Wilde Wealth Management Group, a financial services firm headquartered in Paradise Valley, announces that founder and CEO Trevor Wilde, of Scottsdale, has been 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, Wilde Wealth Management Group was recently named to Barron’s annual list of the top 100 private wealth management teams in the nation.
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: assets, revenue and quality of practice.