Cooper/Haims Advisors

Name

Cooper/Haims Advisors

Legal name

Cooper/Haims Advisors, LLC

Website

https://cooperhaims.com

Company type

Private

Founded year

1981

Operating status

Operating

Headcount range

11–50 employees

Ownership category

akta.pro rank

Headquarters

HQ city

Victor

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Fee-Based Wealth Management Services: Cooper/Haims operates as a fee-based Registered Investment Advisor, charging fees for comprehensive financial planning and investment advisory services. The firm is legally required to put client interests first with no proprietary products or hidden agenda, emphasizing transparent, independent advice.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels5 records

Core offering

Cooper/Haims Advisors is a fee-based Registered Investment Advisor providing comprehensive wealth management and tax consultation services. The firm integrates investment advisory, tax planning and compliance, estate planning, retirement planning, education planning, insurance planning, and employee benefits analysis into a holistic financial planning offering for individuals, families, and corporate retirement plan clients.

Product overview

Cooper/Haims Advisors is a fee-based Registered Investment Advisor providing comprehensive wealth management and tax consultation services to individuals and employers since 1981. The firm operates as a unified holistic financial planning service integrating eight core service modules: Investment Advisory, Tax Planning & Compliance, Employee Benefits Analysis, Estate Planning, Retirement Planning, College/Education Planning, Insurance Planning, and Retirement Plan Services. The firm is part of the ESL Group of wealth management companies and distinguishes itself through the unique integration of tax preparation and planning expertise with personalized, independent financial advice without proprietary products.

Differentiator

Problem solved

Functional benefit

Products and services

• Investment Advisory Services

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration4 records

Feature1 record

Partnerships

One partnership is on record.

• ESL Group of Wealth Management CompaniescoreStrategic or Co-development PartnerCooper/Haims Advisors is part of the ESL group of wealth management companies, an affiliation that enables the firm to serve alongside an organization dedicated to customer service and a rich tradition of investing in the community. This partnership provides operational support and access to the broader ESL ecosystem.

Scale indicators2 records

Recent moves5 records

Expansion highlights3 records

Direct peers

• Aspiriant: Fee-only RIA serving HNW clients with tax-integrated financial planning and investment management. Closely comparable in service breadth, fee-only fiduciary model, and HNW target market.
• Savant Wealth Management: Mid-market RIA providing integrated tax, investment, and financial planning to HNW individuals. Closely comparable size, holistic offering, and CPA-integrated model, though with a broader Midwestern footprint.
• Capstone Financial Advisors: Fee-only RIA offering comprehensive financial planning and tax-aware investment management. Directly comparable service model and client segment, similar team-based structure with credentialed professionals.

Broad incumbents

• Bessemer Trust: Private wealth management firm offering investment, tax, and estate planning to ultra-HNW families. Comparable holistic multi-generational wealth management focus, but serves a significantly higher net-worth tier.
• Carson Group: RIA platform serving individual and corporate retirement plan clients with holistic financial planning. Similar comprehensive services including retirement plan services for employers; larger and more nationally distributed than Cooper/Haims.
• Northwestern Mutual Wealth Management: Large incumbent offering integrated investment, retirement, tax, and estate planning. Comparable in service breadth and holistic client approach, though operates nationally with proprietary products alongside fee-based services.
• Mercer Advisors: National RIA providing comprehensive wealth management, tax planning, and estate services. Comparable holistic offering and HNW focus, but at significantly greater scale and national reach.
• Hightower Advisors: Large RIA partnership platform serving HNW individuals and families with comprehensive wealth, tax, and estate planning. Directly comparable to Cooper/Haims in holistic service model and HNW client focus, but operates at national scale through partner firms.
• Edelman Financial Engines: Large national RIA combining traditional advisors with digital tools for comprehensive wealth planning. Comparable in serving individuals across wealth tiers with integrated planning, though with much broader reach.
• Creative Planning: National RIA offering unified wealth management, tax, and estate services to HNW clients. Comparable in integrating financial planning with tax preparation under one roof, though with substantially larger AUM and broader geographic footprint.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks5 records

Key highlights7 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Profiles16 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Cooper/Haims Advisors