CIBC Private Wealth Advisors, Inc. logo

CIBC Private Wealth Advisors, Inc.

Updated today

Client assets under management

$44,497,359,399

Clients

8,083

25% high-net-worth

Advisors

173

of 610 employees

Firm type

Enterprise

300-3,000 advisors or >$30B in AUM

Clients per advisor

47

Low

Average account size

$5,505,055

About

CIBC Private Wealth Advisors serves individuals (including high-net-worth clients), families, trusts, estates, charitable organizations, corporations and employer-sponsored retirement plans with investment advisory and wealth advisory services. The firm offers discretionary portfolio management, model and SMA managed account programs, access to proprietary equity and fixed income strategies, options and structured-note strategies on request, and can coordinate family office and administrative services for an additional fee.

The firm structures client relationships around dedicated Relationship Managers and an investment governance framework (including an Investment Policy Committee and Asset Allocation Committee) that designs tailored asset-allocation models and either custom separate accounts or pooled/model solutions. Implementation uses a centralized trading desk, a mix of internally managed and third-party managers, and participating-affiliate personnel in certain cases, with regular account reviews and coordination with program sponsors for wrap and model programs.

What distinguishes CIBC Private Wealth Advisors from many peers is its ownership and integration with the CIBC banking and trust group, which provides access to bank deposit sweep programs, lending and structured product underwritings and creates referral and service arrangements the brochure discloses and seeks to manage. The firm’s disclosure that it advertises predecessor performance, its practice of licensing proprietary indices to third parties, and its explicit family office offering for very large clients are other features the brochure highlights as notable relative to typical enterprise advisers.

Client services

Financial planning Portfolio management Selection of other advisers Index provider

Expertise

Options & derivatives strategies Active portfolio management Private / alternative investments Wealth management Retirement plans for business owners (SEP, solo 401k)

Occupation focus

Founder/Business Owner Executive

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Fee options

Percentage

$0 - $5,000,000: 1.00% annually (Equity and Balanced Portfolios) $5,000,001 - $10,000,000: 0.80% annually (Equity and Balanced Portfolios) $10,000,001+: 0.60% annually (Equity and Balanced Portfolios) $0 - $10,000,000: 0.50% annually (Fixed Income Portfolios) $10,000,001 - $30,000,000: 0.35% annually (Fixed Income Portfolios) $30,000,001+: 0.25% annually (Fixed Income Portfolios) $0 - $50,000,000: 0.20% annually (Cash Portfolios) $50,000,001 - $100,000,000: 0.15% annually (Cash Portfolios) $100,000,001+: 0.10% annually (Cash Portfolios) $0 - $5,000,000: 1.20% annually (Wealth Management Accounts) $5,000,001 - $10,000,000: 0.80% annually (Wealth Management Accounts) $10,000,001+: 0.60% annually (Wealth Management Accounts) N/A - N/A: Legacy Geneva Accounts Standard Fee: 1.50% annually on Equity holdings; 0.50% annually on Fixed Income holdings

Performance-based

Rarely used, only at client request; affiliate private funds may have performance fees.

Other

Account minimum: $1,000,000 Minimum fee: $10,000 annually minimum fee for Separate Accounts Fee-only: Fixed minimum annual fee of $10,000 on most accounts

Main office location

CIBC Private Wealth Advisors, Inc.

181 West Madison Street, 36 Th Floor

Chicago IL 60602, United States

Number of offices

17

Most active in

Alabama · Alaska · Arizona · Arkansas · California · Colorado · Connecticut · Delaware · District of Columbia · Florida · Georgia · Hawaii · Idaho · Illinois · Indiana · Iowa · Kansas · Kentucky · Louisiana · Maine · Maryland · Massachusetts · Michigan · Minnesota · Mississippi · Missouri · Montana · Nebraska · Nevada · New Hampshire · New Jersey · New Mexico · New York · North Carolina · North Dakota · Ohio · Oklahoma · Oregon · Pennsylvania · Puerto Rico · Rhode Island · South Carolina · South Dakota · Tennessee · Texas · Utah · Vermont · Virgin Islands · Virginia · Washington · West Virginia · Wisconsin · Wyoming

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Ryan J

Series 66

Boston, MA

CIBC Private Wealth Advisors, Inc.

Ryan Joyce is a financial advisor with CIBC Private Wealth Advisors, Inc. in Boston, MA. He holds a Series 66 designation and has 13 years of industry experience. Prior to joining CIBC Private Wealth Advisors in 2023, he worked at Boston Private Wealth LLC beginning in 2015. CIBC Private Wealth Advisors serves individuals, families, trusts, estates, charitable organizations, corporations, and employer-sponsored retirement plans with investment and wealth advisory services. The firm utilizes a governance framework with dedicated Relationship Managers to create tailored asset allocation strategies and offers access to proprietary investment approaches, alongside family office and administrative services.

Options & derivatives strategies Active portfolio management Private / alternative investments Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar

Kevin H

Series 63, Series 65

Newport Beach, CA

CIBC Private Wealth Advisors, Inc.

Kevin Hauri is a financial advisor at CIBC Private Wealth Advisors, Inc. in Newport Beach, CA, with 13 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at City National Bank for 11 years before joining CIBC Private Wealth Management in 2022. CIBC Private Wealth Advisors serves individuals, families, trusts, estates, charitable organizations, corporations, and retirement plans with investment and wealth advisory services. The firm employs an investment governance framework with dedicated Relationship Managers and offers access to proprietary strategies, family office services, and integrated banking and trust solutions through its affiliation with CIBC.

Options & derivatives strategies Active portfolio management Private / alternative investments Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar

Michael O

CFP®, Series 63

West Palm Beach, FL

CIBC Private Wealth Advisors, Inc.

Michael Onorato is a CFP® with 10 years of industry experience, currently serving as a financial advisor at CIBC Private Wealth Advisors, Inc. in West Palm Beach, FL, since 2025. He previously worked at First Citizens, Silicon Valley Bank, and Boston Private Wealth LLC. CIBC Private Wealth Advisors provides investment advisory and wealth management services to individuals, families, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a structured investment governance approach and offers discretionary portfolio management, customized asset-allocation models, and family office services, supported by integration with the CIBC banking and trust group.

Options & derivatives strategies Active portfolio management Private / alternative investments Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar

Raymond D

Series 65

Chicago, IL

CIBC Private Wealth Advisors, Inc.

Raymond Dubeau is a financial advisor at CIBC Private Wealth Advisors, Inc. in Chicago, IL, holding a Series 65 designation with 22 years of experience at CIBC Wood Gundy and CIBC Private Wealth. CIBC Private Wealth Advisors serves a diverse client base including high-net-worth individuals, families, trusts, estates, charitable organizations, corporations, and retirement plans with a range of investment advisory and wealth management services. The firm combines dedicated relationship management with an investment governance framework and access to proprietary strategies, leveraging its integration with CIBC’s banking and trust services.

Options & derivatives strategies Active portfolio management Private / alternative investments Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar

Heather E

CFP®, CFA®, Series 65

Washington, DC

CIBC Private Wealth Advisors, Inc.

Heather Errigo is a CFP®, CFA®, and Series 65 credentialed financial advisor with 25 years of industry experience. She has worked at Lynx Investment Advisory, LLC for 21 years before joining CIBC Private Wealth Advisors, Inc. in 2025. CIBC Private Wealth Advisors serves individuals, families, trusts, estates, charitable organizations, corporations, and retirement plans with investment and wealth advisory services. The firm emphasizes tailored asset-allocation models supported by a centralized trading desk and integrates banking and trust services through its connection with CIBC.

Options & derivatives strategies Active portfolio management Private / alternative investments Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar

Trevor H

CFA®

Denver, CO

CIBC Private Wealth Advisors, Inc.

Trevor Hancock is a CFA® charterholder with 12 years of experience at CIBC Private Wealth Management. He is based in Denver, CO and has been with CIBC Private Wealth Advisors, Inc. since 2014. CIBC Private Wealth Advisors serves high-net-worth individuals, families, trusts, estates, charitable organizations, corporations, and retirement plans with comprehensive investment and wealth advisory services. The firm offers tailored asset-allocation models and customized account solutions, supported by an integrated banking and trust group that provides access to deposit sweep programs, lending, and structured product offerings.

Options & derivatives strategies Active portfolio management Private / alternative investments Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar

Michelle H

Series 63, Series 66

Chicago, IL

CIBC Private Wealth Advisors, Inc.

Michelle Hermann is a financial advisor with CIBC Private Wealth Advisors, Inc. in Chicago, IL, holding Series 63 and Series 66 designations and 18 years of industry experience. She has worked at AT Investment Advisers Inc. since 2017 and previously at Geneva Investment Management of Chicago, LLC from 2010 to 2017. Outside of her advisory work, she co-owns an LLC that invests in vacation homes used for short-term rentals. CIBC Private Wealth Advisors serves individuals, families, trusts, charitable organizations, corporations, and retirement plans with a range of investment and wealth advisory services. The firm employs a structured investment governance framework and integrates banking and trust services through its parent company, CIBC, to offer tailored portfolio management and family office solutions.

Options & derivatives strategies Active portfolio management Private / alternative investments Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar

Ross F

Series 65

Chicago, IL

CIBC Private Wealth Advisors, Inc.

Ross Ferrier is a financial advisor at CIBC Private Wealth Advisors, Inc. in Chicago, IL, holding a Series 65 credential and with 27 years of experience at CIBC Wood Gundy and CIBC Private Wealth. His career has been exclusively with these firms since 1999. CIBC Private Wealth Advisors serves individuals, families, trusts, estates, charitable organizations, corporations, and retirement plans with investment and wealth advisory services. The firm offers discretionary portfolio management, model and SMA account programs, and access to proprietary strategies, distinguishing itself through its integration with the CIBC banking and trust group and its family office services for very large clients.

Options & derivatives strategies Active portfolio management Private / alternative investments Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar

Jon S

Series 65

Chicago, IL

CIBC Private Wealth Advisors, Inc.

Jon Seabrook is a financial advisor with CIBC Private Wealth Advisors, Inc., based in Chicago, IL, holding a Series 65 designation and over 30 years of experience. He has worked with CIBC Wood Gundy and CIBC Private Wealth since 2001 and has been with Merrill Lynch Canada Inc. since 1993. CIBC Private Wealth Advisors serves individuals, families, trusts, estates, charitable organizations, corporations, and retirement plans with a range of investment and wealth advisory services. The firm is distinguished by its integration with the CIBC banking and trust group, offering discretionary portfolio management, tailored asset-allocation models, and family office services.

Options & derivatives strategies Active portfolio management Private / alternative investments Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar

Martin B

CFA®, Series 63

Chicago, IL

CIBC Private Wealth Advisors, Inc.

Martin Brown is a CFA® charterholder with 19 years of industry experience. He is currently a financial advisor at CIBC Private Wealth Advisors, Inc., where he has worked since 2018. Prior to that, he held advisory roles at AT Investment Advisers Inc. and Geneva Investment Management of Chicago. Outside of his advisory work, he is a managing member of School of Fish LLC, an aquatics center operator. CIBC Private Wealth Advisors serves individuals, families, trusts, estates, charitable organizations, corporations, and retirement plans, providing discretionary portfolio management and wealth advisory services. The firm integrates dedicated relationship management with a governance framework and combines internally managed and third-party strategies, supported by its ownership affiliation with CIBC’s banking and trust group.

Options & derivatives strategies Active portfolio management Private / alternative investments Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar

Anthony P

CFP®

Chicago, IL

CIBC Private Wealth Advisors, Inc.

Anthony Pecora is a CFP® professional at CIBC Private Wealth Advisors, Inc. in Chicago, IL, with 2 years of industry experience. He has been with the affiliated CIBC National Trust company since 2005. CIBC Private Wealth Advisors serves individuals, families, trusts, estates, charitable organizations, corporations, and retirement plans with investment and wealth advisory services. The firm integrates banking and trust services through its ownership by CIBC, offering tailored asset-allocation models, access to proprietary strategies, and family office services for very large clients.

Options & derivatives strategies Active portfolio management Private / alternative investments Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar

Charles H

CFA®, Series 63, Series 66

Atlanta, GA

CIBC Private Wealth Advisors, Inc.

Charles Hoke is a CFA® charterholder with 13 years of experience in the financial industry. He has been with CIBC Private Wealth Advisors, Inc. in Atlanta, GA since 2014. CIBC Private Wealth Advisors serves individuals, families, trusts, estates, charitable organizations, corporations, and employer-sponsored retirement plans with investment and wealth advisory services. The firm offers discretionary portfolio management, model and SMA managed accounts, as well as access to proprietary equity, fixed income, options, and structured-note strategies, supported by an investment governance framework and integration with CIBC’s banking and trust group.

Options & derivatives strategies Active portfolio management Private / alternative investments Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar

Robert F

Series 63, Series 65, Series 66

Tampa, FL

CIBC Private Wealth Advisors, Inc.

Robert Fincher is a financial advisor at CIBC Private Wealth Advisors, Inc. in Tampa, FL, holding Series 63, 65, and 66 licenses with 16 years of industry experience. He has worked at CIBC National Trust Company since 2017 and previously at Atlantic Trust Company, N.A. for one year. CIBC Private Wealth Advisors serves high-net-worth individuals, families, trusts, estates, charitable organizations, corporations, and employer-sponsored retirement plans with investment and wealth advisory services. The firm offers discretionary portfolio management and customized asset-allocation models, supported by an integrated banking and trust group that provides additional lending and structured product services.

Options & derivatives strategies Active portfolio management Private / alternative investments Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar

Sterling M

Series 63, Series 65

San Francisco, CA

CIBC Private Wealth Advisors, Inc.

Sterling Moore is a financial advisor with CIBC Private Wealth Advisors, Inc., holding Series 63 and Series 65 credentials and 27 years of industry experience. His prior roles include positions at Cibc World Markets Corp., Orion Portfolio Solutions, and Brinker Capital. Outside of finance, he owns and operates two small beekeeping businesses, Lollipop Honey Company and S&C's Honey Bees, which involve honey sales and beekeeping duties. CIBC Private Wealth Advisors offers investment and wealth advisory services to individuals, families, trusts, charitable organizations, corporations, and retirement plans. The firm employs a structured governance approach to asset allocation and portfolio management, integrating banking and trust services through its relationship with CIBC.

Options & derivatives strategies Active portfolio management Private / alternative investments Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar

John C

CFP®, Series 63

San Francisco, CA

CIBC Private Wealth Advisors, Inc.

John Caldwell is a CFP® with 33 years of industry experience, currently serving as a financial advisor at CIBC Private Wealth Advisors, Inc. since 2017. Prior to this, he worked at Investment Advisers Inc. from 2014 to 2017. CIBC Private Wealth Advisors serves individuals, families, trusts, estates, charitable organizations, corporations, and retirement plans with a range of investment advisory and wealth management services. The firm utilizes a structured investment governance framework and offers tailored asset-allocation models, discretionary portfolio management, and family office services, distinguishing itself through integration with the CIBC banking and trust group.

Options & derivatives strategies Active portfolio management Private / alternative investments Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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