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Wilde Wealth Management  Group

Our practice is dedicated to providing the best service possible to each of our clients now and long in to the future. We take the same approach in planning our practice’s future as we do with our clients’ financial future; detailed, methodical, and testing the plan against the “unknown” to offer greater long-term security.

JRS Financial is aligned with Wilde Wealth Management Group. This alignment offers our practice something extremely important to our current and future clients – succession. In our partnership now, we can offer a seamless transition many years down the road, if ever needed. 

Wilde Wealth Management Group, comprising 50 dedicated professionals and expanding, boasts an impressive track record. For 16 consecutive years, they've secured a place on Barron's Top 1200 Advisors List, ranking #2 in Arizona in 2024. Additionally, Forbes has consistently recognized them as one of the Best-In-State advisors, holding the #2 spot in Arizona for four years running. Furthermore, the team has earned a place among Barron's Top 100 Private Wealth Teams nationwide.

Their accolades extend beyond rankings, with recognition from prominent publications such as Forbes, Barron's, the Phoenix Business Journal, and The Arizona Republic. Their philanthropic arm, Wilde for Arizona™, has also garnered attention, featured by AZ Business Angels. Ultimately, our decision to affiliate with Wilde Wealth stems from their exceptional personnel and the comprehensive depth of their organization.


Barron’s: Top 1200 Financial 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 advisors' 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. No compensation was provided directly or indirectly by the recipient for participation or in connection with obtaining or using the third-party rating or award.

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 2024 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. No compensation was provided directly or indirectly by the recipient for participation or in connection with obtaining or using the third-party rating or award. No compensation was provided directly or indirectly by the recipient for participation or in connection with obtaining or using the third-party rating or award.

 Barron’s Top 100 Private Wealth Management Teams award is an annual ranking of wealth advisory teams that specialize in serving individuals and families. The teams are ranked on a variety of factors, including their size and shape, their regulatory records and credentials of their members, and the resources they have at their disposal to serve their client bases. 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. No compensation was provided directly or indirectly by the recipient for participation or in connection with obtaining or using the third-party rating or award. No compensation was provided directly or indirectly by the
recipient for participation or in connection with obtaining or using the third-party rating or award.

*The charitable entities and/or fundraising opportunities described herein are not endorsed by or affiliated with Cetera Advisors LLC or its affiliates. Our philanthropic interests are personal to us and are not reviewed, sponsored, or approved by Cetera.