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- Custodian
- Charles Schwab & Company · Cibc Mellon · Fidelity/NFS · SEI
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 02-15-2000
- Office Locations
- 32
Office Locations
About Cibc Private Wealth Advisors, Inc.
CIBC Private Wealth US provides investment management and holistic wealth planning for individuals and families, pairing a diversified investment platform with cohesive wealth strategies, trustee services, and tailored private banking solutions (via CIBC Bank USA). The firm publishes regular market insights and thought leadership, and its investment platform has earned national recognition, including PAM’s Best High Net-Worth Investment Platform award and a #6 ranking in Barron’s 2025 Top 100 RIA Firms.
Reported data analysis
What the numbers show
Between June 23, 2025 and June 22, 2026, reported AUM increased 11.0%, from $61.1B to $67.8B.
Across 5 reported observations, AUM decreased 8.0% between August 4, 2022 and June 22, 2026, from $73.8B to $67.8B.
Of the latest reported AUM, 95.0% is discretionary and 5.0% is non-discretionary.
The firm reports 220 advisory representatives and 11,396 clients, or 51.8 clients per representative. That equates to $6.0M in reported AUM per client.
The profile lists 32 reported office locations and 26 years in operation. The source data was last updated on June 22, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
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Owner & Executives
GREGORY BRENT CAMPBELL
Chief Compliance Officer, DIRECTOR, General Counsel
- CRD
- #2777077
- Ownership
- Less than 5%
Paul Carey
Chief Financial Officer
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 10 owners & executives
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SAMUEL A ADAMS
Relationship Manager
- CRD
- #6211077
Justin Scott Amico
Relationship Manager
- CRD
- #7491170
Showing 2 of 235 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $64,416,934,160 | $2,243,086 |
| Non-Discretionary | $3,423,350,092 | $11,373,256 |
| Total | $67,840,284,252 | $2,337,788 |
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Separately Managed Accounts
SMA allocation detail is available
Cibc Private Wealth Advisors, Inc. has reported separately managed account data across 8 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q4 2025
Review the latest reported holdings
Cibc Private Wealth Advisors, Inc.'s 13F holdings detail is available for Q4 2025, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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