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

182

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 SEC-registered wealth manager that operates as a non-independent retail RIA and a capital allocator. Founded in 2000, the firm provides fee-based portfolio management and financial planning to individuals, families and institutional clients. Its advisory capabilities span bespoke portfolio management for individuals and small businesses, management of pooled investment vehicles and investment companies, and the selection of outside managers. The firm is active on ESG considerations and maintains connections across the financial services complex, including broker-dealer, trust, banking and sponsor/GP roles. The firm charges both percentage-of-AUM and fixed fees and sits within a broader corporate structure that supports multi-product solutions — from separately managed accounts to pooled vehicles — and the use of third-party managers when appropriate. CIBC Private Wealth Advisors has been recognized in industry rankings, appearing on lists such as the Financial Times Top 300 (2020) and Barron’s Top 100 RIA Firms for multiple consecutive years (2021–2025).