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CIBC PRIVATE WEALTH ADVISORS, INC.
CRD 109644File 801-57986
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Jun 22, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$67.84B
Top 10% of cohort (national)
Discretionary AUM
$64.42B
Non-discretionary $3.42B
Clients
9,235
29,019 accounts
Employees
610
Top 10% of cohort in IL
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Oct 27, 2000
- Principal office
- 181 WEST MADISON STREET, 36TH FLOOR, CHICAGO, IL, 60602
- Phone
- 312-368-7700
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $67.84B
- Discretionary AUM
- $64.42B
- Non-discretionary AUM
- $3.42B
- Discretionary accounts
- 28,718
- Non-discretionary accounts
- 301
- Total accounts
- 29,019
- AUM per client
- $7.3M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 427 | $17.93B |
| Investment companies | 6 | $2.06B |
| Charitable organizations | 402 | $1.86B |
| High net worth individuals | 2,020 | $34.76B |
| Pension and profit sharing plans | 309 | $950.3M |
| State or municipal government entities | 8 | $384.3M |
| Individuals (other than high net worth individuals) | 6,063 | $9.73B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11- Q11C2
- Q11C4
- Q11C5
- Q11E2
- Q11H2
- Q11H1C
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Aug 17, 2026 | Clients | 9,236 | 9,235 | decreased by1 |
| Apr 1, 2026 | Employees | 570 | 610 | increased by40 |
| Apr 1, 2026 | Clients | 10,045 | 9,236 | decreased by809 |
| Apr 1, 2026 | AUM | $61,112,966,756 | $67,840,284,252 | increased by$6,727,317,496 |
| Apr 1, 2026 | Accounts | 28,865 | 29,019 | increased by154 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 444 | 570 | increased by126 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 31,288 | 10,045 | decreased by21,243 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $73,775,455,095 | $61,112,966,756 | decreased by$12,662,488,339 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 31,292 | 28,865 | decreased by2,427 |
| Apr 1, 2022 | Employees | 439 | 444 | increased by5 |
| Apr 1, 2022 | Clients | 30,257 | 31,288 | increased by1,031 |
| Apr 1, 2022 | AUM | $45,888,990,610 | $73,775,455,095 | increased by$27,886,464,485 |
| Apr 1, 2022 | Accounts | 30,258 | 31,292 | increased by1,034 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “CIBC PRIVATE” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“CIBC PRIVATE” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.