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Scottsdale financial advisor makes Barron’s list | Business

Scottsdale financial services firm Wilde Wealth Management Group’s CEO Trevor Wilde has been added to Barron’s top 1,200 advisors in the country and placed second in its list of advisors in Arizona.

Wilde Wealth  provides retirement, investment, real estate, insurance, legal and tax-planning services and Wilde has made Barron’s national list 16 years in a row.

Barron’s rankings are based on data from over 4,000 of the nation’s most productive advisors. Factors include under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work.  

Wilde’s honor comes on the heels of Forbes naming him to its 2023 Best-In-State Wealth Advisors list. Wilde was named the No. 2 overall advisor statewide. Forbes also named Wilde Wealth Management Group to its 2023 list of America’s top registered investment advisory firms. The firm earned No. 146 in the national ranking, and was one of only two Arizona firms on the list.

As founder and CEO of Wilde Wealth Management Group, he holds the Accredited Investment Fiduciary (AIF) designation, which signifies investment fiduciary excellence. Since founding the firm in 2000, he has grown Wilde Wealth to seven offices across Arizona and three outside the state.

In 2022, Wilde also launched Wilde Wealth Insurance, an in-house firm offering a range of products to companies and employees as well as homeowners and renters insurance.

Information: wildewealth.com. 

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