AWARDS AND RECOGNITION

See how our work has been recognized.

Explore the awards and recognitions our team has earned throughout our firm’s history.

Wealth management team members accepting an award on stage
Forbes 2026 America's Top 250 Wealth Advisors logo

Forbes America's Top 250 Wealth Advisors

Recognized Advisors:

  • Chris Cooke (2018-2026)
  • Brian Cooke (2018-2026)

Recognizes outstanding wealth advisors across the country based on quantitative and qualitative criteria.


Forbes 2026 Best-In-State Wealth Advisors logo

Forbes Best-In-State Wealth Advisors

Recognized Advisors:

  • Chris Cooke (2018-2026)
  • Brian Cooke (2018-2026)
  • Tammy Williams (2025-2026)

Recognizes top wealth advisors within each state for their professional achievements and client service.


Barron's 2026 Top 1500 Financial Advisors logo

Barron’s Top 1500 Financial Advisors

Recognized Advisors:

  • Chris Cooke (2010-2016, 2021-2026)
  • Brian Cooke (2010-2016, 2021-2026)
  • John D. Cooke (2009)

Recognizes leading financial advisors across the United States based on business practices, assets, and professional credentials.

Previously published as Barron’s Top 1200 Financial Advisors prior to 2026.


Forbes 2026 Best-In-State Top Women Wealth Advisors logo

Forbes Top Women Wealth Advisors Best-In-State

Recognized Advisors:

  • Tammy Williams (2025-2026)

Recognizes accomplished women wealth advisors for their professional achievements and service to clients within their state.


AdvisorHub 2026 200 Women Advisors to Watch logo

AdvisorHub 200 Women Advisors to Watch

Recognized Advisors:

  • Tammy Williams (2024-2026)

Recognizes women advisors making a meaningful impact through business growth, leadership, and client service.

Previously published as AdvisorHub 100 Women Advisors to Watch prior to 2026.


AdvisorHub 2026 250 Advisors to Watch Over 1 Billion logo

AdvisorHub 250 Advisors to Watch (Over $1B)

Recognized Advisors:

  • Chris Cooke (2024-2026)
  • Brian Cooke (2022, 2025-2026)
  • Tammy Williams (2023)

Recognizes high-performing advisors managing more than $1 billion in client assets who demonstrate business growth and leadership.

Previously published as AdvisorHub 50 Advisors to Watch (Over $1B), AdvisorHub 100 Advisors to Watch (Over $1B), AdvisorHub 150 Advisors to Watch (Over $1B), and AdvisorHub 200 Advisors to Watch (Over $1B) prior to 2026.


Forbes SHOOK logo

Forbes Top Next-Gen Wealth Advisors Best-In-State

Recognized Advisors:

  • Tammy Williams (2024-2025)

Recognizes outstanding next-generation wealth advisors making an impact within their state.


Forbes SHOOK logo

Forbes America’s Top RIA Firms

Recognized Firm:

  • Cooke Financial Group (2023-2025)

Recognizes registered investment advisory firms for their scale, growth, and commitment to serving clients.


Expertise.com 2026 Best Financial Advisors in Indianapolis logo

Expertise.com Best Financial Advisors in Indianapolis

Recognized Firm:

  • Cooke Financial Group (2022-2026)

Recognizes financial advisory firms in Indianapolis based on reputation, professionalism, and client service.


Expertise.com 2026 Best Financial Advisors in Carmel logo

Expertise.com Best Financial Advisors in Carmel

Recognized Firm:

  • Cooke Financial Group (2022-2026)

Recognizes financial advisory firms in Carmel based on reputation, professionalism, and client service.


Expertise.com 2026 Best Financial Advisors in Fishers logo

Expertise.com Best Financial Advisors in Fishers

Recognized Firm:

  • Cooke Financial Group (2022-2026)

Recognizes financial advisory firms in Fishers based on reputation, professionalism, and client service.


Five Star Professional Five Star Wealth Manager logo

Five Star Professional Five Star Wealth Manager Award

Recognized Advisors:

  • Chris Cooke (2012-2016, 2018-2025)
  • Brian Cooke (2012-2016, 2018-2025)
  • Lisa Grimes (2012-2016, 2018-2025)
  • Kevin McCurdy (2012-2016, 2018-2025)
  • Tammy Williams (2022-2025)

Recognizes wealth managers based on professional accomplishments and favorable evaluations from industry peers.


Indianapolis Business Journal 2026 Forty Under 40 logo

Indianapolis Business Journal Forty Under 40

Recognized Advisors:

  • Brian Cooke (2006)
  • Tammy Williams (2026)

Recognizes emerging leaders under age 40 for their professional accomplishments and community involvement.


Barron's America's Top 100 Brokers logo

Barron’s America’s Top 100 Brokers

Recognized Advisors:

  • John D. Cooke (2004)

Recognizes outstanding financial professionals for their business practices, client service, and industry leadership.


Research magazine logo

Research Magazine #1 Family Team in America

Recognized Firm:

  • Cooke Financial Group (2005)

Recognizes the nation’s top family advisory team based on the publication’s annual ranking methodology.

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 1500 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.

Chris Cooke and Brian Cooke (2010-2016 and 2021-2025), John D. Cooke (2009): Barron's Top 1200 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.

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.

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.

Chris Cooke and Brian Cooke (2025-2026): AdvisorHub 250 Advisors to Watch (Over $1B), created by AdvisorHub. Presented in June 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.

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.

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.

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.

Cooke Financial Group (2022-2026): Expertise.com Best Financial Advisors in Carmel, 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.

Cooke Financial Group (2022-2026): Expertise.com Best Financial Advisors in Fishers, 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.

John D. Cooke (2004): Barron's America's 100 Top Brokers, created by Barron's. Presented in 2004 based on data provided as of 2004. No fee was paid to be included in the ranking or to hold out in marketing materials.

Cooke Financial Group (2005): Research Magazine #1 Family Team in America, created by Research Magazine. Presented in 2008 based on data provided as of 2008. No fee was paid to be included in the ranking or to hold out in marketing materials.

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