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We provide Registered Investment Advisory positions across the nation, including Wealth Management Executive positions, Single Family Office positions, Chief Operating Officer RIA positions, Private Client Portfolio Manager positions. Browse our representative searches to learn more.

$1B+ AUM Boutique RIA North Baltimore Area, MD Jan, 10
Multi-Billion Dollar Independent RIA Portland, ME Dec, 21
Multi-Billion Dollar Independent RIA Cape Cod, MA Dec, 21
Multi-Billion Dollar Independent RIA Boston, MA Dec, 21
10 Billion+ Independent Wealth Management Firm Midtown Manhattan, NY Dec, 08
3B+ UHNW Multi-Family Office Greater Detroit Area, MI Nov, 24
Mission-Driven FinTech Startup Arizona, United States Nov, 02
Boutique Independent RIA Essex County, NJ Oct, 26
$1B+ AUM Boutique RIA Beverly Hills, CA Oct, 14
Multi-Billion Fee Only RIA Harrisburg Region, PA Aug, 29
Inherit 500M+ Ultra High Net Worth Book for 3B+ Multi-Family Office Philadelphia Region, PA Jul, 25
Inherit Florida based Ultra High Net Worth Book for 3B+ Multi-Family Office Cleveland, Ohio Jul, 25
5 Billion+ Independent Wealth Management Firm San Francisco, CA Jul, 11
Boutique, Independent RIA East Bay Area, California, United States May, 10
$1B+ AUM Boutique RIA Beverly Hills, CA, United States Mar, 04
Independent RIA Atlanta Metropolitan Area (Remote), GA Feb, 17

Leah Yosef offers finance specialists and key advisors to match the changing financial landscape and guidelines in today’s business environment. From global competition to domestic policy, the business environment is constantly changing.

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