Cibc Private Wealth Advisors, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Chicago, IL. Its latest Form ADV filing, dated March 31, 2026, reports $67.8B in regulatory assets under management, 610 employees, 16 offices, and 29,019 accounts.
Assets Under Management
$67.8B
Employees
610
Offices
16 offices
Total Clients
9,236
Primary office
CHICAGO, IL
181 WEST MADISON STREET, 36TH FLOOR, CHICAGO, IL, United States
Top client segmentIndividuals represent 65.6% of total clients.
Top client categories% of clientsClients
1
Individuals
65.6%
6,063
2
HNWI
21.9%
2,020
3
Corporations
4.6%
427
4
Charitable
4.4%
402
5
Pension Plans
3.3%
309
Additional categories (<0.1%)
INDIAN TRIBE<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$67.8Bas of March 31, 2026
Discretionary95.0%
$64.4B
95% of total RAUM95.0%
Non-discretionary5.0%
$3.4B
5% of total RAUM5.0%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$67.8B
Total Accounts29,019
10Y AUM Change+$57.7B (+571.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees610
Clients per Employee15:1
10Y Employee Change+350 (+134.6%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.