NEW! The Top-100
Barron's Cover Story
April 21 , 2008

- Ranking Methodology
- Contact an advisor
- Nominate an advisor

NEW! The Top-100 Women
Barron's Cover Story
June 9, 2008

- Ranking Methodology
- Contact an advisor
- Nominate an advisor

NEW! Winner's Circle "Best Practices" Conference Schedule

   -  2008 Barron's/WC Top Advisor Summit: September 24-26, Boca Beach Club, Boca Raton, FL (Review in Barron's / Info)
   -  2008 Barron's/WC Top Women's Summit: December 3-5, Ritz Carlton, Orlando, FL ('07 Agenda / Info /Review in Barron's)
   -  Investment Consulting Conference: June 2008, Boca Beach Club (Details)
   -  San Francisco Top Advisor Summit: May 28, 2008, Westin St. Francis (Details / Agenda)
More Regional Top Advisors Summits: LA, Chicago, Virginia, Philadelphia, more (Click here to receive updates / Sponsor info)

NEW! Winner's Circle:
Asset Allocation Strategies from America's Best Financial Advisors

By R.J. Shook / Horizon's Publishers Group, 2007
Foreword by Gene Needles, Jr., President, AIM Distributors

"...Every investor--and their advisors--should buy this book and refer to it often."
       David M. Darst, Chief Investment Strategist, Morgan Stanley
"Asset allocation, risk and return, and diversification are perhaps individuals' most misunderstood investment concepts..."
        Richard Bernstein, Chief Investment Strategist, Merrill Lynch

Winner's Circle IV:
Wealth Management Insights from America's Best Financial Advisors

By R.J. Shook / Horizon's Publishers Group, 2005
Foreword by James P. Gorman, President, GPC, Merrill Lynch
Introduction by Peter D. Jones, President, Franklin Templeton Distributors

"Any advisor that cares about doing the best job possible for their clients should read this book."
       Jim Donley, President, PCG, Wachovia Securities
"An excellent resource for Wealth Advisors..."
       James W. Brinkley, Chairman, Legg Mason Wood Walker, Inc.
"...promotes some of the industry's best practices."
       Tom Matthews, Pres. & CEO, PCG, Smith Barney

NEW! The Winner's Circle:
Wall Street's Best Mutual Fund Managers (2005)
Foreword by Don Phillips, Managing Director, Morningstar, Inc.

Published by John Wiley & Sons    

Buy Now

The Winner's Circle III (2002 ed.):
How 30 Financial Advisors Became the Best in the Business

"This book is a winner!"
Wick Simmons, CEO, The Nasdaq Stock Market

"Hats off to Shook for a practical exposition of best practices in this industry."
Stan O'Neal, President & COO, Merrill Lynch

Cahner's Business Information / Horizon Publishers Group