CIBC Private Wealth Advisors, Inc.

RIASEC RegisteredEst. 2000

Total AUM

$67.8B

Discretionary

$64.4B

95% of AUM

Avg account

$2.3M

Accounts

29,019

Employees

610

Advisory reps

183

Firm details

Headquarters: CHICAGO, Illinois
CRD number: 109644
Registered since: October 27, 2000
Website: private-wealth.us.cibc.com
Custodians: CHARLES SCHWAB & CO., INC., CIBC WORLD MARKETS CORP., FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI51.24%
Corporations / Businesses26.43%
Individuals14.35%
Investment Companies3.03%
Charitable Organizations2.75%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

CIBC Private Wealth Advisors, Inc. is an independent registered investment adviser organized as a corporation and SEC‑registered since 2000. The firm acts as a capital allocator for both individual/family and institutional clients, charging a mix of percentage‑of‑AUM and fixed fees. Its advisory scope includes financial planning and portfolio management across individuals, small businesses, pooled vehicles, investment companies and institutional clients, and it also serves as a selector of third‑party managers. The firm identifies as an active ESG investor and maintains a range of industry roles and affiliations beyond pure advisory work — including broker‑dealer relationships, banking or trust activities, sponsor/GP or managing‑member roles in pooled vehicles, and participation in futures/commodity and swap markets through related registrations. CIBC Private Wealth Advisors has been recognized in industry rankings: Financial Times Top 300 (2020), FA Magazine Top RIA Firms (2020), and Barron’s Top 100 RIA Firms for 2021 through 2025.