Barron’s Names Trevor Wilde among Top 5 Advisors in Arizona; Ranking Marks 11th Consecutive Year Firm and Wilde Recognized
(SCOTTSDALE, Ariz. – March 12, 2019) – Wilde Wealth Management Group, which is an award-winning independent financial advisory firm that provides comprehensive retirement, investment, real estate, insurance, legal and tax planning services all under one roof, is pleased to announce that Barron’s has named managing principle Trevor Wilde to its annual list of top 1,200 advisors nationwide and fourth overall in Arizona. This is Wilde’s 11th consecutive year being honored and highest ranking to date.
“This honor comes in great part due to our client relationships, something our entire firm is focused on,” says Wilde, “Some clients have been a part of our firm for two months, while others for two decades or more. We are so grateful for their continued trust in our partnership.”
According to Barron’s the rankings are based on data provided by over 4,000 of the nation’s most productive advisors. Factors included in the rankings: assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work. The report names the top advisors in each state, with the number of ranking spots determined by each state’s population and wealth. In total, Barron’s included 30 advisors from across Arizona in its report.
As co-founder and managing principal of Wilde Wealth Management, Trevor Wilde – an Investment Advisor Representative who holds the Accredited Investment Fiduciary (AIF®) designation, which is the mark of commitment to a standard of investment fiduciary excellence – leads one of the most dynamic and diverse wealth management firms in the nation.
“Our philanthropic work – via our Wilde for Arizona™ Community Outreach Program – is something we are especially proud of. And it wouldn’t be as successful as it has been without the backing of our generous clients and dedicated staff,” says Wilde. “We’re so proud to be able to give back to the community we’ve served since 1991, and with the help of our staff and clients our impact grows each year.”
In 2018 alone, according to Wilde, the firm was able to impact Toys for Tots, St. Mary’s Food Bank, Cell Phones for Soldiers, Soldiers’ Angels, Shriner’s Hospitals for Children, Child Crisis Arizona and Feed My Starving Children.
Wilde began his work in the industry in earnest in 2000, initially at a large firm primarily focused on retirement planning and investments. Eager to offer a deeper breadth of expertise and strategic planning to his clients, Wilde partnered with his father Bill in 2003 to found an independent practice, Wilde Wealth Management Group. Their mission was two-fold: to offer boutique, customized investment planning advice, and to offer clients expanded in-house service offerings from fellow independent specialists in the fields of legal, taxes, risk management, family services, real estate and insurance.
Over the past two decades, Wilde, who earned his Master’s degree in Business Administration from the University of Phoenix, has helped grow the firm across Arizona and throughout the Southwest. In 2019, Wilde will be expanding into the Tucson market. This comes on the heels of recently expanding its Southeast Valley presence by moving its Tempe office to a new 2700-square-foot space to accommodate growth. These offices join the headquarter office in Scottsdale as well as offices in both Glendale and Payson, and a Midwest office in Terre Haute, IN.
“Together, the team is able to not only take all the pieces of a client’s financial puzzle and organize them, but use them to build a solid foundation that will serve not just the client, but his/her family for generations to come,” says Wilde, who in 2018 was honored as among the Most Admired Leaders in Arizona by the Phoenix Business Journal, and has been among the Top 15 Advisors out of more than 1,200 Cetera Advisors annually since 2012.
For more, visit www.wildewealth.com.
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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.
