group is proud to partner with a respected private investment and wealth management firm in downtown Grand Rapids, MI in the search for a relationship-driven Wealth Advisor. This is an opportunity for a polished advisor to step into a highly visible role serving high-net-worth individuals and families.

Reference Number: HRJ7843 Location: Minneapolis, Minnesota Judson Group is proud to partner with a fast-growing, highly respected RIA in their search for a Senior Wealth Advisor to join their expanding team. This is a standout opportunity for an experienced advisor to seamlessly step into a lead role, taking over existing $10MM+ client relationships while collaborating

Reference Number: HRJ7842 Location: Huntsville, Alabama Judson Group is proud to partner with a premier, advisor-owned wealth management firm overseeing more than $2.5B in assets under management. This firm is known for delivering highly personalized, comprehensive financial strategies and setting a new standard in client-first advice. We are seeking a Financial Planner to join a

Reference Number: MHH7833 Location: Bethesda, Maryland Judson Group is proud to partner with a fast-growing, client-centric $1.2B RIA in the search for an Associate Advisor. This is an exceptional opportunity for a motivated, detail-oriented advisor to deepen technical expertise, gain meaningful client exposure, and build toward a long-term career as a Lead Advisor. The Associate

Reference Number: MHH7837 Location: Dallas, Texas Judson Group is proud to be retained by a fast-growing, $1.4B Registered Investment Advisor to identify an Associate Wealth Manager who is eager to build a long-term advisory career alongside accomplished Senior and Wealth Managers. This is an outstanding opportunity for an advisor early in their career who wants

Reference Number: HRJ7834 Location: Phoenix, Arizona Judson Group is proud to partner with a well-established and growing wealth management firm in Phoenix that is expanding its team to support the increasing number of client families they serve. The firm is built around a clear mission: helping families connect wealth and purpose. They are known for

Reference Number: HRJ7832 Location: Oakbrook Terrace, Illinois Judson Group is proud to partner with a nationally recognized, fee-only RIA known for delivering sophisticated, client-centric investment and wealth management solutions. The firm serves individuals and institutions by creating, building, and managing wealth—allowing clients to focus on life’s most meaningful priorities. As the firm continues its strategic

Reference Number: HRJ7772 Location: Salt Lake City, Utah Judson Group is proud to partner with a nationally recognized, $29B+ AUM Registered Investment Advisor (RIA) in the search for a seasoned Senior Wealth Manager to join their Private Wealth team. This is a premier opportunity for a highly credentialed, relationship-driven wealth professional to serve as a

Reference Number: HRJ7829 Location: Must be located in/near San Francisco, California (Remote) Judson Group has been retained by a highly respected, fee-only, independently owned Registered Investment Advisor with over $1.8B in AUM to identify an Associate Financial Advisor to help support and grow existing client relationships. This is an outstanding opportunity to join a collaborative, client-first firm that serves HNW and UHNW families

Reference Number: MHH7831 Location: Orlando, Florida Judson Group is proud to partner with a fast-growing, nationally recognized RIA with over $19B in AUM in the search for a Wealth Advisor – CFP®. This is an outstanding opportunity to join a top-rated firm with a reputation for delivering sophisticated planning, personalized investment strategies, and a client

Reference Number: HRJ7825 Location: Chicago, Illinois Judson Group is proud to partner with a premier, $29B+ AUM Registered Investment Advisor with a strong national footprint in the search for a Senior Wealth Advisor. This role is tailor-made for a dynamic, results-driven advisor with a passion for business development and a track record of success working

Reference Number: HRJ7824 Location: Bellevue, Washington Judson Group is excited to partner with a nationally recognized, $29B+ AUM Registered Investment Advisor (RIA) in the search for a Senior Wealth Manager. This is a high-impact, client-facing role for an experienced professional who thrives on building lasting relationships, delivering exceptional financial guidance, and contributing to a collaborative,

Reference Number: HRJ7660 Location: Detroit, Michigan Judson Group is excited to partner with a nationally recognized, $29B+ AUM Registered Investment Advisor (RIA) in the search for a Senior Wealth Manager. This is a high-impact, client-facing role for an experienced professional who thrives on building lasting relationships, delivering exceptional financial guidance, and contributing to a collaborative,

Reference Number: HRJ7820 Location: Miami, Florida Judson Group is proud to partner with a leading global asset and wealth management firm—recognized as one of the top liquid alternative asset managers in the world. With innovative strategies across all asset classes, this firm serves major corporations and high-net-worth individuals with offices across the nation and through

Reference Number: HRJ7821 Location: Salt Lake City, Utah (Remote – must be located in UT) Judson Group has been retained by a well-known $2B RIA to identify a driven, detail-oriented Senior Marketing Coordinator. This role is ideal for a marketing professional who thrives at the intersection of creativity and analytics, enjoys collaborating across teams, and

Reference Number: HRJ7810 Location: Salt Lake City, UT (Remote) Judson Group is proud to be retained by one of the nation’s largest independent retirement solution providers—an industry leader supporting more than $600MM in assets under administration in the search for a President – RIA & Retirement Plan Services. Their platform equips financial advisors with powerful

Reference Number: HRJ7809 Location: Minneapolis, Minnesota Judson Group is excited to partner with a nationally recognized, $29B+ AUM Registered Investment Advisor (RIA) in the search for a Senior Wealth Manager. This is a high-impact, client-facing role for an experienced professional who thrives on building lasting relationships, delivering exceptional financial guidance, and contributing to a collaborative,

Reference Number: HRJ7808 Location: Chicago, Illinois Judson Group is excited to partner with a nationally recognized, $29B+ AUM Registered Investment Advisor (RIA) in the search for a Senior Wealth Manager. This is a high-impact, client-facing role for an experienced professional who thrives on building lasting relationships, delivering exceptional financial guidance, and contributing to a collaborative,

Reference Number: HRJ7805 Location: Cleveland, Ohio Judson Group is excited to partner with a nationally recognized, $29B+ AUM Registered Investment Advisor (RIA) in the search for a Senior Wealth Manager. This is a high-impact, client-facing role for an experienced professional who thrives on building lasting relationships, delivering exceptional financial guidance, and contributing to a collaborative,

Reference Number: MHH7803 Location: Osterville, Massachusetts Judson Group is proud to partner with a well-established community bank seeking a Relationship Manager – Bank Wealth for the Osterville, MA office of its Investment Management Group (IMG), serving clients throughout Cape Cod. This role is ideal for a relationship-driven professional who thrives on delivering a high-touch client

Reference Number: MHH7802 Location: Boston, Massachusetts Judson Group is proud to partner with a well-established community bank seeking a Relationship Manager – Bank Wealth for the Boston, MA office of its Investment Management Group (IMG). This role is ideal for a relationship-driven professional who thrives on delivering a high-touch client experience and enjoys being deeply

Reference Number: MHH7801 Location: Boston, Massachusetts Judson Group is proud to partner with a well-established community bank seeking an Investments Portfolio Manager – Bank Wealth to manage portfolios for affluent and high-net-worth individuals, as well as small to mid-sized institutions. This is a high-impact role for an investment professional who thrives on portfolio construction, client

Reference Number: MHH7799 Location: Pittsburgh, Pennsylvania Judson Group is proud to partner with a leading wealth management firm in Pittsburgh to identify a Retirement Plan Specialist who is passionate about helping plan sponsors and participants thrive. This is an opportunity to join a high-performing team, strengthen client relationships, and contribute to the success of a

Reference Number: MHH7797 Location: The Woodlands, Texas Judson Group is proud to partner with a successful, boutique fee-only wealth management firm in The Woodlands, TX in the search for a Trader. This firm is known for its deeply rooted values, collaborative culture, and unwavering commitment to delivering an exceptional client experience. They are a tight-knit,

Reference Number: MHH7796 Location: The Woodlands, Texas Judson Group is proud to partner with a successful, boutique fee-only wealth management firm in The Woodlands, TX in the search for a Fixed Income Portfolio Manager. This firm is known for its deeply rooted values, collaborative culture, and unwavering commitment to delivering an exceptional client experience. They

Reference Number: MHH7792 Location: Must be located in Texas for travel (Remote) Judson Group is proud to be retained by a respected RIA with almost $65B in AUM in the search for a highly motivated and strategic Managing Director, Business Development Officer (BDO). This individual will play a pivotal role in cultivating relationships and ensuring

Reference Number: HRJ7791 Location: Must be located in California/Washington/Oregon for travel (Remote) Judson Group is proud to be retained by a respected RIA with almost $65B in AUM in the search for a highly motivated and strategic Managing Director, Business Development Officer (BDO). This individual will play a pivotal role in cultivating relationships and ensuring referred

Reference Number: HRJ7794 Location: Portland, Oregon Judson Group is excited to partner with a nationally recognized, $29B+ AUM Registered Investment Advisor (RIA) in the search for a Senior Wealth Manager. This is a high-impact, client-facing role for an experienced professional who thrives on building lasting relationships, delivering exceptional financial guidance, and contributing to a collaborative,

Reference Number: MHH7790 Location: Exeter, New Hampshire Judson Group is proud to be retained by a well-established and expanding wealth management firm recognized for its exceptional client service, collaborative team culture, and commitment to excellence. We are seeking a driven and detail-oriented Wealth Advisor – CFP to join this dynamic team. The ideal candidate brings

Reference Number: HRJ7782 Location: Bellevue, Washington Judson Group has partnered with a leading $29B+ national RIA in their search of an Associate Wealth Advisor – Business Development to join their Business Development team. This is a unique opportunity to make an immediate and meaningful impact—helping expand the firm’s reach and shaping the future of its

Reference Number: HRJ7781 Location: Bellevue, Washington Judson Group has partnered with a leading $29B+ national RIA in their search for an Associate Wealth Manager — a high-impact opportunity for an ambitious professional who’s ready to deepen client relationships, grow their planning expertise, and advance toward a future advisory role. As an Associate Wealth Manager, you’ll work

Reference Number: HRJ7769 Location: Atlanta, Georgia Judson Group is proud to be retained by a leading, family-owned RIA firm in Atlanta with almost $3B AUM that has spent over four decades building lifelong client relationships rooted in trust, transparency, and personalized service. This firm is more than just a financial advisory practice—it’s a tight-knit community

Reference Number: HRJ7767 Location: Fort Collins, Colorado Judson Group is proud to partner with a powerhouse $29B AUM RIA to identify a Senior Wealth Manager ready to make a meaningful impact. This is more than a job—it’s an opportunity to join a dynamic, client-centric firm known for delivering exceptional service and customized wealth strategies to

Reference Number: HRJ7763 Location: Edina, Minnesota Judson Group is proud to be retained by a fiercely independent, 100% employee-owned wealth management firm known for its exceptional client service and outstanding workplace culture. With over $3.7B in assets under management and a robust team of professionals, this firm is built on collaboration, integrity, and a deep

Reference Number: HRJ7762 Location: Traverse City, Michigan Judson Group is proud to be retained by a leading wealth management firm with over $17B AUM in the search for an experienced Wealth Advisor – CFP. With multiple offices across the U.S. and a collaborative team of seasoned professionals, this firm delivers truly personalized service and strategic

Reference Number: HRJ7760 Location: Denver/Boulder, Colorado Judson Group is excited to partner with a nationally recognized, $29B+ AUM Registered Investment Advisor (RIA) in the search for a Senior Wealth Manager. This is a high-impact, client-facing role for an experienced professional who thrives on building lasting relationships, delivering exceptional financial guidance, and contributing to a collaborative,

Reference Number: HRJ7747 Location: Los Angeles, California Judson Group has partnered with a highly respected, rapidly growing national RIA to add a Regional Director – Business Development to their Los Angeles team based in the Brentwood area. This is a high-impact business development role focused on driving growth through the RIA’s strategic partnerships that generate

Reference Number: HRJ7748 Location: Huntsville, Alabama Judson Group is proud to partner with a premier advisor-owned financial services firm managing over $2.5B in AUM. This firm is setting a new standard in comprehensive wealth management. We are seeking a Private Wealth Advisor to join a high-performing team focused on delivering personalized, purpose-driven financial strategies. In

Reference Number: MHH7743 Location: Reston, Virginia Judson Group has been retained by a premier, independent, and award-winning multi-family office and private investment firm that is redefining the way wealth is experienced. With a commitment to exceptional client outcomes, our client is on a mission to fully optimize both life and wealth—ensuring that every financial decision

Reference Number: MHH7654 Location: Hunt Valley, Maryland Judson Group is proud to partner with a highly respected independent wealth management firm in the search for a Senior Financial Advisor in Hunt Valley, MD. Known for its deep commitment to client service and a collaborative, values-driven culture, this firm offers an exceptional environment for seasoned advisors

Reference Number: MHH7730 Location: Morristown, New Jersey Judson Group is proud to partner with a premier wealth and financial services firm in the search for a Lead Wealth Advisor. Renowned for its sophisticated approach to serving ultra-high-net-worth (UHNW) individuals and families, this firm delivers best-in-class financial planning and investment management—enhanced by elite offerings in Private

Reference Number: HRJ7713 Location: Denver/Boulder, Colorado Judson Group has partnered with a rapidly growing, nationally recognized RIA managing over $29B in AUM in the search for a driven and relationship-oriented Wealth Manager. This is an exciting opportunity for a skilled advisor to step into a client-facing role with strong growth potential—and a clear path to

Reference Number: MHH7687 Location: Akron, Ohio Judson Group is excited to partner with a rapidly growing, client-centric wealth management firm in the search for an Associate Wealth Advisor – CFP®. This is a high-impact opportunity to join a collaborative team and manage an established client base of approximately 100 households, working directly alongside a seasoned

Reference Number: HRJ7677 Location: Tucson, Arizona Judson Group has been exclusively retained by a high-touch, boutique RIA in search of a Financial Advisor – CFP to take on a lead advisory role and help shape the future of the firm. This is a rare opportunity to inherit established client relationships, work directly with the firm’s