Barron’s Names Trevor Wilde Among Top Advisors in Arizona; Ranking Marks 16th Consecutive Year Firm and Wilde Recognized
(SCOTTSDALE, Ariz. – March 13, 2024) – 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 16th consecutive year being honored and his 6th 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 an upcoming edition of the Wall Street Journal as part of its coverage on the program.
The honor comes on the heels of Forbes naming Wilde to its 2023 Best-In-State Wealth Advisors list. Within this ranking, Wilde was named the No. 2 overall advisor statewide. Forbes also named Wilde Wealth Management Group to its 2023 list of America’s Top Registered Investment Advisory (RIA) firms. The firm earned No. 146 in the national ranking, and they were one of only two firms in Arizona to earn placement on the list. Prior to this honor,
As founder and CEO of Wilde Wealth Management Group, 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. Since founding the firm in 2000, he has grown Wilde Wealth to seven offices across Arizona with locations in Scottsdale, Tempe, Tucson, Payson, Glendale, Sedona, and a newly opened office in Sun City/Surprise. The firm also has offices in Terra Haute, Ind., San Luis Obispo, Calif., and Miami.
Beyond the Wilde offices, the business has grown exponentially by bringing on affiliates, boutique, and like-minded finance teams seeking their comprehensive model and partnership. Affiliates across the Southwest include In Touch Wealth Advisors, Huish Wealth Management, Rizzo Financial Group and Self Wealth Management in Scottsdale; JRS Wealth Management and Hallmark Financial in Tucson; Mosaic Financial Associates in Tempe; and Premier Wealth Management Group in Albuquerque.
Currently, Wilde works closely with several well-respected partners – many of whom now work directly in Wilde’s Valleywide offices physically under the same roof – including ECA Financial Services for health insurance and benefits support; Taylor Elite Group for mortgage and real estate support; Phelps LaClair, who provides estate planning services; AZ College Planning; and Mike Patinella, CPA, Registered Representative, who provides certified tax planning services.
In 2022, Wilde also launched Wilde Wealth Insurance. The in-house firm, which is in Wilde’s Scottsdale office, offers corporate and individual insurances services, business insurance – including general liability, property, workers compensation and more – life and disability insurance, long-term care insurance, and homeowners and renter’s insurance.
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
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.
*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
