Forbes Names Trevor Wilde Among Top Advisors in Arizona
By Alison Bailin -
Wednesday Apr 13, 2022
Wilde Wealth Management Group, which is an award-winning independent 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 Forbes has named chief executive officer and investment advisor representative Trevor Wilde, MBA, AIFÂ® to its 2022 Best-In-State Wealth Advisors list. In total, 110 advisors from across Arizona were named to the prestigious list, with Wilde being named the No. 2 overall advisor statewide. This is his second 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 yearsâ€™ 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 a busy era for Wilde, who in February 2022 was named to Barronâ€™s top 1,200 advisors nationwide, coming in at No. 2 overall in Arizona. It was Wildeâ€™s 14th consecutive year being honored and fifth time in the top five statewide. He was also recently named as among the â€œAZ Business Angelsâ€ by AZ Business Magazine for his philanthropic leadership across the Southwest and as a â€œMost Admired Leaderâ€ in Arizona by the Phoenix Business Journal. Beyond the honors, Wilde joined the boards for both Junior Achievement of Arizona and Child Crisis Arizona amid COVID-19 and grew his team exponentially despite the challenges of the pandemic, including expanding both the Scottsdale-area headquarters as well as Tucson office and adding new affiliate partners Self Wealth Management in Scottsdale, Mosaic Financial Associates in Tempe and Premier Wealth Management Group in Albuquerque. Wilde is also in process of opening its first-ever Sedona office, and in 2021 opened its first-ever California office, located in San Luis Obispo.
Wilde began his work in the industry in earnest in 2000, initially at a large firm primarily focused on retirement planning and investments. Eager to offer a deeper breadth of expertise and strategic planning to his clients, Wilde partnered with his father Bill in 2003 to found an independent practice, Wilde Wealth Management Group. Their mission was two-fold: to offer boutique, customized investment planning advice, and to offer clients expanded in-house service offerings from fellow independent specialists in the fields of legal, taxes, risk management, family services, real estate and insurance.
Over the past two decades, Wilde, who earned his Masterâ€™s degree in Business Administration from the University of Phoenix, has helped grow the firm across Arizona and throughout the Southwest. Wilde is actively recruiting new advisors for all his offices across the region.