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COOPER/HAIMS ADVISORS, LLC

VICTOR, NY · CRD 124122 · IAPD ↗ · esl.org · 585-248-6400

$1.18BRegulatory AUM
13Advisory reps
19Employees
18Clients
More than 500Planning clients
0Private funds
12States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

85
April 2026 — COOPER/HAIMS ADVISORS, LLC crossed $1B in regulatory AUM ($939.2M -> $1.15B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
61
April 2025 — COOPER/HAIMS ADVISORS, LLC reports More than 500 financial-planning clients, up from 251-500.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
71
April 2025 — COOPER/HAIMS ADVISORS, LLC grew from 9 to 12 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
45
January 2025 — COOPER/HAIMS ADVISORS, LLC notice-filed in MD.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.