1 Followers on Owler
OverviewCompetitorsNews & Insights

Cooper/Haims Competitors or Alternatives

Cooper/Haims's top competitors include Perennial Pension and Wealth, EP Wealth and Mercer Advisors.

Unlock 25 more competitors →

RANK

COMPANY

CEO

CEO RATING

EMPLOYEES

FUNDING

REVENUE

  • FUNDING

    REVENUE

  • EMPLOYEES

    FUNDING

  • REVENUE

  • CEO RATING

  • EMPLOYEES

  • FUNDING

  • REVENUE

Cooper/Haims's company profile

Richard T. Bentley

Managing Partner

90/100
25 - 100
$0
$5M - 25M
  • $0
    $5M - 25M
  • 25 - 100
    $0
  • $5M - 25M
  • 90/100
  • 25 - 100
  • $0
  • $5M - 25M
View ProfileView
1
Cooper/Haims's Competitor - Perennial Pension and Wealth logo

Bob Krieger

Founder & CEO

90/100
1 - 25
- -
$5M - 25M
  • - -
    $5M - 25M
  • 1 - 25
    - -
  • $5M - 25M
  • 90/100
  • 1 - 25
  • - -
  • $5M - 25M
View ProfileView
2
Cooper/Haims's Competitor - EP Wealth logo

Ryan Parker

Chairman & CEO

89/100
250 - 500
- -
$100M - 500M
  • - -
    $100M - 500M
  • 250 - 500
    - -
  • $100M - 500M
  • 89/100
  • 250 - 500
  • - -
  • $100M - 500M
View ProfileView
3
Cooper/Haims's Competitor - Mercer Advisors logo

Dave Welling

CEO

90/100
1,000 - 5,000
$348.7M
$100M - 500M
  • $348.7M
    $100M - 500M
  • 1,000 - 5,000
    $348.7M
  • $100M - 500M
  • 90/100
  • 1,000 - 5,000
  • $348.7M
  • $100M - 500M
View ProfileView
4
Cooper/Haims's Competitor - SageView logo

John Longley

CEO

84/100
250 - 500
- -
$25M - 100M
  • - -
    $25M - 100M
  • 250 - 500
    - -
  • $25M - 100M
  • 84/100
  • 250 - 500
  • - -
  • $25M - 100M
View ProfileView
5
Cooper/Haims's Competitor - Wealth Enhancement logo

Jeffrey Dekko

CEO

90/100
500 - 1,000
- -
$500M - 1B
  • - -
    $500M - 1B
  • 500 - 1,000
    - -
  • $500M - 1B
  • 90/100
  • 500 - 1,000
  • - -
  • $500M - 1B
View ProfileView
Cooper/Haims' top 28 competitors are Perennial Pension and Wealth, EP Wealth, Mercer Advisors, BGWA, SageView, Wealth Enhancement, Creative Planning, Pacific Wealth Management, FAI, Savant, HCR Wealth Advisors, EFE, Segall Bryant Hamill LLC, Dechtman Wealth Management, Ed Rempel & Associates, Dodds Wealth, Channel Islands Group, Elk River Wealth Management, Aegis Financial, Millennium Advisory Services, The Pinnacle Group, Stonegate, Altus Wealth Solutions, Clearstead, Jmb Financial Managers, Abacus, JMB Financial Managers and Integra Capital. Together they have raised over 1.1B between their estimated 9.4K employees. Cooper/Haims's revenue is the ranked 15th among it's top 10 competitors. The top 10 competitors average 94.2M. Cooper/Haims has 40 employees and is ranked 16th among it's top 10 competitors. The top 10 competitors average 363.

Cooper/Haims VS EP Wealth

EP Wealth has been one of Cooper/Haims's top competitors. EP Wealth is headquartered in Torrance, California, and was founded in 1999. EP Wealth is in the Asset & Investment Management field. EP Wealth generates 1,374% the revenue of Cooper/Haims.

Cooper/Haims VS Mercer Advisors

Mercer Advisors is perceived as one of Cooper/Haims's biggest rivals. Mercer Advisors was founded in 1985 in Denver, Colorado. Mercer Advisors competes in the Asset & Investment Management field. Mercer Advisors generates $326.2M more revenue than Cooper/Haims.

Looking for similar companies to Cooper/Haims?

Similar Companies

Banking, Financial Services and Insurance companies in Victor

See 13 companies 
Diversified Investment Services companies in New York

See 277 companies 
Companies in Victor with revenue in $5.0-25M range

See 336 companies 
Companies in Victor with employees in 25-100 range

See 385 companies 
Banking, Financial Services and Insurance companies in Rochester Metropolitan Area

See 521 companies 
Diversified Investment Services companies with revenue in $5.0-25M range

See 1,018 companies 
Diversified Investment Services companies with employees in 25-100 range

See 1,026 companies 
Diversified Investment Services companies in USA

See 1,659 companies 
Diversified Investment Services companies in North America

See 1,732 companies 

Advanced Search

PRO

Discover new companies using five search parameters, including sector, location, public/private company status, employee count, and annual revenue.

Discover new companies using five search parameters.

Trending News for Cooper/Haims and Cooper/Haims's Competitors

October 14, 2026Pulse2.0
Savant Wealth Management has launched Wife2CFO, an online educational program designed to help women better understand and manage the financial decisio...

Frequently Asked Questions about Cooper/Haims

  1. Who are Cooper/Haims's top competitors?

    Cooper/Haims's top 3 competitors are Perennial Pension and Wealth, EP Wealth, Mercer Advisors.

  2. Who is similar to Cooper/Haims?

    Perennial Pension and Wealth is the most similar to Cooper/Haims. EP Wealth and Mercer Advisors are also similar to Cooper/Haims.

  1. Are Cooper/Haims and Perennial Pension and Wealth competitors?

    Yes, Perennial Pension and Wealth is one of Cooper/Haims’s top competitors.