Active Searches | Wealth Management

Reference Number: MHH7898 Location: New Hope, Pennsylvania Judson Group is proud to be retained by a well-established independent wealth management firm to identify an exceptional Wealth Service Advisor – CFP. This is an outstanding opportunity to join a collaborative, client-focused team dedicated to serving high-net-worth individuals and families through sophisticated financial planning and investment management.

Reference Number: MHH7897 Location: New Hope, Pennsylvania Judson Group is proud to be retained by a well-established independent wealth management firm to identify an exceptional Financial Planning Associate. This is an outstanding opportunity to join a collaborative, client-focused team dedicated to serving high-net-worth individuals and families with sophisticated financial planning and investment strategies. We’re looking

Reference Number: HRJ7894 Location: Chicago, Illinois Judson Group is proud to partner with a highly respected boutique wealth management firm in Chicago in the search for a Financial Advisor. With nearly 400 client households and a reputation built on exceptional service, personalized advice, and long-term relationships, this growing RIA serves primarily mass affluent and high-net-worth

Reference Number: HRJ7893 Location: Hilton Head, South Carolina Judson Group is proud to partner with a highly respected and rapidly growing RIA in the search for a Senior Wealth Advisor to help establish and expand its presence in the Hilton Head, SC market. This is a rare opportunity to “plant the flag” in one of

Reference Number: HRJ7892 Location: Greenville, South Carolina Judson Group is proud to partner with a highly respected and rapidly growing RIA serving high-net-worth and ultra-high-net-worth individuals and families in the search for a Senior Wealth Advisor to join its Greenville, SC team. This opportunity is ideal for an experienced advisor who thrives on comprehensive planning,

Reference Number: MHH7891 Location: Nashville, Tennessee Judson Group is proud to partner with a highly respected and rapidly growing RIA serving ultra-high-net-worth individuals and families in the search for a Senior Wealth Advisor to join its Nashville-based team. We are seeking an entrepreneurial, growth-minded Senior Wealth Advisor to help expand the firm’s presence in Nashville—one

Reference Number: MHH7895 Location: Germantown, Maryland Judson Group is proud to be retained by a highly respected, independent, relationship-driven financial planning firm with more than 40 years of success and approximately $450MM in AUM in the search for a Financial Advisor. Known for its client-first philosophy, collaborative culture, and consistent growth trajectory, the firm provides

Reference Number: HRJ7859 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: MHH7890 Location: Nashville, Tennessee Judson Group is proud to partner with a highly respected, growth-oriented Registered Investment Advisor in the search for a Lead Advisor. This is an opportunity to step into a visible, influential role where your expertise, relationships, and leadership will help shape the future of a well-established firm and the

Reference Number: MHH7889 Location: Dallas, Texas Judson Group is proud to partner with a highly respected and rapidly growing RIA serving ultra-high-net-worth individuals and families in the search for a Senior Portfolio Analyst to join its Dallas-based team. This is an exciting opportunity for a highly analytical, systems-minded investment professional who thrives at the intersection

Reference Number: HRJ7885 Location: San Francisco, California Judson Group is proud to partner with a premier Bay Area-based RIA serving ultra-high-net-worth technology professionals, founders, executives, and multi-generational families. The firm specializes in the complexities of tech wealth — equity compensation, concentrated stock positions, liquidity events, tax strategy, and legacy planning — supported by a sophisticated

Reference Number: MHH7884 Location: The Woodlands, Texas Judson Group is proud to partner with a highly respected, fee-only financial planning and investment firm in The Woodlands, TX in the search for a Senior Financial Advisor – CFP. This is an exciting opportunity for an experienced financial planning professional to play a key role within a

Reference Number: HRJ7883 Location: Chicago, Illinois Judson Group is proud to partner with a highly respected RIA managing more than $2B in AUM in the search for a Senior Client Advisor – Wealth Management. This firm is dedicated to delivering sophisticated wealth management solutions to multi-generational families, business owners, and emerging affluent professionals. This is

Reference Number: MHH7882 Location: Falls Church, Virginia Judson Group is proud to partner with a respected and growing wealth management firm in the search for an Associate Financial Advisor – CFP. This firm is committed to delivering personalized financial guidance and comprehensive wealth management strategies that help individuals and families build confidence in their financial

Reference Number: HRJ7881 Location: San Diego, California Judson Group is proud to be partnered with a dynamic, fast-growing RIA in the search for a Wealth Service Advisor – CFP. 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

Reference Number: HRJ7880 Location: Boulder, Colorado Judson Group is excited to partner with a nationally recognized, $42B+ AUM Registered Investment Advisor (RIA) in the search for a Senior Wealth Manager. This is a very rare opportunity to work with a leading Advisor in the market. For the right person, this opportunity will assume a significant

Reference Number: HRJ7876 Location: Greensboro/Charlotte/Raleigh, North Carolina Judson Group is proud to be retained by a leading $3B AUM RIA in the search for a dynamic and intellectually curious Equity Research Analyst / Portfolio Manager. This is an opportunity to join a high-performing investment team where rigorous research, thoughtful debate, disciplined portfolio construction, and exceptional

Reference Number: MHH7869 Location: Boston, Massachusetts Judson Group is proud to partner with a leading wealth management firm in search of a talented Senior Associate Wealth Advisor to join their growing team. The firm is a nationally recognized organization offering integrated wealth, asset, and business management solutions. With over $180B AUM, it combines scale, innovation,

Reference Number: MHH7868 Location: Boston, Massachusetts Judson Group is proud to partner with a leading wealth management firm in search of a talented Associate Wealth Advisor to join their growing team. The firm is a nationally recognized organization offering integrated wealth, asset, and business management solutions. With over $180B AUM, it combines scale, innovation, and

Reference Number: HRJ7873 Location: Ann Arbor, Michigan Judson Group is proud to be retained in the search for a Financial Planner – CFP on behalf of a $3B AUM, forward-thinking and rapidly evolving investment firm. This is a high-impact opportunity for a strategic, hands-on planning professional. In this vital role, you’ll build, review, and maintain personalized

Reference Number: HRJ7866 Location: Peoria, Illinois Judson Group is proud to partner with a distinguished privately-held, strategic wealth advisory firm to identify a Senior Relationship Manager/Senior Wealth Advisor. As a team of investment professionals, the organization is guided by a strong set of core values that shape how they serve clients, collaborate internally, and contribute

Reference Number: MHH7865 Location: Hartford, Connecticut Judson Group is proud to partner with a growing RIA in the search for a dynamic Wealth Advisor – CFP. This is an opportunity to join a firm that is redefining what great advice looks like—going beyond investment performance to deliver deeply personalized, high-impact financial guidance that builds enduring

Reference Number: HRJ7858 Location: Indianapolis, Indiana Judson Group has partnered with a growing, independently held RIA in the search for a Financial Planner – CFP. This individual will be supporting the firm’s Advisors with paraplanning, financial planning and investment management responsibilities. The ideal candidate will have experience handling complex client transactions, preparing and presenting investment

Reference Number: MHH7851 Location: Wexford, Pennsylvania Judson Group is proud to be retained by a comprehensive, fee-only wealth management firm in the search for a Financial Planner – CFP. 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

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: 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: 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: 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: 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: 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: 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