A complete list of active advisors currently associated with Cook & Associates

Warmer can help you find a great advisor at Cook & Associates or one who fits your needs even better.

Cook & Associates is a state‑registered investment adviser that provides investment supervisory services, individual portfolio management, and manager‑selection programs for individual and high‑net‑worth clients. The firm's brochure reports about $66.5 million in discretionary assets under management and notes that clients receive periodic account reports summarizing performance, balances and holdings. The adviser develops a client‑specific Personal Investment Policy Statement through discussions of goals, time horizon, risk tolerance and liquidity needs, and implements portfolios using fundamental analysis, asset allocation and mutual fund/ETF evaluation with a tilt toward long‑term purchases. It offers both discretionary and non‑discretionary arrangements, conducts manager searches when appropriate, and reviews accounts and selected managers at least quarterly. The brochure discloses a dual registration relationship with LPL Financial (through registered‑representative activities) and describes custody and platform recommendations tied to LPL, along with non‑cash support and potential incentive arrangements the firm says it attempts to manage through disclosure and monitoring. The firm also includes variable life and annuity products among recommended investments and indicates relationships with charitable organizations—features that are less common among independently operated, single‑advisor firms.

To learn more about the advisors currently working at Cook & Associates, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.