Scottsdale's Trevor Wilde, MBA, AIF®, the CEO of Wilde Wealth Management Group, just nabbed a top honor.
Wilde was not only named by Barron's to its annual list of top 1,200 advisors nationwide, but No. 1 overall in Arizona. This is his second time being named to the No. 1 position, 15th consecutive year being honored, and his fifth year in a row among the top five advisors in Arizona.
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: 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 just 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.
Wilde began his work in the industry in earnest in 2000, initially at a large firm primarily focused on retirement planning and investments. Eager to offer a deeper breadth of experience and strategic planning to his clients, he partnered with his father Bill in 2003 to found an independent practice, Wilde Wealth Management Group, now an award-winning financial services firm that provides comprehensive retirement, investment, real estate, insurance, legal and tax planning services all under one roof.
Today, Wilde has offices in Tempe, Tucson, Payson, Glendale, and Sedona in addition to its headquarters in Scottsdale, which Wilde expanded from 6,000 to 12,000 square feet in recent years. The firm also has offices in Terra Haute, Ind., San Luis Obispo, Calif., and a newly opened office in Miami.
In July 2022, Wilde also launched Wilde Wealth Insurance. The new 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.