Palo Alto, CA and Bethesda, MD – September 2, 2020 – Rebalance, a mission-driven investment firm committed to making premium financial management services affordable and accessible to everyday investors, has been recognized as one of the most rapidly growing firms in the industry by the San Francisco Business Times and Financial Advisor.

Rebalance was named one of the Largest Bay Area Wealth Management Firms by the San Francisco Business Times. Wealth management firms included in this list are ranked by local assets under management for individual client accounts. This is the first year that Rebalance has been included in this prestigious list, where it debuted at #30.

In addition, Rebalance was named to Financial Advisor Magazine’s 2020 RIA Survey & Ranking, which lists the top independent Registered Investment Advisors throughout the United States. This was the first year Rebalance was included on this list, where it debuted at #360.

“We are honored that our rapid growth has been recognized throughout the industry,” said Scott Puritz, Managing Director of Rebalance. “Rebalance was founded on the premise that consumers want a better set of investing options—they aren’t satisfied with the “status quo” when it comes to investment planning and retirement management. We are committed to providing our clients with the high-quality, low-cost investment services they desire, which is the cornerstone of our success.”

In 2018, Rebalance was honored by Schwab’s 2018 Pacesetter IMPACT Award™ for Innovation and Growth.

About Rebalance

Rebalance is a mission-driven, award-winning investment firm committed to offering premium, fiduciary wealth management services to ordinary investors. The firm is at the forefront of providing consumers with a fundamentally different and better set of investment options: lower costs, “endowment-quality” globally-diversified investment portfolios, and systematic rebalancing.

Rebalance’s Investment Committee is anchored by three of the most respected experts in the finance world: Burt Malkiel, the world-renowned Senior Economist, Emeritus, at Princeton University and author of “A Random Walk Down Wall Street”; Dr. Charley Ellis, the former longtime chairman of the Yale University Endowment; and Jay Vivian, the former Managing Director of IBM’s $100+ billion in retirement investment funds for more than 300,000 employees worldwide.

Rebalance is headquartered in Palo Alto, CA and Bethesda, MD and currently manages over 600 clients with more than $750 million in financial assets. In 2018, Rebalance was honored by Schwab’s 2018 Pacesetter IMPACT Award™ for Innovation and Growth.

Contact: Linda Sperling
Dir. Of Strategic Communications
703-606-2518
[email protected]