Wilde Wealth Management Group, an award-winning financial services firm based in Paradise Valley announced that Barron’s has named CEO and long-time Scottsdale resident Trevor Wilde to its annual list of top 1,200 advisors nationwide and No. 2 overall in Arizona.
This is Wilde’s 16th consecutive year being honored and his sixth year in a row among the top five advisors in Arizona, according to a press release. Wilde Wealth Management Group provides comprehensive retirement, investment, real estate, insurance, legal and tax planning services all under one roof.
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 are 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 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.
The honor comes on the heels of Forbes naming Wilde to its 2023 Best-In-State Wealth Advisors list, the release stated. Within this ranking, Wilde was named the No. 2 overall advisor statewide. Forbes also named Wilde Wealth Management Group to its 2023 list of America’s Top Registered Investment Advisory firms. The firm earned No. 146 in the national ranking, and they were one of only two firms in Arizona to earn placement on the list.
Wilde is an Investment Advisor Representative who holds the Accredited Investment Fiduciary designation, which is the mark of commitment to a standard of investment fiduciary excellence. Since founding the firm in 2000, he has grown Wilde Wealth Management Group to seven offices across Arizona with locations in Scottsdale, Tempe, Tucson, Payson, Glendale, Sedona, and a newly opened office in Sun City/Surprise. The firm also has offices in Terra Haute, Ind., San Luis Obispo, Calif., and Miami, Fla., according to the release.
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 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 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 — life and disability insurance, long-term care insurance, and homeowners and renter’s insurance.
For more information, visit www.wildewealth.com.
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