Staff Reports | Business & Commerce
Wilde Wealth Management Group announced that Barron’s has named Chief Executive Officer Trevor Wilde to its annual list of the top 1,500 advisors nationwide, ranking him No. 1 overall in Arizona.
The recognition marks Mr. Wilde’s 18th consecutive year on the list and his eighth consecutive year among the top five advisors in Arizona, according to a press release.
Barron’s compiles the rankings using data from more than 4,000 financial advisors, evaluating factors including assets under management, revenue, regulatory record, quality of practice and philanthropic work. The publication identifies top advisors in each state based on population and wealth, and included 30 advisors from Arizona in this year’s report, according to a press release.
Mr. Wilde and other honorees are expected to be featured in an upcoming Wall Street Journal edition highlighting the program.
Mr. Wilde is co-founder and CEO of Wilde Wealth Management Group and holds the Accredited Investment Fiduciary designation. He co-founded the firm in 2000 and has overseen its growth within the Cetera network.
Wilde Wealth Management Group operates offices in Scottsdale, Sun City-Surprise, Chandler, Glendale, Goodyear, Tucson, Paradise Valley, Payson and Sedona. In recent years, the firm launched W Family Office, which provides services for high-net-worth clients, including investment, wealth management, estate planning, tax and accounting, and insurance services.
