We plan today to help protect your tomorrow.

You worked hard to build your wealth. Cooke Financial Group works with you to preserve and grow it.

  • 2025 Forbes America's Top 250 Wealth Advisors
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  • 2025 Barron's Top 1,200 Financial Advisors
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  • 2025 Forbes #1 & #2 Best-In-State Wealth Advisors
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  • 2025 Forbes Top Women Wealth Advisors Best-In-State
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  • 2025 AdvisorHub 100 Women Advisors to Watch (Ranked #2)
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  • 2025 AdvisorHub 200 Advisors to Watch (Over $1B)
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  • 2024 Forbes Top Next-Gen Wealth Advisors Best-In-State 
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As featured in leading financial publications:
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Cooke Financial Group Wealth Management Team

Navigate any market with expert advisors on your team.

We're committed to your financial security. Our wealth experts create a long-term plan to preserve and enhance your lifestyle.


Knowledge

200+ years

combined financial experience


Assets Managed

$2B+

assets under management

* as of 5/31/2024


Impact

38 states

served with satisfied clients

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Private Investors

Personalized solutions for every step of your financial journey.

Institutional Investors

Custom solutions to help you achieve your organization's mission.

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Locally rooted, nationally recognized.

Headquartered in Indianapolis, Indiana, our wealth advisors earn consistent recognition as some of the best in the country.

Forbes America's Top 250 Wealth Advisors

2025, 2024-2018

Forbes Best-In-State Wealth Advisors (Ranked #1 & #2 in Indiana)

2025, 2024-2018

Forbes Top Women Wealth Advisors Best-In-State (Indiana)

2025

Barron's Top 1,200 Financial Advisors

2025, 2024-2021, 2016-2009

AdvisorHub 100 Women Advisors to Watch (Ranked #2 in 2025, Ranked #1 in 2024)

2025, 2024

AdvisorHub 200 Advisors to Watch (Over $1B) 

2025

Expertise.com Best Financial Advisors in Indianapolis 

2025, 2024-2022

Forbes Top Next-Gen Wealth Advisors Best-In-State (Indiana)

2024

AdvisorHub 150 Advisors to Watch (Over $1B)

2024

Five Star Professional Five Star Wealth Manager Award

2024, 2023-2018, 2016-2012

AdvisorHub 100 Advisors to Watch (Over $1B) 

2023

AdvisorHub 50 Advisors to Watch (Over $1B) 

2022

Not indicative of advisor’s future performance. Your experience may vary. Click for full award disclosures.

Forbes America's Top 250 Wealth Advisors (2018-2025), created by SHOOK Research. Most recently presented in April 2025 based on data gathered from 06/30/2023 to 06/30/2024. No fee was paid to be included in the ranking. A fee was paid to hold out in marketing materials.

Forbes Best-In-State Wealth Advisors (2018-2025), created by SHOOK Research. Most recently presented in April 2025 based on data gathered from 06/30/2023 to 06/30/2024. No fee was paid to be included in the ranking. A fee was paid to hold out in marketing materials.

Forbes Top Women Wealth Advisors Best-In-State (2025), created by SHOOK Research. Presented in February 2025 based on data gathered from 09/30/2023 to 09/30/2024. No fee was paid to be included in the ranking or to hold out in marketing materials.

Barron's Top 1,200 Financial Advisors (2009-2016 and 2021-2025), created by Barron's. Most recently presented in March 2025 based on data provided as of September 2024. No fee was paid to be included in the ranking. A fee was paid to hold out in marketing materials.

AdvisorHub 200 Advisors to Watch (Over $1B) (2025), created by AdvisorHub. Presented in June 2025 based on data gathered from 01/2024 to 12/2024. No fee was paid to be included in the ranking or to hold out in marketing materials.

AdvisorHub 100 Women Advisors to Watch (2024-2025), created by AdvisorHub. Most recently presented in June 2025 based on data gathered from 01/2024 to 12/2024. No fee was paid to be included in the ranking or to hold out in marketing materials.

Forbes Top Next-Gen Wealth Advisors Best-In-State (2024), created by SHOOK Research. Presented in August 2024 based on data provided as of gathered from 03/30/2023 to 03/30/2024. No fee was paid to be included in the ranking or to hold out in marketing materials.

Forbes America's Top RIA Firms (2023-2024), created by SHOOK Research. Most recently presented in October 2024 based on data gathered from 03/31/2023 to 03/31/2024. No fee was paid to be included in the ranking or to hold out in marketing materials.

AdvisorHub 150 Advisors to Watch (Over $1B) (2024), created by AdvisorHub. Presented in June 2024 based on data gathered from 01/2023 to 12/2023. No fee was paid to be included in the ranking or to hold out in marketing materials.

AdvisorHub 100 Advisors to Watch (Over $1B) (2023), created by AdvisorHub. Presented in June 2023 based on data gathered from 01/2022 to 12/2022. No fee was paid to be included in the ranking or to hold out in marketing materials.

AdvisorHub 50 Advisors to Watch (Over $1B) (2022), created by AdvisorHub. Presented in September 2022 based on data gathered from 01/2021 to 12/2021. No fee was paid to be included in the ranking or to hold out in marketing materials.

Expertise.com Best Financial Advisors in Indianapolis (2022-2025), created by Expertise.com. Most recently presented in January 2025 based on data gathered as of August 2024. No fee was paid to be included in the ranking or to hold out in marketing materials. Additional fee was paid for advertising.

Five Star Professional Five Star Wealth Manager Award (2012-2016 and 2018-2024), created by Five Star Professional. Most recently presented in September 2024 based on data gathered from 11/2023 to 05/2024. No fee was paid to be included in the ranking or to hold out in marketing materials.

Recent media coverage.

Our recent press includes podcasts, awards, online articles, and more.

Tammy Williams Named President of Cooke Financial Group
Tammy Williams Named Cooke Financial Group President

2025


Read the Article

Chris Cooke and Brian Cooke Names Indiana Best-in-State Advisors by Forbes | SHOOK Research
Chris and Brian Named to Barron's Top 1200 Advisors List

2025


Read the Article

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Brian Cooke on Main Stage at Forbes | SHOOK Summit

2025


Watch the Video

Connect with Cooke Financial Group.

Reach out to our award winning team and let us know how we can help. We'd love to have the opportunity to serve you. We look forward to hearing from you.

Office Hours:

Monday - Friday 8:00 AM - 5:00 PM EST

     9340 Priority Way West Drive Indianapolis, IN 46240
     (317) 814-7800
     contactcooke@cookefg.com

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