Forbes Names Wilde Wealth Management Among America’s Top Registered Investment Advisory Firms

(SCOTTSDALE, Ariz. – Oct. 31, 2025) – Wilde Wealth Management Group is pleased to announce that Forbes has named the firm to its 2025 list of America’s Top Registered Advisory Firms. Placing at No. 144 on the list, Wilde Wealth is the sole Arizona firm on the list. In addition to this honor, earlier this year Forbes also named chief executive officer and investment advisor representative Trevor Wilde, MBA, AIF® 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.

According to Forbes, the ranking of America’s Top Registered Investment Advisory Firms, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone, virtual and in-person due diligence interviews, and quantitative data. The algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices and 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 receive a fee in exchange for rankings.

During this same time, Wilde has grown its physical footprint as well. Over the past year, the firm opened new offices in Chandler and Goodyear, joining fellow locations across Scottsdale, Sun City-Surprise, Glendale, Tucson, Payson, and Sedona. In 2024, Wilde also launched W Family Office, a division of Wilde Wealth Management Group, 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.