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Cooper/Haims Advisors
Founded in 2002 and headquartered in Victor, New York, Cooper/Haims Advisors earned its registration as an investment advisor at a time when independent...
Cooper/Haims Advisors
Founded in 2002 and headquartered in Victor, New York, Cooper/Haims Advisors earned its registration as an investment advisor at a time when independent RIAs were just beginning to consolidate market share from wirehouse brokers. The firm's long tenure in the Rochester suburbs suggests a book of business rooted in steady local relationships — corporate executives, business owners, and multi-generational families accumulating assets outside of Manhattan's orbit. The firm pairs portfolio management with in-house tax consultation, a structure that lets it flag planning issues without outsourcing to a separate CPA practice. Its documented approach emphasizes translating complex financial data into sequenced, digestible recommendations — a posture closer to a personal CFO than a pure asset gatherer. While the firm does not publish a breakdown of its $446 million Altss estimate, the regional context implies a balance of managed equity and fixed-income portfolios supplemented by tax-aware withdrawal and estate-planning workflows. Geographic coverage concentrates on the Finger Lakes and Western New York region. Altss estimates total regulatory assets under management at roughly $446 million, a figure that, if verified, would slot Cooper/Haims into the middle tier of independent Upstate New York RIAs. The firm's traces in public records remain light: no reported acquisitions, no adjacent real-asset arms, and no philanthropic foundations surfaced. The absence of a LinkedIn presence for the entity itself further confirms its preference for direct, referral-based growth over digital marketing — a pattern common among advice-driven practices of this vintage and size. Structurally, Cooper/Haims's differentiator lives in its dual tax-and-investment license rather than in exotic alternative access. By holding both capabilities internally, the firm reduces the coordination cost that clients otherwise pay when a wealth manager and an outside accountant operate from separate calendars and incentive structures. That integrated posture — common now but rarer in 2002 — remains the practice's quiet technical advantage.
General information
Firm type
Bank / Wealth / Trust
Year founded
2002
AUM
$400M–$500M (Altss estimate)
Location
Region
North America
Country
United States
City
Victor
Corporate office
Victor, NY, United States
Sector focus
Frequently asked questions
How does Cooper/Haims Advisors combine investment management with tax advice?
Cooper/Haims structures its service around an integrated model in which portfolio design and tax consultation happen under one roof. Clients receive financial recommendations that account for the tax implications of trading, withdrawal sequencing, and estate transfers without the need to coordinate between separate advisory and CPA firms. This internal handoff — a deliberate architecture chosen at the firm's 2002 founding — remains its central operational claim, per its own website.
What is the estimated scale of Cooper/Haims Advisors' practice?
Altss estimates regulatory assets under management at roughly $446 million, placing Cooper/Haims in the middle tier of independent registered investment advisors in Upstate New York. The firm does not publicly disclose its AUM, nor does it report client counts. The estimate reflects a practice large enough to support a full-time professional staff yet small enough that client relationships remain concentrated among the founding team.
Does Cooper/Haims Advisors operate as a fiduciary?
As an SEC- or state-registered investment advisor since 2002, Cooper/Haims has been subject to the fiduciary standard requiring it to act in its clients' best interests on an ongoing basis. Its ADV filings and website language emphasize advisory services tailored to individual circumstances rather than commission-driven product sales. The firm's written materials position it as a planning-led RIA, which under current regulations binds it to a duty of care and loyalty.
What investment vehicles does the firm use?
Public documentation does not specify whether Cooper/Haims constructs its own model portfolios, uses third-party separately managed accounts, or blends mutual funds and ETFs. Typical RIA practices at this scale in Western New York often rely on diversified, cost-aware public-market allocations, though any use of alternative investments or private funds would need to be confirmed directly. The firm's site indicates a planning-first philosophy rather than a push toward any particular product structure.
Who founded Cooper/Haims Advisors, and who leads it today?
Current public sources do not name the firm's founders or current managing principals. The entity was registered in 2002 and has operated continuously from Victor, New York, but organizational records available to Altss do not surface individual leadership. Direct inquiry with the firm would be necessary to confirm the individuals directing investment and planning decisions.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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