Forbes has named Chief Executive Officer and Investment Advisor Representative Trevor Wilde, MBA, AIF, of Wilde Wealth Management Group, to its 2024 Best-In-State Wealth Advisors list. Wilde Wealth Management is an award-winning independent financial services firm that provides comprehensive retirement, investment, real estate, insurance, legal, and tax planning services. 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 16thconsecutive 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 located at Wilde’s Scottsdale headquarters, offers corporate and individual insurance 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.
