Trevor Wilde, MBA, AIF®, founder and CEO of Wilde Wealth Management Group, a financial services firm that provides comprehensive retirement, investment, real estate, insurance, legal, and tax planning services, was named among Barron’s Top 100 Independent Advisors in the Country for 2023. This is Wilde’s first year on the list, earning No. 50 in the national ranking. He is one of only two advisors from Arizona to make the list.
The honor comes on the heels of Wilde being named to Barron’s annual list of Top 1,200 Advisors Nationwide and No. 1 overall in Arizona earlier this spring. In addition, in recent months, Wilde Wealth Management Group was named to Barron’s annual list of the Top 100 Private Wealth Management Teams in the nation.
Barron’s publishes four individual advisor rankings each year (Top 100 Advisors, Top 100 Women Advisors, Top 100 Independent Advisors, Top 1,200 Advisors) along with three team- or firm-based rankings (Top RIA Firms, Top Institutional Consultants, Top Wealth Management Firms). The goal is to shine a spotlight on the nation’s best financial advisors, with an eye toward raising standards in the industry. The rankings serve two distinct types of Barron’s readers. For wealth management professionals, they serve as an industry scorecard. For investors, rankings are a tool that can help in the process of finding financial guidance.
Advisors who wish to be ranked fill out a 102-question survey about their practice. The data is then verified with the advisors’ firms and with regulatory databases, and editors apply their rankings formula to the data to generate a ranking. The formula features three major categories of calculations: (1) Assets (2) Revenue (3) Quality of practice.
The firm’s responsible growth, expertise as it relates to client service, and community stewardship have led to several other awards in addition to the most recent announcements.