Forbes Names Wilde Wealth Management CEO Trevor Wilde No. 1 Advisor in Arizona; Chief Growth Officer Jeffrey D. Anthony Earns Ranking for First Time Ever
(SCOTTSDALE, Ariz. – May 15, 2025) – 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 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. Jeffrey D. Anthony, Chief Growth Officer and Investment Advisor Representative at Wilde Wealth Management Group, also earned a position on the statewide list, ranking No. 109 and marking his first time being recognized through Forbes.
According to Forbes, the ranking of America’s Top Wealth Advisors and Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria learned through telephone, virtual and in-person due diligence interviews, and quantitative data such as revenue trends and assets under management. The algorithm additionally weighs factors such as service models, compliance records and industry experience, and focuses on 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. 3 overall in Arizona. It was Wilde’s 17th consecutive year being honored.
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, he has led Wilde Wealth to becoming the No. 2 firm nationwide within Cetera Advisors LLC, as of 12/31/2024, based on Gross Dealer Concessions.
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 office in Chandler. 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. Drew Kliber, Managing Director and Registered Representative, who has $110 million assets under administration through Cetera Advisors LLC as of December 2024, leads W Family Office as managing director.
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 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.
