Trevor Wilde continues string of wealth management accolades
Staff Reports | Digital Free Press
Wilde Wealth Management Group representatives are reporting the media outlet Forbes has named chief executive officer 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 prestigious list, with Mr. Wilde being named the No. 2 overall advisor statewide. This is his fourth year in a row earning the No. 2 overall ranking, according to a press release.
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 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 Mr. Wilde being named to Barron’s top 1,200 advisors nationwide in recent weeks, coming in at No. 2 overall in Arizona.
