Insights

Niche Market Focus As a boutique financial advisory with a dedicated team of 11 to 50 employees, Cooper/Haims Advisors emphasizes personalized, independent financial guidance, presenting an opportunity to target high-net-worth individuals and smaller clients seeking customized wealth management solutions.

Technology Utilization The company's adoption of advanced tech tools like Amazon Web Services, Google Analytics, and Node.js indicates an openness to digital transformation, making them receptive to innovative fintech solutions and advanced customer engagement platforms.

Competitive Landscape Positioned among industry giants with revenue estimates between 10 to 25 million dollars, Cooper/Haims can leverage its personalized service approach to differentiate itself from larger competitors focused on mass-market strategies, appealing to clients seeking trust and tailored advice.

Regulatory & Ethical Commitment As a fee-based registered investment advisor with a transparent, non-proprietary product approach, Cooper/Haims emphasizes client-first ethics, making them a strong partner for solutions that enhance compliance, transparency, and fiduciary standards.

Growth Opportunities The company's longstanding market presence since 1981 coupled with a growing reputation for independent advice suggests potential for expanding marketing efforts to attract advisors and clients interested in ethical, personalized financial planning services.

Cooper/Haims Advisors, an ESL Company Tech Stack

Cooper/Haims Advisors, an ESL Company uses 8 technology products and services including Amazon Web Services, Google Hosted Libraries, Open Graph, and more. Explore Cooper/Haims Advisors, an ESL Company's tech stack below.

  • Amazon Web Services
    Cloud Hosting
  • Google Hosted Libraries
    Content Delivery Network
  • Open Graph
    Content Management System
  • jQuery
    Javascript Libraries
  • Node.js
    Programming Languages
  • Google Tag Manager
    Tag Management
  • YouTube
    Video Players
  • Google Analytics
    Web Analytics

Media & News

Cooper/Haims Advisors, an ESL Company's Email Address Formats

Cooper/Haims Advisors, an ESL Company uses at least 1 format(s):
Cooper/Haims Advisors, an ESL Company Email FormatsExamplePercentage
FLast@cooperhaims.comJDoe@cooperhaims.com
50%
FLast@cooperhaims.comJDoe@cooperhaims.com
50%

Frequently Asked Questions

Where is Cooper/Haims Advisors, an ESL Company's headquarters located?

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Cooper/Haims Advisors, an ESL Company's main headquarters is located at 50 Square Drive Suite 210 Victor, New York 14564 United States. The company has employees across 1 continents, including North America.

What is Cooper/Haims Advisors, an ESL Company's official website and social media links?

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Cooper/Haims Advisors, an ESL Company's official website is cooperhaims.com and has social profiles on LinkedIn.

What is Cooper/Haims Advisors, an ESL Company's NAICS code?

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Cooper/Haims Advisors, an ESL Company's NAICS code is 52 - Finance and Insurance.

How many employees does Cooper/Haims Advisors, an ESL Company have currently?

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As of March 2026, Cooper/Haims Advisors, an ESL Company has approximately 20 employees across 1 continents, including North America. Key team members include Chief Investment Officer: M. K.Chief Compliance Officer: J. D.Chief Compliance Officer: J. D.. Explore Cooper/Haims Advisors, an ESL Company's employee directory with LeadIQ.

What industry does Cooper/Haims Advisors, an ESL Company belong to?

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Cooper/Haims Advisors, an ESL Company operates in the Financial Services industry.

What technology does Cooper/Haims Advisors, an ESL Company use?

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Cooper/Haims Advisors, an ESL Company's tech stack includes Amazon Web ServicesGoogle Hosted LibrariesOpen GraphjQueryNode.jsGoogle Tag ManagerYouTubeGoogle Analytics.

What is Cooper/Haims Advisors, an ESL Company's email format?

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Cooper/Haims Advisors, an ESL Company's email format typically follows the pattern of FLast@cooperhaims.com. Find more Cooper/Haims Advisors, an ESL Company email formats with LeadIQ.

When was Cooper/Haims Advisors, an ESL Company founded?

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Cooper/Haims Advisors, an ESL Company was founded in 1981.

Cooper/Haims Advisors, an ESL Company

Financial ServicesNew York, United States11-50 Employees

Since 1981, Cooper/Haims has been committed to keeping our clients focused on their future. You deserve customized, independent financial advice that’s motivated by your needs.

At Cooper/Haims, we share that view. It’s an approach that mirrors our philosophy and shapes every decision we make. That’s why we choose to do business as a fee-based advisor, and have been doing business this way since well before fee-based asset and client management became the preferred method of wealth management.

As a Registered Investment Advisor, we are honor-bound and legally required to put your interests first. No proprietary products. No hidden agenda. Just independent, personalized, experienced and professional advice.

Section iconCompany Overview

Headquarters
50 Square Drive Suite 210 Victor, New York 14564 United States
NAICS Code
52 - Finance and Insurance
Founded
1981
Employees
11-50

Section iconMedia & News

Section iconFunding & Financials

  • $10M$25M

    Cooper/Haims Advisors, an ESL Company's revenue is estimated to be in the range of $10M$25M

Section iconFunding & Financials

  • $10M$25M

    Cooper/Haims Advisors, an ESL Company's revenue is estimated to be in the range of $10M$25M

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