Bethesda, MD—September 1, 2026–Award-winning national wealth management firm Rebalance is pleased to announce that it has been named one of Greater Washington’s largest wealth management firms for 2026, by the Washington Business Journal.
The Washington Business Journal released its 2026 “Largest Wealth Management Firms in Greater Washington” rankings in late August. To view the rankings, please visit the Washington Business Journal.
About Rebalance
The Rebalance Investment Committee features top leaders in the investment world, including Princeton Professor Emeritus Burton Malkiel, author of A Random Walk Down Wall Street, and Dr. Charley Ellis, former Chairman of the Yale Endowment Investment Committee. Joining them are Kristi Craig, Chief Investment Officer for the $1.4 billion National Geographic endowment, and Jay Vivian, who led the $100+ billion IBM fund’s shift to passive investing. Together, these experts shape Rebalance’s client portfolios with proven, hands-on expertise.
Rebalance, with offices in Bethesda, Md., and Palo Alto, Calif., manages over $1.9 billion for 600+ clients nationwide. Named a Top RIA Firm by Forbes and Best Financial Advisory Firm by USA Today in 2023 and 2026, Rebalance combines world-class investment management, tailored financial planning, and fiduciary financial advice. Featured by NPR, CNN, The Wall Street Journal, The New York Times, and others, Rebalance is committed to building financial security for individuals and their families.
