Barron’s Names Trevor Wilde Among Top Advisors in Arizona; Ranking Marks 13th Consecutive Year Firm and Wilde Recognized
(Scottsdale, ARIZ. – March 29, 2021) – Wilde Wealth Management Group, which is an award-winning 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 chief executive officer Trevor Wilde, MBA, AIF® to its annual list of top 1,200 advisors nationwide and No. 2 overall in Arizona. This is Wilde’s 13th consecutive year being honored and his 3rd year in a row among the top five advisors in Arizona.
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 just 30 advisors from across Arizona in its report.
As co-founder and CEO 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. This most recent honor from Barron’s comes on the heels of Forbes naming Wilde, to its 2021 Best-In-State Wealth Advisors list. In total, 99 advisors from across Arizona were named to this prestigious list, with Wilde being named the No. 2 overall advisor statewide. He was also named in late 2020 as among the “AZ Business Angels” by AZ Business Magazine for his philanthropic leadership across the Southwest. Beyond the honors, Wilde also joined the boards for both Junior Achievement of Arizona and Child Crisis Arizona in the past 12 months, and grew his team exponentially, including expanding his Scottsdale-area headquarters and adding new affiliate partners Self Wealth Management in Scottsdale, Mosaic Financial Associates in Tempe and Premier Wealth Management Group in Albuquerque.
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 experience 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. Wilde is actively recruiting new advisors for all his offices across Arizona, which are located in Scottsdale, Tempe, Glendale, Tucson and Payson. There is also a satellite office in Terra Haute, IN.
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.
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.