Rebalance Named Best Financial Advisory Firm By USA Today

Rebalance Selected by USA Today for Inclusion in Its Prestigious 2023 Best Financial Advisory Firms List.

PALO ALTO, Calif. & BETHESDA, Md. —April 26, 2023— Rebalance is excited to announce that is has been named to the USA Today Best Financial Advisory Firms 2023 list. This annual publication honors firms that provide excellent financial services nationally.

“We are proud to be recognized as one of the best financial advisory firms in the U.S.,” said Scott Puritz, Rebalance Managing Director and co-founder. “To be included amongst the best and brightest wealth management firms speaks to our mission of providing our clients life-changing financial advice that helps them live well and retire with more.”

USA Today evaluated nominated firms based on two major criteria. The first is a peer/client recommendation, collected from an independent survey sent to over 20,000 clients and financial advisors. The second is growth of assets under management (AUM); this was analyzed on a 12-month and 5-year time frame based on publicly available data.

The complete list of Best Financial Advisory Firms 2023 was published on April 26, 2023 in USA Today, a national publication that reaches millions of readers across the U.S. every day.



About Rebalance 

Rebalance is an award-winning investment firm that provides its clients with access to a fundamentally different and better set of investment options. For individual consumers, Rebalance360 combines world-class investing, financial planning, and personalized advice into a powerful and transformative approach to wealth management. Small business clients trust the firm’s BetterK offering to help them reduce their 401(k) fees by up to 50%, improve employee participation, and “bring alive” employer-based retirement savings plans.

The firm’s innovative solutions and team leadership have been profiled in such top-tier media outlets as The Wall Street Journal, CNBC, FOX Business, NPR, The New York Times, MSNBC, PBS and CBS among others. In 2015, the U.S Senate invited Managing Director Scott Puritz to testify regarding new fiduciary rules designed to make the investments of Americans safer, and he is the only financial advisor in the U.S. ever to testify on such an important issue. In 2018, Rebalance was honored by Schwab’s Pacesetter IMPACT Award™ for Innovation and Growth.

The Rebalance Investment Committee is anchored by four of the most respected experts in the finance world: Professor Emeritus Burton Malkiel, the world-renowned Senior Economist at Princeton University and author of A Random Walk Down Wall Street; Dr. Charley Ellis, the former longtime chairman of the Yale University Endowment; Jay Vivian, the former Managing Director of IBM’s $100+ billion in retirement investment funds for more than 300,000 employees worldwide; and Kristi Craig, CFA, the first-ever Chief Investment Officer of the National Geographic Society, where she oversees a $1.4 billion endowment.

Rebalance is headquartered in Bethesda, Md. and Palo Alto, Calif., currently serves more than 600 clients and manages more than $1 billion of their financial assets.