Barron’s Names Trevor Wilde No. 1 Advisor in Arizona; Ranking Marks 15th Consecutive Year Firm and Wilde Recognized
(SCOTTSDALE, Ariz. – March 13, 2023) – 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. 1 overall in Arizona. This is Wilde’s 15th consecutive year being honored and his 5th year in a row among the top five advisors in Arizona. It also marks Wilde’s second time being named to the No. 1 position.
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 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 2022 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 is also a past honoree of the AZ Business Angels award by AZ Business Magazine and Most Admired Leaders award by the Phoenix Business Journal for his philanthropic leadership across the Southwest, including as head of the Wilde for Arizona community outreach program and on the boards of Junior Achievement of Arizona and Child Crisis Arizona. The firm was also recently selected to BestCompaniesAZ’s 2022 Most Admired Companies, its second year in a row earning the honor, and was a finalist for the Phoenix Business Journal 2022 Small Business of the Year.
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.
“We had a vision to offer boutique investment and planning advice in a fiduciary capacity, and to offer clients expanded in-house service offerings from fellow independent experts and specialists in the fields of legal, taxes, risk management, family services, real estate and even insurance,” says Wilde.
Today, Wilde has offices in Tempe, Tucson, Payson, Glendale and Sedona in addition to its headquarters in Scottsdale, which Wilde expanded from 6,000 to 12,000 square feet in recent years. The firm also has offices in Terra Haute, Ind., San Luis Obispo, Calif., and a newly opened office in 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.
“One of the reasons for affiliates gravitated toward us is our strategic partnerships,” says Wilde. “We can offer such a deep bench of services beyond traditional retirement and financial support – from tax services and estate planning to mortgage assistance and even college planning – thanks to our investment in them.”
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 July 2022, Wilde also launched Wilde Wealth Insurance. The new 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
Arizona’s Most Admired Companies is an Arizona awards program given by BestCompaniesAZ and AZ Business Magazine. To win, a business must demonstrate excellence in its leadership, corporate culture, vision, innovation, customer relations, and community engagement through corporate social responsibility programs. This award recognizes excellence in workplace culture, leadership, social responsibility, and customer opinion. All Arizona companies are eligible to submit an application. All nominations are reviewed by a selection committee comprised of industry leaders and subject experts, the Arizona Business Magazine editorial team and Arizona’s Most Admired Companies Presenting Sponsors or Partners that are not participating in the competition. The selection committee determines all honorees. 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. No compensation was provided directly or indirectly by the recipient for participation or in connection with obtaining or using the third-party rating or award.
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