Barron’s Top 100 RIA Firms, ranked in top 10, 2020 – 2024

Barron's Top 40 Wealth Management Firms, placed 27, 2018*

Financial Advisor RIA Ranking, placed 11 of 431 firms, 2024

Financial Advisor 50 Fastest Growing RIAs, placed 19 of 50 firms, 2022

Financial Times 300 Top Registered Investment Advisors, 2019*
 

*This list is no longer being published.

2024, Barron’s, “2024 Top 100 RIA Firms”.
CIBC Private Wealth placed 2 of 100 firms in this list published September 13, 2024 with information provided as of June 30, 2024. Rankings are focused on private wealth management assets and include metrics on succession planning, growth, client segmentation, technology spending, and staff diversity. 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. .

2023, Barron’s, “2023 Top 100 RIA Firms”.
CIBC Private Wealth placed 6 of 100 firms in this list published September 18, 2023. Rankings are focused on private wealth management assets and include metrics on succession planning, growth, client segmentation, technology spending, and staff diversity. 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.

2022, Barron’s, “Top 100 RIA Firms”, 2021, Barron’s, “Top 100 RIA Firms,” and 2020, Barron’s, “America’s Best RIA Firms.”
CIBC Private Wealth placed 7 of 100 firms in this list published September 19, 2022 with information provided as of June 30, 2022, 4 of 100 firms in the list published September 17, 2021 with information provided as of June 30, 2021,  and 2 of 100 firms in the list published September 14, 2020 with information provided as of June 30, 2020. Rankings are focused on private wealth management assets and include metrics on succession planning, growth, client segmentation, technology spending, and staff diversity.

2018, Barron’s, “Top 40 Wealth Management Firms”
CIBC Private Wealth placed 27 of 40 firms in this list published September 24, 2018. Listing is based on self-reported assets under management in accounts of more than $5 million as of March 31, 2018. 

Financial Advisor: 2024, Financial Advisor, "RIA Ranking, Discretionary & Non-Discretionary AUM"
CIBC Private Wealth placed 11 of 431 firms in this ranking published July 2024. To be eligible, firms must be registered investment advisors and have at least $50 million in assets under management (“AUM”), as reported on Form ADV as of 12.31.2023. Ranking is based on AUM reported on Form ADV.

Financial Advisor, "Top 50 Fastest-Growing Firms"
CIBC Private Wealth placed 19 of 50 firms in this ranking published July 2022. To be eligible, firms must be registered investment advisors and have at least $500 million in assets under management (“AUM”), as reported on Form ADV as of 12.31.2020. Ranking is based on increase in AUM from December 31, 2020 to December 31, 2021.

Financial Times: 2019, Financial Times “300 Top Registered Investment Advisors”
CIBC Private Wealth Management was named in the Financial Times "300 Top Registered Investment Advisors 2019" list published June 2019. The FT 300 assesses registered investment advisers (RIAs) registered with the US Securities and Exchange Commission and selected those that reported $300 million or more in assets under management (AUM). The FT grades advisers on six broad factors and calculates a numeric score for each adviser. Areas of consideration include adviser AUM, asset growth, the company’s age, industry certifications of key employees, SEC compliance record and online accessibility with information provided as of Dec. 31, 2021.

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.