Active Searches | Wealth Management

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: MHH7759 Location: New York City, New York 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

Reference Number: HRJ7758 Location: Chicago, Illinois 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: MHH7756 Location: Houston, Texas Judson Group has been exclusively retained by 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: HRJ7742 Location: Scottsdale, Arizona Judson Group has partnered with a top-tier, independent multi-family office redefining the wealth experience. With a client-first mission to align financial decisions with values and long-term vision, this award-winning firm delivers tailored, high-touch service to high-net-worth clients. We’re seeking a polished and entrepreneurial Associate Director, Wealth Advisor to join

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: HRJ7755 Location: Huntsville, Alabama Judson Group is proud to partner with a leading advisor-owned financial services firm that’s redefining comprehensive wealth management. With over $2.5B in assets under management, this firm delivers an elite client experience and a collaborative team culture. We’re seeking a Client Service Associate—someone organized, detail-oriented, and client-focused. You thrive

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: MHH7753 Location: Texas/Florida-based – Remote Judson Group is proud to partner with a rapidly growing, forward-thinking wealth management firm based in Pittsburgh in the search for an Associate Wealth Advisor. This is a high-impact, client-facing role ideal for someone passionate about delivering outstanding client service, building deep relationships, and growing alongside a firm

Reference Number: HRJ7746 Location: Indianapolis, Indiana Judson Group is thrilled to partner with a prestigious, growth-focused independent RIA in the search for a driven Financial Planner – CFP to join an elite team that’s reshaping how financial advice impacts lives. This is more than just a job—it’s a career launchpad for rising planners who want

Reference Number: MHH7740 Location: Reston, Virginia Judson Group has been retained by a highly respected, independent fee-only financial planning and investment management firm with deep roots in the Northern Virginia area in the search for an Associate Wealth Advisor. With nearly $700 million in assets under management, this firm is driven by a clear mission:

Reference Number: MHH7739 Location: Reston, Virginia Judson Group has been retained by a highly respected, independent fee-only financial planning and investment management firm with deep roots in the Northern Virginia community in the search for a Wealth Advisor. With nearly $700 million in assets under management, this firm is passionate about making a meaningful difference

Reference Number: MHH7743 Location: Washington, D.C. 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: MHH7741 Location: New Haven, Connecticut Judson Group has been retained by a growing and well-respected financial firm in New Haven, CT, in the search for a Senior Financial Planner – CFP. This is a unique opportunity to join a high-caliber team that prioritizes deep client relationships and meaningful financial outcomes. As a key

Reference Number: HRJ7576 Location: San Francisco, California Judson Group has partnered with a dynamic, fast-growing independent Registered Investment Advisory (RIA) firm in the search for an Operations Manager – Wealth Management. With $1.9B in AUM and a strong reputation for serving affluent individuals, families, and both public and private organizations, this firm is on a

Reference Number: MHH7733 Location: Fort Worth, Texas Judson Group is partnering with a forward-thinking, client-focused wealth management firm to find a seasoned and strategic Wealth Advisor – CFP. This is an exciting opportunity to take on a high-impact leadership role where you’ll deepen relationships with high-net-worth clients, deliver sophisticated financial solutions, and mentor the next

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: HRJ7723 Location: Minneapolis, Minnesota Judson Group is proud to partner with a powerhouse RIA to identify a Lead Wealth Advisor 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 an elite clientele.

Reference Number: HRJ7732 Location: Phoenix, Arizona 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: 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: HRJ7729 Location: Carmel, Indiana/Grand Rapids, Michigan Judson Group has partnered with a nationally respected $20B+ MFO in the search for a Wealth Strategist — a critical role within the firm’s Family Office Services Group. This is more than just a job; it’s a chance to be the go-to estate planning authority for clients.

Reference Number: HRJ7717 Location: Michigan City, Indiana Judson Group has partnered with a highly respected and financially strong financial institution to find a visionary SVP, Wealth President to lead its wealth management operations. This is more than just a leadership role — it’s your opportunity to make a lasting impact by building on an already

Reference Number: MHH7726 Location: The Woodlands, Texas Judson Group has partnered with a fast-growing, client-first wealth management firm on a mission to empower individuals and families to make confident, informed financial decisions. By deeply understanding each client’s goals, values, and vision, this firm delivers an exceptional planning experience — and it brings that same care

Reference Number: HRJ7719 Location: Winter Park, Florida Judson Group has been retained by a leading privately-held wealth management firm with over $5B in AUM in the search for a Market Leader – RIA to oversee the client experience and drive strategic growth for its Winter Park office. This high-visibility role offers the rare opportunity to

Reference Number: MHH7715 Location: College Station, Texas Judson Group is partnering with a highly successful and client-centric financial firm in the search for a Financial Planner (CFP®) to join their growing team in College Station. In this role, you’ll be a core member of the financial planning department, delivering in-depth planning strategies and helping high-net-worth

Reference Number: HRJ7713 Location: Denver Tech Center, 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

Reference Number: HRJ7710 Location: Atlanta, Georgia 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: HRJ7668 Location: Holland, Michigan Judson Group has partnered with a highly respected, independent RIA managing $1.8B in client assets in the search for a Tax & Estate Planning Specialist. This is a unique opportunity to join a team-driven firm that values deep relationships, high-impact planning, and long-term client success. Whether you’re a seasoned

Reference Number: HRJ7655 Location: Chicago, Illinois Judson Group is proud to partner with a nationally respected $20B+ MFO in the search for a Managing Director / Lead Advisor. This is a rare opportunity to join a top-tier advisory firm known for its collaborative culture, sophisticated planning capabilities, and exceptional service to clients with $5MM+ in

Reference Number: HRJ7593 Location: Boulder, Colorado Judson Group is proud to partner with a nationally recognized, $29B+ AUM Registered Investment Advisor in the search for a Wealth Manager to join their growing Boulder office. This is an outstanding opportunity for a client-focused advisor to join one of the most respected firms in the industry. You’ll

Reference Number: HRJ7660 Location: Detroit, Michigan – Remote/Hybrid but MUST be located in the area. 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,