Barron’s Names Trevor Wilde No. 1 Advisor in Arizona
Ranking Marks 18th Consecutive Year Firm and Wilde Recognized
Trevor Wilde
Wilde Wealth Management Group, an award-winning financial services firm that provides comprehensive retirement, investment, real estate, insurance, legal and tax planning services all under one roof, is pleased to announce that Barron’s has named chief executive officer Trevor Wilde, MBA, AIF® to its annual list of top 1,500 advisors nationwide, earning the No. 1 overall in Arizona. This is Wilde’s 18th consecutive year being honored and his 8th 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.
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Barron’s Names Trevor Wilde No. 1 Advisor in Arizona
Ranking Marks 18th Consecutive Year Firm and Wilde Recognized
Trevor Wilde
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Wilde Wealth Management Group, an award-winning financial services firm that provides comprehensive retirement, investment, real estate, insurance, legal and tax planning services all under one roof, is pleased to announce that Barron’s has named chief executive officer Trevor Wilde, MBA, AIF® to its annual list of top 1,500 advisors nationwide, earning the No. 1 overall in Arizona. This is Wilde’s 18th consecutive year being honored and his 8th 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.
As co-founder and CEO of Wilde Wealth Management Group, Trevor Wilde – an Investment Advisor Representative who holds the Accredited Investment Fiduciary (AIF®) designation, which is the mark of commitment to a standard of investment fiduciary excellence – leads one of the most dynamic and diverse wealth management firms in the nation. Since co-founding the firm in 2000, he has led Wilde Wealth to becoming among the top three firms nationwide within Cetera.
During this same time, Wilde has grown its physical footprint as well. Today, the firm boasts offices across Scottsdale, Sun City-Surprise, Chandler, Glendale, Goodyear, Tucson, Paradise Valley, Payson, and Sedona. In recent years, Wilde also launched a white glove service for high-net-worth clients and Wilde Wealth Insurance, offering corporate and individual insurances services, business insurance, life and disability insurance, long-term care insurance, and homeowners and renter’s insurance.
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