SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
CIBC Private Wealth Advisors, Inc.
Chicago, IL
CRD 109644
Firm filing updated June 22, 2026 ·
- $67.8BAssets
- 9,236Clients
- 220Advisory staff
- 29,019Accounts
Fees and minimums
All fee types on the form
- Percentage of assets under managementYes
- Fixed feesYes
- Hourly chargesNo
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
- OtherNo
Who the firm serves
- Individuals6,063
- High net worth individuals2,020
- Corporations or other businesses427
- Charities402
- Pension and profit sharing plans309
- and 2 more14
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 6,063 | $9.7 billion |
| High net worth individuals | 2,020 | $34.8 billion |
| Investment companies | 6 | $2.1 billion |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 309 | $950.3 million |
| Charitable organizations | 402 | $1.9 billion |
| State or municipal government entities (including government pension plans) | 8 | $384.3 million |
| Corporations or other businesses not listed above | 427 | $17.9 billion |
| Other: "INDIAN TRIBE" | 1 | $153.0 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
See all 7 services
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisors (including private fund managers)
- Other: "INDEX PROVIDER"
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisors (including private fund managers)
- Other: "INDEX PROVIDER"
Assets and accounts
- Regulatory assets$67.8 billion
- Accounts29,019
- Discretionary$64.4 billion · 28,718 accounts
- Non-discretionary$3.4 billion · 301 accounts
People
- Employees610
- Advisory staff220
- Broker-dealer reps60
- Licensed insurance agents0
- Planning clients500
Advisors
110 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- SEC-registered investment advisor. CRD 109644, SEC file 801-57986.
- Registered with the SEC as an investment advisor (status date on record: October 27, 2000).
Is Cibc Private Wealth Advisors, Inc. a fiduciary?
Short answer: Cibc Private Wealth Advisors, Inc. is registered with the SEC as an investment advisor. Some of its people may also act in other roles, such as for a broker-dealer or as insurance agents, where different rules apply. Details below.
More detail
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
Some of the firm's people may also act for a broker-dealer: 60 staff are broker-dealer representatives and the firm has a related broker-dealer. When someone acts for a broker-dealer, a different SEC standard, Regulation Best Interest, applies to their recommendations. Ask which role they are acting in.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.