PALO ALTO, Calif. — June 12, 2026 — Rebalance, a nationally top-ranked wealth management firm, is proud to announce that it has recently received four significant industry honors, underscoring its leadership in financial planning, investment management, client service, and workplace excellence.
The awards include:
- USA Today: Best Financial Advisory Firms 2026
- Forbes: Best-in-State Wealth Advisor recognition awarded to California-based Rebalance Managing Director and Co-Founder Mitch Tuchman
- San Francisco Business Times/Silicon Valley Business Journal: Best Place to Work
- Investment News: $100 Million Club: Top Women Advisors recognition awarded to Rebalance Senior Vice President of Wealth Management Sonja Breeding
Together, these honors reflect Rebalance’s commitment to helping clients achieve financial confidence while fostering an exceptional culture for employees and advisors.
“These awards are especially meaningful because they recognize the full scope of what our firm strives to achieve every day,” said Scott Puritz, Managing Director and co-founder of Rebalance. “From delivering outstanding outcomes for our clients, to creating a workplace where talented professionals can thrive, we are honored to see our efforts recognized by respected organizations across the industry.”
The recognition from USA Today highlights Rebalance’s position as one of the nation’s leading registered investment advisory firms. Mitch Tuchman’s Forbes Best-in-State California Wealth Advisor honor reflects his longstanding leadership in the wealth management profession and dedication to helping clients achieve their financial goals through fiduciary advice and disciplined investment strategies.
The Best Place to Work award with the San Francisco Business Times and Silicon Valley Business Journal celebrates Rebalance’s people-first culture, employee engagement, and commitment to professional growth. In addition, Sonja Breeding’s inclusion in Investment News‘ prestigious $100 Million Club: Top Women Advisors recognizes her leadership, innovation, and impact in advancing the profession and serving clients with distinction,while managing over $100 million in assets under management.
Founded on the belief that high-quality financial advice should be accessible, transparent, and centered on clients’ goals, Rebalance has built a reputation for combining sophisticated investment management with comprehensive financial planning. The firm’s continued growth and industry recognition reflect its unwavering focus on helping individuals and families make informed financial decisions with confidence.
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.
