Awards and Recognition
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Accolades - Featured Wins
2022: Best Multi-Family Office $25 billion and over
Private Asset Management
2022: Private Client Investment Platform and Leading Individual (MFO)
Family Wealth Report
Accolades - National List Duplicate 2
Recognized for service and performance
CIBC Private Wealth is the No. 2-ranked RIA firm in America according to Barron’s, and is the most-awarded firm by Private Asset Management—including eight awards for investment performance over the past 10 years.
- Best Private Wealth Manager Over $5B —Performance, PAM, 2020, 2021
- Best Multi-Family Office—Over $20 billion, Highly Commended, PAM, 2021
- Best Multi-Family Office award, FWR—2015, 2019
- Best Private Wealth Manager—Overall, PAM, 2016
- Best Multi-Family Office—Client Service, PAM, 2014
- Best Private Wealth Manager in Overall Client Service, PAM, 2011
- Manager or Investment Research Professional of the Year, Highly Commended, PAM:
- Leading Individual (Multi-Family Office), FWR:
- Women in Wealth Management (Individual—WM Organizations), Highly Commended, FWR: Senior Relationship Manager Kimberly Dwyer, 2018
- 50 Most Influential Women in Private Wealth, PAM:
- Best High Net-Worth Investment Platform, PAM, 2012, 2020
- Best Investment Platform—Performance, PAM, 2017, 2018, 2019
- Private Client Investment Platform, FWR, 2017, 2018
- Private Client Investment Platform—Highly Commended, FWR, 2016
- Best Multi-Family Office—Overall—New Product, PAM, 2015
- Best Private Wealth Manager—New Product, PAM, 2014
- Best Wealth Manager: Long-Term Performance (3 years), PAM, 2013
Wealth Strategies / Trustee Services
- Barron's America's Best RIA Firms: Placed 2 in the list published on 09.14.2020
- Financial Times 300 Top Registered Investment Advisers: Named to this list, published on 07.14.2019
- Financial Advisor RIA Ranking: In the list published 07.2019, CIBC Private Wealth Management placed 13 of 683 firms.
- Barron's Top 40 Wealth Management Firms: Named to this list since 2006. Placed 27 in list published on 09.2018. This list is no longer being published.
- Barron's Top Women Financial Advisors: 2020
- Barron's Top Advisor Rankings by State: 2020
- Barron's Top 100 Women Financial Advisors: 2019
- Barron's Top Women Financial Advisors: 2018
- Barron's Top Advisor Rankings by State: 2018
Accolades - Footnote
Rankings, ratings or awards may not be representative of any specific client's experience. Any reference to a ranking, rating or an award provides no guarantee for future performance results and is not constant over time. For more information, view our disclosure.
These awards and recognitions may name Atlantic Trust or CIBC Atlantic Trust, which is now part of CIBC Private Wealth.