Broker Check

Awards & Recognition 

Barron's List of Top Financial Advisors

2009, 2010, 2011, 2012, 2013, 2014, 2015, 2016, 2017, 2018, 2019, 2020 & 2021

We are extremely proud to have Wilde Wealth Management ranked as one of the top Advisors in the State of Arizona for the 13th consecutive year.

<b>Barron's List of 1200 Top Financial Advisors 2021*</b>

Barron's List of 1200 Top Financial Advisors 2021*

Listed #2 in the State of Arizona

<b>Barron's List of 1200 Top Financial Advisors 2020*</b>

Barron's List of 1200 Top Financial Advisors 2020*

Listed #1 in the State of Arizona

<strong>Barron's List of 1200 Top Financial Advisors 2019*</strong>

Barron's List of 1200 Top Financial Advisors 2019*

Listed #4 in the State of Arizona

<strong>Barron's List of 1200 Top Financial Advisors 2018*</strong>

Barron's List of 1200 Top Financial Advisors 2018*

Listed #7 in the State of Arizona

<strong>Barron's List of 1200 Top Financial Advisors 2017*</strong>

Barron's List of 1200 Top Financial Advisors 2017*

Listed #12 in the State of Arizona

<strong>Barron's List of 1200 Top Financial Advisors 2016*</strong>

Barron's List of 1200 Top Financial Advisors 2016*

Listed #19 in the State of Arizona

<strong>Barron's List of 1200 Top Financial Advisors 2015*</strong>

Barron's List of 1200 Top Financial Advisors 2015*

Listed #14 in the State of Arizona

<strong>Barron's List of 1200 Top Financial Advisors 2014*</strong>

Barron's List of 1200 Top Financial Advisors 2014*

Listed #14 in the State of Arizona

<strong>Barron's List of 1000 Top Financial Advisors 2013*</strong>

Barron's List of 1000 Top Financial Advisors 2013*

Listed #17 in the State of Arizona

<strong>Barron's List of 1000 Top Financial Advisors 2012*</strong>

Barron's List of 1000 Top Financial Advisors 2012*

Listed #17 in the State of Arizona

<strong>Barron's List of 1000 Top Financial Advisors 2011*</strong>

Barron's List of 1000 Top Financial Advisors 2011*

Listed #18 in the State of Arizona

<strong>Barron's List of 1000 Top Financial Advisors 2010*</strong>

Barron's List of 1000 Top Financial Advisors 2010*

Listed #20 in the State of Arizona

Barron's List of 1000 Top Financial Advisors 2009*

Listed #20 in the State of Arizona


Forbes Best-In-State Wealth Advisors


Forbes Best-In-State Wealth Advisors 2021

Ranked #2 in the State of Arizona


Barron’s Top 1200 Advisors: Over 4,000 advisors who wish to be ranked fill out a 102-question survey about their practice, data is verified and then applied to a ranking formula.  The ranking reflects the volume of assets overseen by the advisors and their teams, revenues generated for the firms, and the quality of the advisor’s practices.  The scoring system assigns a top score of 100 and rates the rest by comparing them with the top-ranked advisor.  Listing in this publication and/or award is not a guarantee of future investment success.  This recognition should not be construed as an endorsement of the advisor by any client.

The Forbes ranking of Best-In-State Wealth Advisors (awarded to Trevor Wilde), developed by SHOOK Research, is based on an algorithm of qualitative data, rating thousands of wealth advisors with a minimum of seven years’ experience and weighing factors like revenue trends, assets under management, compliance records, industry experience, and best practices learned through telephone and in-person interviews. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings. Research summary as of March 2021 and 32,725 nominations received, based on thresholds - 15,854 invited to complete online survey - 13,114 telephone interviews - 2,085 in-person interviews at Advisor’s location. Listing in this publication and/or award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the advisor by any client.

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