Staff Reports | Business & Commerce
Wilde Wealth Management Group is announcing Forbes has named CEO and Investment Advisor Trevor 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, according to a press release.
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, the release states.
Jeffrey D. Anthony, chief growth officer and investment advisor at Wilde Wealth Management Group, also earned a position on the statewide list, ranking No. 109 and marking his first time being recognized through Forbes.
According to Forbes, the ranking of America’s Top Wealth Advisors and Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria learned through telephone, virtual and in-person due diligence interviews, and quantitative data such as revenue trends and assets under management.
The algorithm additionally weighs factors such as service models, compliance records and industry experience, and focuses on 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.
