Broker Check

Forbes Best-In State Wealth Advisors list for the third year in a row

April 11, 2023

Our warmest
to Trevor Wilde, who has been named to the Forbes Best-In State Wealth Advisors list for the third year in a row, ranking as the #2 Financial Advisor in Arizona for 2023. This is a tremendous accomplishment, and it could not have gone to a more deserving person.
*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 June 2022 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.