Staff Reports | Business & Commerce
Wilde Wealth Management Group has been named to Forbes’ 2025 list of America’s Top Registered Investment Advisory Firms, placing No. 144 nationally and earning distinction as the only Arizona-based firm on the list.
Earlier this year, Forbes also named Trevor Wilde, chief executive officer and investment advisor representative, to its 2025 Best-In-State Wealth Advisors list, according to a press release.
Mr. Wilde was ranked the No. 1 overall advisor in Arizona. Only 175 advisors statewide were selected for the list.
The rankings, developed by SHOOK Research, are based on an algorithm that incorporates qualitative criteria gathered through interviews and quantitative data. Factors include revenue trends, assets under management, compliance records, industry experience and client service practices. Portfolio performance is not considered due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK Research accepts fees for inclusion.
In addition to these recognitions, Wilde Wealth Management Group has expanded its physical footprint over the past year, opening new offices in Chandler and Goodyear. These locations join existing offices in Scottsdale, Sun City-Surprise, Glendale, Tucson, Payson and Sedona.
In 2024, the firm launched W Family Office, a division offering comprehensive services for high-net-worth clients. The division provides investment, wealth management, estate planning, tax and accounting, and insurance services for a single flat fee.
Wilde Wealth has also grown through partnerships with boutique and affiliate financial teams across the Southwest. Affiliates include In Touch Wealth Advisors, Huish Wealth Management, Rizzo Financial Group and Self Wealth Management in Scottsdale; JRS Wealth Management and Hallmark Financial in Tucson; Mosaic Financial Associates in Tempe; and Premier Wealth Management Group in Albuquerque.
The firm collaborates with several service providers who operate within Wilde’s Valleywide offices, including ECA Financial Services for health insurance and benefits, Taylor Elite Group for mortgage and real estate support, Phelps LaClair for estate planning, AZ College Planning, and Mr. Mike Patinella, CPA, Registered Representative, for certified tax planning.
In 2022, Wilde launched Wilde Wealth Insurance, based in its Scottsdale office. The in-house firm offers corporate and individual insurance services, including general liability, property, workers’ compensation, life and disability insurance, long-term care coverage, and homeowners and renters insurance.
