Active Searches | Wealth Management

Reference Number: HRJ7878 Location: Royal Oak, Michigan Judson Group is proud to partner with a highly respected boutique RIA in the search for an Investments & Trading Specialist. This firm is known for crafting tailored financial strategies that align with each client’s unique risk tolerance, goals, and long-term vision. As an Investments & Trading Specialist,

Reference Number: HRJ7875 Location: Scottsdale, Arizona Judson Group is proud to partner with a fast-growing, independent wealth management firm in Scottsdale in search of a Portfolio Administrator who will play a critical role in powering the firm’s investment operations. With ~$1.2B in client assets, this boutique firm has built its reputation on precision, discipline, and

Reference Number: HRJ7879 Location: Newport Beach, California (Remote) Judson Group has partnered with a prestigious, fast-growing national RIA to find a Head of Strategic Integration—a highly visible leadership role at the center of the firm’s expansion strategy. This individual will lead the end-to-end integration of acquired firms, ensuring a smooth transition for advisors, clients, and

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

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 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 financial

Reference Number: HRJ7872 Location: Cleveland, OH/Toledo, OH/Ann Arbor, MI Judson Group is proud to be retained in the search for a Junior Trader on behalf of a highly respected, forward-thinking RIA managing approximately $3B in AUM. This is an exciting opportunity for an investment professional to play a supporting role in shaping the future of

Reference Number: HRJ7652 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. There is strong emphasis on building and deepening relationships with an established, successful referral channel to drive high-quality client engagements. This role

Reference Number: HRJ7863 Location: Middleburg Heights, Ohio Judson Group is proud to be retained in the search for a Compliance Manager – Wealth Management for a growing boutique wealth management firm entering a critical stage of scale. As the firm advances toward $1B in assets under management, it is making intentional investments in institutional-quality systems,

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: MHH7855 Location: New York City, New York Judson Group is proud to partner with a rapidly growing RIA to identify a Senior Vice President: Private Wealth—a strategic, client-focused leader who thrives on delivering exceptional experiences and driving meaningful growth. This firm is deeply committed to fostering a culture of purpose—one where individuals feel

Reference Number: HRJ7856 Location: Glenview, Illinois Judson Group is proud to partner with a premier independent, fee-based RIA firm headquartered in Glenview, IL. With approximately $1B in AUM, the firm serves a select group of high-net-worth individuals and families nationwide. This is a rare chance to step into a meaningful advisory role at a well-established,

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: 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: 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: 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: 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: 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: 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: HRJ7810 Location: Salt Lake City, UT (Remote) Judson Group has been retained by one of the nation’s largest independent retirement solution providers in the search for a President – RIA & Retirement Plan Services to lead its underlying RIA of $600MM AUM. We are looking for an experienced retirement plan services and private

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: 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: 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: 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: HRJ7782 Location: Bellevue, Washington Judson Group has partnered with a leading $29B+ national RIA in their search of an Associate Wealth Advisor – Sales Support 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: 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: 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: 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