Cooper/Haims Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Victor, NY. Its latest Form ADV filing, dated April 6, 2026, reports $1.2B in regulatory assets under management, 19 employees, and 1,640 accounts.
Assets Under Management
$1.2B
Employees
19
Offices
--
Total Clients
526
Primary office
VICTOR, NY
50 SQUARE DRIVE, SUITE 210, VICTOR, NY, United States
Top client segmentHNWI represent 55.5% of total clients.
Top client categories% of clientsClients
1
HNWI
55.5%
292
2
Individuals
43.0%
226
3
Charitable
0.8%
4
4
Corporations
0.8%
4
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.2Bas of April 6, 2026
Discretionary100.0%
$1.2B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$1.2B
Total Accounts1,640
10Y AUM Change+$705M (+157.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees19
Clients per Employee28:1
10Y Employee Change+9 (+90.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.