Forbes Names Trevor Wilde Among Top Advisors in Arizona
(SCOTTSDALE, Ariz. – April 15, 2024) – Wilde Wealth Management Group, an award-winning independent 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 Forbes has named chief executive officer and investment advisor representative Trevor Wilde, MBA, AIF® to its 2024 Best-In-State Wealth Advisors list. Only 175 advisors from across Arizona were named to the prestigious list, with Wilde being named the No. 2 overall advisor statewide. This is his fourth year in a row earning the No. 2 overall ranking.
According to Forbes, this ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, gained through telephone, virtual and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years’ experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their approach to working with clients. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receives a fee in exchange for rankings.
The honor comes on the heels of Wilde being named to Barron’s top 1,200 advisors nationwide in recent weeks, coming in at No. 2 overall in Arizona. It was Wilde’s 16th consecutive year being honored. Beyond the honors, in the past few years alone, Wilde has experienced unprecedented growth, adding offices across Arizona while expanding into San Luis Obispo, Calif., and South Florida and launching Wilde Wealth Insurance. The new in-house firm, which is conveniently at Wilde’s Scottsdale headquarters, 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.
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 Senior Financial Advisors, 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 and has been named to Barron’s “List of Top 1,200 Advisors” annually for 15 years, most recently ranking in the top five firms in Arizona. Currently, Wilde Wealth Management Group has offices across Arizona located in Scottsdale, Sun City-Surprise, Glendale, Sedona, Tempe, Tucson, and Payson as well as affiliates and partners in Indiana, California, Florida, and New Mexico. 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 & 110 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. 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.
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 2022 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.
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.
