Helping clients achieve financial peace of mind since 1969.

 

  • 2024 Forbes Top 250 Wealth Advisors in America
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  • 2024 Forbes #1 & #2 Best-in-State Wealth Advisors
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  • 2024 Barron's Top 1,200 U.S. Financial Advisors
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  • 2023 AdvisorHub 100 Advisor's to Watch (Over $1B)
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As featured in leading financial publications:
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Navigate any market with expert advisors on your team.

We're relentless in our focus on one thing: providing financial security. Our experts create a custom long-term strategy to enhance and preserve your lifestyle.


Knowledge

195+ years

of industry experience


Assets Managed

$2B+

in assets under management

* as of 5/31/2024


Impact

34 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 Top 250 Wealth Advisors in America

2024, 2023, 2022, 2021, 2020, 2019, 2018

Forbes #1 and #2 Best-In-State Wealth Advisors in Indiana

2024, 2023, 2022, 2021, 2020, 2019, 2018

Barron's Top 1,200 U.S. Financial Advisors

2024, 2023, 2022, 2021, 2016, 2015, 2014, 2013, 2012, 2011, 2010, 2009

AdvisorHub 100 Advisors to Watch (Over $1B) 

2023

AdvisorHub 50 Advisors to Watch (Over $1B) 

2022

Expertise.com Best Financial Advisors in Indianapolis 

2024, 2023, 2022

Five Star Wealth Manager Award

2023, 2022, 2021, 2020, 2019, 2018, 2016, 2015, 2014, 2013, 2012

Financial Times Top 400 Financial Advisers

2020, 2019, 2018, 2016, 2015, 2014, 2013

Results not guaranteed. Individual experience may vary. Click for full award disclosures.

Forbes Top 250 Wealth Advisors (2018 - 2024), created by SHOOK Research. Most recently presented in April 2024 based on data provided as of June 2023. No fee was paid to be included in the ranking.

Forbes Best-in-State Wealth Advisors (2018-2024), created by SHOOK Research. Most recently presented in April 2024 based on data provided as of June 2023. No fee was paid to be included in the ranking.

Barron's Top 1,200 U.S Financial Advisors (2009-2016 & 2021-2024), created by Barron's. Most recently presented in March 2024 based on data provided as of September 2023. No fee was paid to be included in the ranking.

AdvisorHub 100 Advisors to Watch (Over $1B) (2023), created by AdvisorHub. Presented in June 2023 based on data gathered from January 2022 – December 2022. No fee was paid to be included in the ranking.

AdvisorHub 50 Advisors to Watch (Over $1B) (2022), created by AdvisorHub. Presented in September 2022 based on data based on data gathered from January 2021 – December 2021. No fee was paid to be included in the ranking.

Expertise.com Best Financial Advisors in Indianapolis (2022 - 2024), created by Expertise.com. Most recently presented in January 2024 based on data gathered as of August 2023. No fee was paid to be included in the ranking. Additional fee was paid for advertising.

Five Star Professional Five Star Wealth Manager Award (2012-2016 & 2018-2023), created by Five Star Professional. Most recently presented in September 2023 based on data gathered from November 2022 to May 2023. No fee was paid to be included in the ranking.

Financial Times Top 400 Financial Advisers (2013-2016 & 2018-2020), created by Ignite Research. Most recently presented in April 2020 based on data gathered as of June 2019. No fee was paid to be included in the ranking.

Recent media coverage.

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

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Brian and Chris Cooke on What Matters Podcast

2024


Listen to the Podcast

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Chris and Brian Cooke Named Best-in-State Advisors

2024


Read the Article

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Tammy Williams Inducted into Missouri Sports Hall of Fame

2024


Read the Article

Connect with the 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 8:30 AM - 5:00 PM EST

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

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