SEC-registered wealth management firm Broker-dealer affiliated
CIBC Private Wealth Advisors, Inc.
As of its Form ADV filed June 22, 2026, CIBC Private Wealth Advisors, Inc., an SEC-registered, broker-dealer affiliated wealth management firm in Chicago, Illinois, reported $67.8 billion in regulatory assets under management across 29,019 accounts, ranking #4 among all wealth firms in Illinois by assets.
Registration
- Registration
- SEC-registered, Approved
- CRD number
- 109644
- SEC file number
- 801-57986
- Registered since
- October 27, 2000
- Latest Form ADV filing
- June 22, 2026
- Organized as
- Corporation
- Fiscal year ends
- December
- Other offices
- 16
Key figures
- Regulatory assets under management
- $67.8 billion
- Discretionary
- $64.4 billion (95.0%)
- Non-discretionary
- $3.4 billion
- Accounts
- 29,019 (28,718 discretionary)
- Clients
- 11,396, approximate as reported
- Employees
- 610
- Advisory staff
- 220 performing investment advisory functions
- Average account
- $2.3 million
- Asset growth, 1 year
- 11.0% (from $61.1 billion a year earlier)
- Asset growth, 3-year annual rate
- 9.9% (from $51.1 billion three years earlier)
- Asset growth, 5-year annual rate
- 8.1% (from $45.9 billion five years earlier)
- Client growth, 1 year
- -17.1% (from 13,745)
Broker-dealer affiliated. The firm is affiliated with a bank (Item 7.A(8)) that is part of a group with a broker-dealer (Item 7.A(1)) or controlled by a public company (Schedule D, Item 10.A). It is ranked among all wealth firms, the directory's view that includes wirehouses and broker-dealer firms, not in the main lists of independent RIAs. How firms are classed.
Growth rates come from the SEC's yearly snapshots and are left blank when the years are not comparable.
Rankings
Among all wealth firms, including wirehouses and broker-dealer firms.
Assets over time
Data table
| As of | RAUM |
|---|---|
| October 1, 2010 | $6.6 billion |
| October 3, 2011 | $6.6 billion |
| October 1, 2012 | $7.3 billion |
| October 1, 2013 | $7.1 billion |
| October 1, 2014 | $8.4 billion |
| October 1, 2015 | $11.0 billion |
| October 3, 2016 | $9.4 billion |
| October 2, 2017 | $17.4 billion |
| October 1, 2018 | $19.5 billion |
| October 1, 2019 | $22.4 billion |
| October 1, 2020 | $27.1 billion |
| October 4, 2021 | $45.9 billion |
| October 3, 2022 | $73.8 billion |
| October 5, 2023 | $51.1 billion |
| October 1, 2024 | $57.3 billion |
| September 2, 2025 | $61.1 billion |
| October 2, 2026 | $67.8 billion |
Clients and services
Client mix
| Measure | Bar | RAUM |
|---|---|---|
| High net worth individuals 2,020 clients | $34.8 billion | |
| Corporations or other businesses 427 clients | $17.9 billion | |
| Individuals (other than high net worth) 6,063 clients | $9.7 billion | |
| Investment companies 6 clients | $2.1 billion | |
| Charitable organizations 402 clients | $1.9 billion | |
| Pension and profit sharing plans 309 clients | $950.3 million | |
| State or municipal government entities 8 clients | $384.3 million | |
| Other 1 client | $153.0 million |
How the firm is paid
- A percentage of assets under management
- Fixed fees
Advisory services
- Financial planning
- Portfolio management for individuals or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Other
Financial planning clients (Item 5.H): 500.
Wrap fee program sponsor or portfolio manager: yes.
Other business, affiliations and custody
Other business activities (Item 6.A)
None reported.
Financial industry affiliations (Item 7.A)
- Broker-dealer
- Other investment adviser
- Swap dealer
- Commodity pool operator or commodity trading advisor
- Futures commission merchant
- Banking or thrift institution
- Trust company
- Sponsor, general partner or managing member of pooled investment vehicles
Custody (Item 9)
The firm reported custody of client cash or securities, $20.3 billion in total.
Investment adviser representatives
- IARs registered with the firm
- 174
- Also registered through a broker-dealer
- 51
- Employees who are IARs (Form ADV 5.B(3))
- 160
Designations held by the firm's IARs: CFA 56, CFP 34, ChFC 1.
Between 82 and 174 of the firm's 174 IARs are registered in jurisdictions that require IAR CE. The source counts registrations by jurisdiction, and many IARs are registered in more than one, so the exact number is not knowable from it. IAR CE requirements by state.
Counts only. AdvisorIQ does not list individual people.
Disclosures
On Form ADV Item 11 the firm answered yes to 6 disclosure questions. See the detail on IAPD.
Succession and acquired firms
On Form ADV Item 4 the firm did not report succeeding to another adviser's business.
Similar-sized firms in Illinois
| Firm | City | RAUM |
|---|---|---|
| Cresset Asset Management, LLC | Chicago | $78.9 billion |
| William Blair & Company L.L.C. | Chicago | $64.3 billion |
| Savant Wealth Management | Rockford | $55.6 billion |
| Choreo, LLC | Rockford | $19.1 billion |
| The Mather Group, LLC | Chicago | $13.4 billion |
The five wealth firms, broker-dealer affiliated firms included, nearest in regulatory assets with a main office in the same state.
Elsewhere
- CIBC Private Wealth Advisors, Inc. on IAPD: Form ADV, brochures and disclosure detail.
- Firm website: private-wealth.us.cibc.com
- Wealth management firms in Illinois
Firm data as of October 2, 2026, from ia100226.zip. Figures are as the firm reported them; corrections are made on Form ADV and appear after the next monthly reload.
Data as of October 2, 2026, from Form ADV. Sources: SEC registered adviser data (ia100226.zip) and IAPD compilation reports. How the directory is built.