The Winner’s Circle Organization has been sold to Barron’s

The Winner’s Circle Organization, a conference co-producer and consultancy which analyzes and produces rankings of financial advisors, has been sold to Barron’s, published by Dow Jones & Co.

The Seller
The Winner’s Circle(r) is an organization of outstanding advisors and industry leaders. The WC’s missions are to promote best practices in the industry, and to promote the value of advice to the investing public. The Organization’s independent and objective research is published in annual feature stories in publications like Barron’s, San Francisco Business Times, LA Business Journal, Detroit Crain’s, Chicago Magazine and more. With over 7,000 nominations received every year, rankings are based on quantitative (assets and revenues) and qualitative criteria (compliance records, discussions with management and peers, telephone and in-person interviews, etc.). In addition to its extensive research, The Winner’s Circle runs industry conferences and publishes books. For more information, please visit:

The Buyer
Barron’s (
) is America’s premier financial magazine, renowned for its market-moving stories. Published by Dow Jones & Company since 1921, it reaches an influential audience of senior corporate decision makers, institutional investors, individual investors and financial professionals. With new content available every week in print and every business day online, Barron’s provides readers with a comprehensive review of the market’s recent activity, coupled with in-depth, sophisticated reports on what’s likely to happen in the market in the days and weeks to come. As a result, Barron’s is the financial information source these powerful people rely on for market information, ideas and insights they can use to increase their professional success and enhance their personal, financial well-being.

Transaction TypeM&A Sell-Side
ClientThe Winner’s Circle Organization
Sold toBarron’s
DateSeptember 2008