Barron’s Names Wilde Wealth Management Group Among Top Advisors in Nation; Firm Ranks No. 1 Among Arizona Advisors

(SCOTTSDALE, Ariz. – June 17, 2025) – 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 the firm among the 2025 Top 250 Private Wealth Management Teams in the nation, earning the No. 60 position nationwide and the highest ranking of any Arizona firm. Only four total firms in Arizona made the esteemed list for 2025, and Wilde is one of only two local firms to rank in the top 100.

According to Barron’s, the rankings are based on data provided by over 4,000 of the nation’s most productive advisors. The teams are ranked on a variety of factors, including their size and shape, their regulatory records and credentials of their members, and the resources they have at their disposal to serve their client bases. The rankings are meant as a starting point for clients looking for an advisor—a first-pass vetting that can help investors narrow a search.

The honor comes on the heels of Wilde Wealth Management Group co-founder and CEO 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 – being named to Barron’s annual list of top 1,200 advisors nationwide, earning the No. 30 position nationwide and No. 3 overall in Arizona. The honor, given in the spring, marked  Wilde’s 17th consecutive year being honored and his 7th year in a row among the top five advisors in Arizona. Also, this past spring, Forbes named Wilde to its 2025 Best-In-State Wealth Advisors list. Only 175 advisors from across Arizona were named to the prestigious list, with Wilde being named the No. 1 overall advisor statewide. This is his fifth year in a row being named among the top three advisors in Arizona. Wilde also earned recognition at the national level, ranking among the Forbes “America’s Top 250 Wealth Advisors” for 2025 as well.

Since co-founding the firm in 2003, Wilde has led Wilde Wealth Management Group to becoming the No. 2 firm nationwide within Cetera Advisors LLC, based on Gross Dealer Concession (GDC) as of 12/31/2024.

During this same time, Wilde has grown its physical footprint as well. Today, the firm boasts offices across Scottsdale, Sun City-Surprise, Glendale, Tucson, Paradise Valley, Payson, and Sedona, and earlier this year they opened an expanded office in Chandler. In 2024, 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 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

2025 Top 250 Private Wealth Management Teams issued by Barron’s (awarded to Wilde Wealth Management Group). Advisors fill out a 102-question survey about their practice. The teams are ranked on a variety of factors, including their size and shape, their regulatory records and credentials of their members, and the resources they have at their disposal to serve their client bases. 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 April 2025 and 48,944 nominations received, based on thresholds – 27,586 invited to complete online survey – 23,303 telephone interviews – 6,004 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. 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. 

Forbes: America’s Top 250 Wealth Advisors (awarded to Trevor Wilde) The Forbes ranking of America’s Top 250 Wealth Advisors, 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 April 2025 and 44,990 nominations received, based on thresholds – 23,876 invited to complete online survey – 20,412 telephone interviews – 4,926 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. 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. 

For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Advisors LLC nor any of its representatives may give legal or tax advice.