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CIBC PRIVATE WEALTH ADVISORS, INC.

Advisory

N·CHICAGO, IL

Data as of Feb 27, 2026 · Source: SEC Form ADV

Total AUM

$61.1B

1-Year AUM Growth

+6.6%

3-Year CAGR

-6.1%

Employees

210

Assets Under Management

Total AUM$61.1B

Discretionary AUM$57.6B

Non-Discretionary AUM$3.5B

Discretionary %94.3%

Total Clients10,045

Team

Total Employees210

Investment Advisers570

Employee Growth (1Y)+2.9%

Filing History

Total Filings on Record87

First FilingFeb 23, 2001

Latest FilingFeb 27, 2026

🔒 Full AUM trend chart and 87 historical filings spanning 25+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on CIBC PRIVATE WEALTH ADVISORS, INC.

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.