Awards Archive

Rebalance Ranked as #30 Largest Wealth Management Firm by the Washington Business Journal

PALO ALTO, Calif. & BETHESDA, Md. —July 12, 2024— The Washington Business Journal recently ranked Rebalance as the thirtieth largest wealth management firm of 2024 in its list of Largest Wealth Management Firms.   About Rebalance  Rebalance is an award-winning investment firm that provides its clients with access to a fundamentally different and better set… Continue reading

 

Rebalance Named 3rd Fastest Growing Firm in USA by Financial Advisor Magazine

PALO ALTO, Calif. & BETHESDA, Md. —July 12, 2024— Financial Advisor Magazine recently revealed its 2024 list of the 50 Fastest Growing RIAs in the U.S., and Rebalance is thrilled to announce that we’ve been ranked as the 3rd fastest-growing firm.   About Rebalance  Rebalance is an award-winning investment firm that provides its clients with… Continue reading

 

Rebalance Listed 22nd Largest Wealth Management Firm in Silicon Valley

PALO ALTO, Calif. & BETHESDA, Md. —August 16, 2024— The Silicon Valley Business Journal recently unveiled its 2024 list of Largest Wealth Management Firm in Silicon Valley. Rebalance is excited to announce that the firm has been has been ranked as the 22nd largest firm in Silicon Valley.   About Rebalance  Rebalance is an award-winning… Continue reading

 

Mitch Tuchman Named Best-in-State Wealth Advisor By Forbes

PALO ALTO, Calif. & BETHESDA, Md. —April 3, 2024— Forbes Magazine recently unveiled its 2024 list of Best-in-State Wealth Advisors. Rebalance is excited to announce that Managing Director and co-founder Mitch Tuchman has been named to this list for the state of California. Forbes, in collaboration with SHOOK Research, extensively researches each nominated advisor before… Continue reading

 

Rebalance Named Top RIA Firm by Forbes

PALO ALTO, Calif. & BETHESDA, Md. —November 8, 2023— Award-winning, pro-consumer wealth management firm Rebalance is pleased to announce that it recently won two highly distinguishable industry accolades. The first is the prestigious Forbes Top RIA Firms 2023 award. In addition to this honor, Rebalance also has been invited to join the esteemed Institutional Investor… Continue reading

 

Rebalance Named Top Wealth Manager By Silicon Valley Business Journal

PALO ALTO, Calif. & BETHESDA, Md. —June 4, 2023— Award-winning wealth management firm Rebalance is pleased to announce that it has been ranked #22 on the Silicon Valley Business Journal’s Top Wealth Managers in Silicon Valley list. With West Coast headquarters based in Palo Alto, CA, this prestigious honor highlights the excellent work that Rebalance… Continue reading

 

Rebalance Named Best Financial Advisory Firm By USA Today

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… Continue reading