# Cooper/Haims Advisors

Cooper/Haims Advisors is a Bank / Wealth / Trust based in Victor, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Victor, United States
- **Region:** North America
- **Address:** Victor, NY, United States
- **Founded:** 2002
- **Assets under management:** $400M–$500M (Altss estimate)
- **Website:** cooperhaims.com

## Regulatory record

- **CRD number:** 124122
- **SEC file number:** 801-61599
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/124122

## About

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 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.

## Sectors

- Wealth Management
- Financial Planning
- Tax Planning

## 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.

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Last updated: 2026-08-11T02:43:31.692Z

Canonical page: https://altss.com/profile/cooperhaims-advisors

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology