Plan for what matters.

Since 1969, we’ve helped clients build plans around the people, priorities, and goals that matter most.

$2B+

Assets Under Management

750+

Households Served

200+ Years

Combined Industry Experience

* All info above as of 04/30/2026.

Composite image featuring members of the Cooke Financial Group team

Specialized expertise across our team.

As fiduciary wealth advisors, we provide guidance designed to align with our clients’ best interests.

CFP®

CIMA®

BFA™

We work with clients managing complex financial needs.

We focus on long-term decisions that require judgment, discipline, and clarity.

Retired couple on beach

Private Wealth

Guidance for individuals, families, and business owners with personal wealth.

Institutional building

Institutional

Guidance for organizations overseeing long-term capital and fiduciary responsibility.

Trusted by professionals from leading organizations.

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Locally rooted. Nationally recognized.

Headquartered in Indianapolis, Indiana, our team is recognized through national and regional industry awards.

Forbes America's Top 250 Wealth Advisors

2026-2018

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

2026-2018

Barron's Top 1,500 Financial Advisors

2026

AdvisorHub 200 Women Advisors to Watch

2026

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

2026-2025

Barron's Top 1,200 Financial Advisors

2025-2021, 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 

2026-2022

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

2025-2024

AdvisorHub 150 Advisors to Watch (Over $1B)

2024

Five Star Professional Five Star Wealth Manager Award

2025-2018, 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.

Chris Cooke and Brian Cooke (2018-2026): Forbes America's Top 250 Wealth Advisors, created by SHOOK Research. Most recently presented in April 2026 based on data gathered from 06/30/2024 to 06/30/2025. No fee was paid to be included in the ranking. A fee was paid to hold out in marketing materials.

Chris Cooke and Brian Cooke (2018-2026), Tammy Williams (2025-2026): Forbes Best-In-State Wealth Advisors, created by SHOOK Research. Most recently presented in April 2026 based on data gathered from 06/30/2024 to 06/30/2025. No fee was paid to be included in the ranking. A fee was paid to hold out in marketing materials.

Chris Cooke and Brian Cooke (2026): Barron's Top 1,500 Financial Advisors, created by Barron's. Presented in March 2026 based on data provided as of 09/2025. No fee was paid to be included in the ranking. A fee was paid to hold out in marketing materials.

Tammy Williams (2025-2026): Forbes Top Women Wealth Advisors Best-In-State, created by SHOOK Research. Most recently presented in February 2026 based on data gathered from 09/30/2024 to 09/30/2025. No fee was paid to be included in the ranking or to hold out in marketing materials.

Chris Cooke and Brian Cooke (2009-2016 and 2021-2025): Barron's Top 1,200 Financial Advisors, created by Barron's. Most recently presented in March 2025 based on data provided as of 09/2024. No fee was paid to be included in the ranking. A fee was paid to hold out in marketing materials.

Chris Cooke and Brian Cooke (2025): AdvisorHub 200 Advisors to Watch (Over $1B), 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.

Tammy Williams (2026): AdvisorHub 200 Women Advisors to Watch (2026), created by AdvisorHub. Presented in April 2026 based on data gathered from 01/2025 to 12/2025. No fee was paid to be included in the ranking or to hold out in marketing materials.

Tammy Williams (2024-2025): 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.

Tammy Williams (2024-2025): Forbes Top Next-Gen Wealth Advisors Best-In-State (2024-2025), created by SHOOK Research. Most recently presented in August 2025 based on data gathered from 03/30/2024 to 03/30/2025. No fee was paid to be included in the ranking or to hold out in marketing materials.

Cooke Financial Group (2023-2025): Forbes America's Top RIA Firms, created by SHOOK Research. Most recently presented in October 2025 based on data gathered from 03/31/2024 to 03/31/2025. No fee was paid to be included in the ranking or to hold out in marketing materials.

Chris Cooke (2024): AdvisorHub 150 Advisors to Watch (Over $1B), 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.

Tammy Williams (2023): AdvisorHub 100 Advisors to Watch (Over $1B), 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.

Brian Cooke (2022): AdvisorHub 50 Advisors to Watch (Over $1B), 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.

Cooke Financial Group (2022-2026): Expertise.com Best Financial Advisors in Indianapolis, created by Expertise.com. Most recently presented in January 2026 based on data gathered as of 08/2025. No fee was paid to be included in the ranking or to hold out in marketing materials. Additional fee was paid for advertising.

Chris Cooke, Brian Cooke, Lisa Grimes, and Kevin McCurdy (2012-2016 and 2018-2025), Tammy Williams (2022-2025): Five Star Professional Five Star Wealth Manager Award, created by Five Star Professional. Most recently presented in September 2025 based on data gathered from 11/2024 to 05/2025. No fee was paid to be included in the ranking or to hold out in marketing materials.

Independent advice. Institutional resources.

As a partner firm of Sanctuary Wealth, we gain access to institutional platforms, research, and support while remaining independent in how we serve clients.

For you, that means:

  • We are not limited by proprietary investment products.

  • We research and access strategies across multiple custodians and platforms.

  • We can bring in outside specialists when a situation requires deeper expertise.

Insights and media appearances.

Three wealth advisors smiling in front of a logo wall

Brian Cooke
Main Stage at Forbes | SHOOK Top Teams Summit

Watch video →

Tammy Williams
Using AI to Recruit Next-Gen Wealth Advisors

Read article →

Chris Cooke
Main Stage at Forbes | SHOOK Top Advisor Summit

Watch video →

What happens in your first conversation.

We start with a conversation about your goals and current financial picture.

What you can expect during your first conversation:

  • We listen to understand what matters most to you.

  • We review your current financial situation.

  • We discuss whether our approach may be a fit for you.

Wealth management team members in conference room

Start a conversation with our team.

No pressure. Just a clear conversation about what matters most to 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