Barron’s Names Trevor Wilde Among Top 100 Independent Advisors in the Country
(SCOTTSDALE, Ariz. – Sept. 28, 2023) – Wilde Wealth Management Group, an award-winning financial services firm that provides comprehensive retirement, investment, real estate, insurance, legal and tax planning services all under one roof, is pleased to announce that founder and CEO Trevor Wilde, MBA, AIF® bas been named among Barron’s Top 100 Independent Advisors in the Country for 2023. This is Wilde’s first year on the list, earning No. 50 in the national ranking. He is one of only two advisors from Arizona to make the list.
The honor comes on the heels of Wilde being named to Barron’s annual list of Top 1,200 Advisors Nationwide and No. 1 overall in Arizona earlier this spring. In addition, in recent months Wilde Wealth Management Group was named to Barron’s annual list of the Top 100 Private Wealth Management Teams in the nation.
Barron’s publishes four individual advisor rankings each year (Top 100 Advisors, Top 100 Women Advisors, Top 100 Independent Advisors, Top 1,200 Advisors) along with three team- or firm-based rankings (Top RIA Firms, Top Institutional Consultants, Top Wealth Management Firms). The goal is to shine a spotlight on the nation’s best financial advisors, with an eye toward raising standards in the industry. The rankings serve two distinct types of Barron’s readers. For wealth management professionals, they serve as an industry scorecard. For investors, rankings are a tool that can help in the process of finding financial guidance.
Advisors who wish to be ranked fill out a 102-question survey about their practice. The data is then verified with the advisors’ firms and with regulatory databases and editors apply their rankings formula to the data to generate a ranking. The formula features three major categories of calculations: (1) Assets (2) Revenue (3) Quality of practice.
The firm’s responsible growth, expertise as it relates to client service and community stewardship have led to several other awards in addition to the most recent announcements.
In April, Forbes named Wilde to its 2023 Best-In-State Wealth Advisors list. Only 150 advisors from across Arizona were named to the prestigious list, with Wilde being named the No. 2 overall advisor statewide. This is his third year in a row earning the No. 2 overall ranking. Wilde has also been recognized as an “AZ Business Angel” by AZ Business Magazine and as a “Most Admired Leader” in Arizona by the Phoenix Business Journal. Firm chief operating officer Jaclyn Yoder has also been recognized among the “40 Under 40” by the Phoenix Business Journal. In 2022, the firm was selected to BestCompaniesAZ’s “Most Admired Companies,” its second year in a row earning the honor. Wilde Wealth was also named a finalist for the Phoenix Business Journal’s “Small Business of the Year Awards.”
For more information, visit www.wildewealth.com.
Securities and advisory services offered through Cetera Advisors LLC, member FINRA/SIPC, a broker/dealer and a Registered Investment Adviser. Cetera is under separate ownership from any other named entity. 7025 N. Scottsdale Rd. Ste #115 Scottsdale, AZ 85253
Arizona’s Most Admired Companies is an Arizona awards program given by BestCompaniesAZ and AZ Business Magazine. To win, a business must demonstrate excellence in its leadership, corporate culture, vision, innovation, customer relations, and community engagement through corporate social responsibility programs. This award recognizes excellence in workplace culture, leadership, social responsibility, and customer opinion. All Arizona companies are eligible to submit an application. All nominations are reviewed by a selection committee comprised of industry leaders and subject experts, the Arizona Business Magazine editorial team and Arizona’s Most Admired Companies Presenting Sponsors or Partners that are not participating in the competition. The selection committee determines all honorees. Listing in this publication and/or award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the advisor by any client. No compensation was provided directly or indirectly by the recipient for participation or in connection with obtaining or using the third-party rating or award.
Barron’s Top 1200 Advisors (Award recipient Trevor Wilde, Financial Advisor* at Wilde Wealth Management Group): Over 4,000 advisors who wish to be ranked fill out a 102-question survey about their practice, data is then verified and then applied to a ranking formula. The ranking reflects the volume of assets overseen by the advisors and their teams, revenues generated for the firms, and the quality of the advisors’ practices. The scoring system assigns a top score of 100 and rates the rest by comparing them with the top-ranked advisor. Listing in this publication and/or award is not a guarantee of future investment success. This recognition should not be considered as an endorsement of the advisor by any client.
The Forbes ranking of Best-In-State Wealth Advisors (awarded to Trevor Wilde), developed by SHOOK Research, is based on an algorithm of qualitative data, rating thousands of wealth advisors with a minimum of seven years’ experience and weighing factors like revenue trends, assets under management, compliance records, industry experience, and best practices learned through telephone and in-person interviews. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings. Research summary as of March 2021 and 32,725 nominations received, based on thresholds – 15,854 invited to complete online survey – 13,114 telephone interviews – 2,085 in-person interviews at Advisor’s location. Listing in this publication and/or award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the advisor by any client.
Barron’s: Top 100 Independent Financial Advisors:
Over 4,000 advisors who wish to be ranked fill out a 102-question survey about their practice, data is then applied to a ranking formula. The ranking reflects the volume of assets overseen by the advisors and their teams, revenues generated for the firms, and the quality of the advisors’ practices. The scoring system assigns a top score of 100 and rates the rest by comparing them with the top-ranked advisor. Listing in this publication and/or award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the advisor by any client. No compensation was provided directly or indirectly by the recipient for participation or in connection with obtaining or using the third-party rating or award.
*The charitable entities and/or fundraising opportunities described herein are not endorsed by or affiliated with Cetera Advisors LLC or its affiliates. Our philanthropic interests are personal to us and are not reviewed, sponsored, or approved by Cetera
