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. operates as an independent registered investment adviser and a corporate entity that has been SEC-registered since 2000. The firm serves both individual and family clients as well as institutional investors, and it functions as a capital allocator that selects third‑party managers in addition to managing portfolios directly. Fee arrangements include asset‑based fees and fixed fees. Core advisory services include financial planning and portfolio management across individuals, small businesses, investment companies, pooled vehicles and institutional clients, plus the selection of other advisers. The firm identifies as an active ESG investor and maintains a range of industry affiliations, including broker‑dealer, trust company, banking/thrift relationships and roles as sponsor or manager of pooled investment vehicles. The firm has been recognized in industry rankings, including repeated Top 100 placements in Barron’s and other lists from 2020–2025.