Barron’s Names Trevor Wilde Among Top Advisors in Arizona; Ranking Marks 14th Consecutive Year Firm and Wilde Recognized
(SCOTTSDALE, Ariz. – March 21, 2022) – 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 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 14th consecutive year being honored and his 4th 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. Wilde, along with his fellow advisors, will be recognized in the March 22 edition of the Wall Street Journal as part of its coverage on the program.
As 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 for his leadership of the Wilde for Arizona community outreach program and his work on the boards of Junior Achievement of Arizona and Child Crisis Arizona.
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 West and Southwest.
About Wilde Wealth Management Group
Wilde Wealth Management Group provides comprehensive retirement, investment, real estate, insurance, legal and tax planning services all under one roof. A fee-based firm with in-house Investment Advisor Representatives, Certified Financial Planners, Certified Public Accountants, attorneys, and mortgage and insurance specialists all working together toward clients’ diverse goals, the firm has been recognized by Forbes as among “Best-In-State Wealth Advisors” and has been named to Barron’s “List of Top 1,200 Advisors” annually for 13 years, most recently ranking in the top five firms in Arizona. Currently, Wilde Wealth Management Group has five offices across Arizona located in Scottsdale, Glendale, Mesa, Tempe, Tucson and Payson as well as a branch in Terre Haute, Ind. and affiliate partners across the Southwest. 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
