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NEW! Winner's Circle Media Schedule:

 - Barron's (Top-100)
 - Barron's (Top Women)
 - Barron's (Top RIAs)
 - Barron's (state-by-state)
 - Research Magazine
 - San Fran. Bus. Times
 - Chicago Magazine
 - Boston Magazine
 - Crain's Detroit

 - S. Florida Bus. Jrnl

 - Denver Bus. Jrnl
 - Minneapolis Bus. Jrnl
 - Ha
waii Business
 - Louisville Bus. First
 - Orlando Bus. Jrnl

 - New Jersey Monthly

 - Los Angeles Bus. Jrnl
 -
Charlotte Bus. Jrnl
 - Orange Cnty Bus. Jnl
 - Puget Sound Bus. Jnl

 - Columbus Bus. First

 - Portland Bus. Jrnl
 - Washing
ton CEO
 - Virginia Business
 - Washington CEO
 - Oklahoma Magazine
 - Dallas Bus. Journal
 - California CEO


 Other Cities:
 - Houston
 - Atlanta
 More...

WHAT'S NEW...

2008 COVER STORY

Click here for full cover

2007 COVER STORY

2006 COVER STORY
 
2005 COVER STORY

2004 COVER STORY

2003 COVER STORY



 

 
 

The Winner's Circle® recognizes the most outstanding financial advisors in the business - each of whom represent the highest levels of ethical standards, professionalism and success in the business.   - R.J. Shook, Founder

NEW! Barron's acquires The Winner's Circle Organization see Press Release

NEW! Advisors - Fill out our online survey Fill out survey to be considered for all publications.
 - Barron's (state-by-state; one ranking in each state)
 - Barron's cover stories (Top-100, Top Women, Top RIAs)
 - Regional publications (Chicago Magazine, LA Business Journal, etc.)

 Click here for survey

NEW! The Top-1,000
State-By-State
February 9, 2009

- Ranking Methodology
-
Contact an advisor
- Nominate an advisor

NEW! The Top-100
April 21 , 2008

- Ranking Methodology
-
Contact an advisor
- Nominate an advisor

NEW! The Top-100 Women
April 21 , 2008

- Ranking Methodology
-
Contact an advisor
- Nominate an advisor

NEW! The Top-100 Independents
August 18, 2008

- Ranking Methodology
-
Contact an advisor
- Nominate an advisor

NEW! Winner's Circle "Best Practices" Conference Schedule
   -  2009 Barron's/WC Top Independent Advisors Summit: May 6-8, Arizona Biltmore Resort (Details)
   -  
2009 Investment Consulting Conference: June 2009, Washington, DC (Details)
   -  2009 Barron's/WC Top Women's Summit: (Details)
   -  2009 Barron's/WC Top Advisor Summit: (Details)
More Regional Top Advisors Events: LA, Chicago, Virginia, Philadelphia, more (Sponsor info)


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

 

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    

 

 

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

 

Past Winner's Circle "Top Advisors" Feature Stories