Staff Reports | Business & Commerce
Wilde Wealth Management Group is announcing that Barron’s has named the firm among the 2025 Top 250 Private Wealth Management Teams in the nation, earning the No. 60 position nationwide and the highest ranking of any Arizona firm.
Only four total firms in Arizona made the esteemed list for 2025, and Wilde is one of only two local firms to rank in the top 100, according to a press release.
According to Barron’s, the rankings are based on data provided by over 4,000 of the nation’s most productive advisors, the release states.
The honor comes on the heels of Wilde Wealth Management Group co-founder and CEO Trevor Wilde — an investment advisor representative who holds the Accredited Investment Fiduciary designation — being named to Barron’s annual list of top 1,200 advisors nationwide, earning the No. 30 position nationwide and No. 3 overall in Arizona.
The honor, given in the spring, marked Mr. Wilde’s 17th consecutive year being honored and his 7th year in a row among the top five advisors in Arizona. Also, this past spring, Forbes named Wilde to its 2025 Best-In-State Wealth Advisors list.
Only 175 advisors from across Arizona were named to the prestigious list, with Wilde being named the No. 1 overall advisor statewide. This is his fifth year in a row being named among the top three advisors in Arizona. Wilde also earned recognition at the national level, ranking among the Forbes “America’s Top 250 Wealth Advisors” for 2025 as well.
Since co-founding the firm in 2003, Wilde has led Wilde Wealth Management Group to becoming the No. 2 firm nationwide within Cetera Advisors LLC, based on Gross Dealer Concession (GDC) as of 12/31/2024.
During this same time, Wilde has grown its physical footprint as well. Today, the firm boasts offices across Scottsdale, Sun City-Surprise, Glendale, Tucson, Paradise Valley, Payson, and Sedona, and earlier this year they opened an expanded office in Chandler. In 2024, Wilde also launched W Family Office, which offers white glove service for high-net-worth clients by providing wide-ranging investment, wealth management, estate planning, tax and accounting, and insurance services for one flat fee.
