Trevor Wilde Honored for 15th Consecutive Year by Barron’s Top 1,200 Financial Advisors List
For the 15th consecutive year, Trevor Wilde, CEO of Wilde Wealth Management Group, has been honored by Barron's prestigious list of top 1,200 advisors nationwide, this time taking title of No. 1 overall in Arizona. Wilde is also a past honoree of AZ Business Magazine’s AZ Business Angels award and received the Most Admired Leaders award by the Phoenix Business Journal for his philanthropic work. Wilde has been honored for 15 consecutive years, and for the last five, he has been amongst the top five advisors in Arizona. This year, he has earned the No. 1 position for the second time.
Barron’s Top 1200 Financial Advisors ranking were based on data provided by over 5,000 of the nation's most productive advisors. The rankings take into account assets under management, revenue, regulatory record, quality of service, and philanthropic endeavors. Congratulations to all of our Financial Advisors who made this year’s Barron’s Top 1,200 Financial Advisors: State-by-State list.
In 2000, Wilde started working in the industry seriously, firstly at a big company mainly concentrated on retirement planning and investments. In 2003, Wilde joined forces with his father Bill to establish the Wilde Wealth Management Group, a private practice that could provide their clients with a more comprehensive range of experience and strategic planning. Wilde has recently expanded their headquarters in Scottsdale from 6,000 to 12,000 square feet and now have offices in Tempe, Tucson, Payson, Glendale, and Sedona. In addition to its headquarters, the company also has locations in Terra Haute, Indiana; San Luis Obispo, California; and a recently inaugurated office in Miami, Florida. Outside of the Wilde offices, the business has experienced tremendous growth by onboarding affiliates, boutiques, and finance teams who share their vision and wish to collaborate. For the second year in a row, the firm was recently chosen as one of BestCompaniesAZ’s 2022 Most Admired Companies. Additionally, the firm was a finalist for the Phoenix Business Journal 2022 Small Business of the Year.
0. “Barron's names Scottsdale wealth adviser tops in Arizona” Daily Independent, 15 Mar. 2023, https://www.yourvalley.net/scottsdale-independent/stories/barrons-names-scottsdale-wealth-advisor-top-advisor-in-arizona,376757
1. “HERITAGE FINANCIAL HONORED ON BARRON'S LIST OF TOP 1200 ADVISORS” InvestorsObserver, 15 Mar. 2023, https://www.investorsobserver.com/news/qm-pr/5844962391191147
2. “2023 Barron's Top 1200 Financial Advisors” Morgan Stanley, 14 Mar. 2023, https://www.morganstanley.com/what-we-do/wealth-management/barrons-top-1200-financial-advisors-2023
3. “Barron's names Trevor Wilde No. 1 advisor in Arizona” citysuntimes, 16 Mar. 2023, https://www.citysuntimes.com/business/barron-s-names-trevor-wilde-no-1-advisor-in-arizona/article_ce90e798-c36d-11ed-85f9-bf1633a6d073.html