Trever Wilde, CEO and investment advisor for Scottsdale’s Wilde Wealth Management Group, was named the No. 2 overall advisor in Arizona. (Wilde Wealth Management Group)

Forbes names Scottsdale’s Trevor Wilde among top advisors in Arizona

Forbes has named Scottsdale-based Wilde Wealth Management Group’s CEO and investment advisor representative Trevor Wilde to its 2024 Best-In-State Wealth Advisors list.

Only 175 advisors from across Arizona were named to the list, with Wilde being named the No. 2 overall advisor statewide, according to a press release.
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 in put 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 16th consecutive year being honored.