Barron’s Names Trevor Wilde No. 1 Advisor in Arizona; Ranking Marks 18th Consecutive Year Firm and Wilde Recognized
(SCOTTSDALE, Ariz. – May 12, 2026) – 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 1,500 advisors nationwide, earning the No. 1 overall in Arizona. This is Wilde’s 18th consecutive year being honored and his 8th 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.
As co-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 co-founding the firm in 2000, he has led Wilde Wealth to becoming among the top three firms nationwide within Cetera.
During this same time, Wilde has grown its physical footprint as well. Today, the firm boasts offices across Scottsdale, Sun City-Surprise, Chandler, Glendale, Goodyear, Tucson, Paradise Valley, Payson, and Sedona. In recent years, Wilde also launched W Family Office, which offers white glove service for high-net-worth clients by providing wide-ranging investment, wealth management, estate planning, tax and accounting, and insurance services for one flat fee.
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 also 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 Camelback Tax Advisors, CPA, who provides certified tax planning services.
Wilde is also home to Wilde Wealth Insurance. The in-house firm 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.
