Arizona financial company Wilde Wealth Management Group has made the Barron’s America’s Top 1,200 Financial Advisors list for 2017.
The firm moved up six places from last year and has been rated number 12 in the state.
"We're honored to be recognized in this prestigious list, which reflects our team's commitment to delivering a personal approach to wealth management that emphasizes the ability of our clients to achieve their life goals,” the firm’s managing director, Trevor Wilde, said in a press release.
Along with financial planning and advice services, the company also offers a discretionary asset management program. This program has allowed Wilde to manage client accounts through Cetera Advisors, which is a network of independent firms.
"We are pleased to congratulate Trevor Wilde and his team for this distinguished and well-deserved honor,” Erinn Ford, president of Cetera, said in the press release. "Cetera is proud to serve Wilde Wealth Management, and we look forward to continuing to support the ongoing mission of Trevor and the rest of his team to deliver an exceptional experience on an everyday basis to their clients."
Wilde has eight financial advisors, five offices and about $448 million in client assets.
Barron’s, which is a branch of the Dow Jones & Co. Inc., compiles their list of the top financial advisors each year.
7025 N Scottsdale Rd
Scottsdale, AZ 85253